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iShares ESG Aware USD Corporate Bond ETF
SUSC

86 hedge funds and large institutions have $418M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 10

118% more capital invested

Capital invested by funds: $192M → $418M (+$226M)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

6% more funds holding

Funds holding: 81 → 86 (+5)

15.05% less ownership

Funds ownership: 89.58% → 74.54% (-15%)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$162M
2
BlackRock
BlackRock
New York
+$29.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.3M
4
PI
PFS Investments
Georgia
+$3.57M
5
UBS Group
UBS Group
Switzerland
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
PG
Pendal Group
Australia
-$2.6M
2
Jane Street
Jane Street
New York
-$2.52M
3
CRWM
Castle Rock Wealth Management
California
-$913K
4
Wolverine Trading
Wolverine Trading
Illinois
-$848K
5
Citadel Advisors
Citadel Advisors
Florida
-$835K
Name Holding Trade Value Shares
Change 		Change in
Stake
CJA
26
C-J Advisory
California
$1.17M +$196 +7 +0%
MMA
27
Miracle Mile Advisors
California
$1.14M +$588K +21,001 +104%
Jane Street
28
Jane Street
New York
$1.08M -$2.52M -90,226 -70%
RJA
29
Raymond James & Associates
Florida
$1.02M +$429K +15,329 +71%
B
30
Bailard
California
$902K -$14K -502 -2%
Truist Financial
31
Truist Financial
North Carolina
$814K +$201K +7,195 +32%
HA
32
Harborview Advisors
Maine
$789K -$7.08K -253 -0.9%
Citadel Advisors
33
Citadel Advisors
Florida
$758K -$835K -29,838 -52%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$737K +$356K +12,714 +92%
Prudential Financial
35
Prudential Financial
New Jersey
$688K +$243K +8,681 +54%
WT
36
Whittier Trust
California
$679K +$189K +6,750 +38%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$642K +$50.2K +1,795 +8%
APW
38
Austin Private Wealth
Texas
$624K +$630K +22,508 New
VHAM
39
Van Hulzen Asset Management
California
$622K – – –
FAAS
40
First Allied Advisory Services
California
$604K +$178K +6,372 +41%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$540K – – –
DJSG
42
D.J. St. Germain
Massachusetts
$490K +$494K +17,669 New
VCM
43
Vision Capital Management
Oregon
$476K +$34.1K +1,218 +8%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$445K -$3.27K -117 -0.7%
ASN
45
Advisory Services Network
Georgia
$436K +$1.46K +52 +0.3%
TFA
46
TPG Financial Advisors
Oregon
$432K +$436K +15,569 New
FT
47
Fiduciary Trust
Massachusetts
$427K +$5.34K +191 +1%
PAG
48
Private Advisor Group
New Jersey
$416K +$327K +11,671 +350%
DAS
49
Dynamic Advisor Solutions
Arizona
$409K +$413K +14,743 New
SHJ
50
Sharkey, Howes & Javer
Colorado
$390K +$393K +14,063 New
1
2
3 4

SUSC Hedge Fund Activity: Q3 2020 in Review

86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2020, worth a combined $418M — up 118% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SUSC positions and 10 closed out — a net gain of 5 holders — while 51 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, adding an estimated $162M. The largest seller was Pendal Group, cutting an estimated $2.6M.

  • 86 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2020, up from 81 in Q2 2020.
  • Funds reported $418M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2020, up 118% quarter-over-quarter.
  • 15 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2020 and 10 closed out, a net change of +5 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2020 was Ameriprise, an estimated $162M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2020 was Pendal Group, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2020.