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iShares ESG Aware USD Corporate Bond ETF
SUSC

120 hedge funds and large institutions have $474M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 8

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

40% more funds holding

Funds holding: 86 → 120 (+34)

13% more capital invested

Capital invested by funds: $418M → $474M (+$56M)

8.49% less ownership

Funds ownership: 74.54% → 66.05% (-8.5%)

Holders
120
Holders Change
+34
Holders Change %
+39.53%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
49
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$51.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.36M
3
FI
FormulaFolio Investments
Michigan
+$3.83M
4
PI
PFS Investments
Georgia
+$3.01M
5
PSUF
People's United Financial
Connecticut
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$17M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17M
3
PG
Pendal Group
Australia
-$1.4M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.2M
5
Jane Street
Jane Street
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
26
People's United Financial
Connecticut
$1.61M +$1.59M +56,731 New
MMA
27
Miracle Mile Advisors
California
$1.42M +$252K +9,018 +22%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$1.4M – – –
B
29
Bailard
California
$1.39M +$459K +16,417 +50%
HHGA
30
Halbert Hargrove Global Advisors
California
$1.35M +$104K +3,726 +8%
AIP
31
Ameritas Investment Partners
Nebraska
$1.35M +$132K +4,728 +11%
CJA
32
C-J Advisory
California
$1.24M +$48.2K +1,724 +4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.22M -$177K -6,326 -13%
FPF
34
First Pacific Financial
Washington
$1.08M +$1.07M +38,285 New
Truist Financial
35
Truist Financial
North Carolina
$1.04M +$209K +7,467 +25%
HGWM
36
Horst & Graben Wealth Management
Oregon
$921K -$620K -22,164 -41%
VCM
37
Vision Capital Management
Oregon
$861K +$370K +13,218 +77%
OWA
38
One Wealth Advisors
California
$822K +$811K +28,997 New
WT
39
Whittier Trust
California
$817K +$121K +4,325 +18%
TFA
40
TPG Financial Advisors
Oregon
$808K +$362K +12,951 +83%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$803K +$436K +15,571 +122%
HA
42
Harborview Advisors
Maine
$797K -$9.21K -329 -1%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$764K +$107K +3,807 +16%
DAS
44
Dynamic Advisor Solutions
Arizona
$719K +$297K +10,625 +72%
PAG
45
Private Advisor Group
New Jersey
$673K +$244K +8,721 +58%
HighTower Advisors
46
HighTower Advisors
Illinois
$661K +$652K +23,313 New
DJSG
47
D.J. St. Germain
Massachusetts
$650K +$147K +5,269 +30%
VHAM
48
Van Hulzen Asset Management
California
$636K – – –
PR
49
Payden & Rygel
California
$565K +$558K +19,935 New
Wolverine Trading
50
Wolverine Trading
Illinois
$556K +$549K +19,623 New
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SUSC Hedge Fund Activity: Q4 2020 in Review

120 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2020, worth a combined $474M — up 13% from $418M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SUSC positions and 8 closed out — a net gain of 37 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Ameriprise, adding an estimated $51.5M. The largest seller was UBS Group, cutting an estimated $17M.

  • 120 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2020, up from 86 in Q3 2020.
  • Funds reported $474M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2020 and 8 closed out, a net change of +37 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2020 was Ameriprise, an estimated $51.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2020 was UBS Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2020.