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iShares ESG Aware USD Corporate Bond ETF
SUSC

132 hedge funds and large institutions have $551M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 18

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $474M → $551M (+$76.6M)

10% more funds holding

Funds holding: 120 → 132 (+12)

0.01% more ownership

Funds ownership: 66.05% → 66.06% (+0.01%)

Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
72
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$35.5M
2
Ameriprise
Ameriprise
Minnesota
+$21.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M
4
Jane Street
Jane Street
New York
+$5.6M
5
KPWS
Kestra Private Wealth Services
Texas
+$4.98M

Top Sellers

1
BlackRock
BlackRock
New York
-$8.6M
2
FI
FormulaFolio Investments
Michigan
-$3.87M
3
PG
Pendal Group
Australia
-$2.76M
4
Bank of America
Bank of America
North Carolina
-$605K
5
CRWM
Castle Rock Wealth Management
California
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.13M – – –
WP
27
WealthSource Partners
California
$1.88M -$36.1K -1,312 -2%
HHGA
28
Halbert Hargrove Global Advisors
California
$1.77M +$497K +18,053 +38%
William Blair & Company
29
William Blair & Company
Illinois
$1.75M +$303 +11 +0%
MMA
30
Miracle Mile Advisors
California
$1.73M +$381K +13,836 +28%
AF
31
Arrow Financial
New York
$1.71M +$1.74M +63,379 New
EH
32
Equitable Holdings
New York
$1.66M +$85.7K +3,115 +5%
RJA
33
Raymond James & Associates
Florida
$1.6M +$1.38K +50 +0.1%
HGWM
34
Horst & Graben Wealth Management
Oregon
$1.48M +$621K +22,592 +70%
B
35
Bailard
California
$1.43M +$114K +4,152 +8%
AIP
36
Ameritas Investment Partners
Nebraska
$1.4M +$124K +4,498 +9%
CJA
37
C-J Advisory
California
$1.3M +$119K +4,310 +10%
OWA
38
One Wealth Advisors
California
$1.25M +$484K +17,594 +61%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.22M +$65.5K +2,383 +6%
Truist Financial
40
Truist Financial
North Carolina
$1.07M +$76K +2,764 +8%
TFA
41
TPG Financial Advisors
Oregon
$1.01M +$249K +9,062 +32%
VCM
42
Vision Capital Management
Oregon
$966K +$150K +5,453 +18%
Wolverine Trading
43
Wolverine Trading
Illinois
$917K +$398K +14,465 +74%
WT
44
Whittier Trust
California
$884K +$110K +4,000 +14%
GWM
45
Geneos Wealth Management
Colorado
$829K -$303K -11,030 -27%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$793K +$29.7K +1,079 +4%
SHJ
47
Sharkey, Howes & Javer
Colorado
$759K +$361K +13,129 +87%
HA
48
Harborview Advisors
Maine
$758K +$193 +7 +0%
Prudential Financial
49
Prudential Financial
New Jersey
$701K +$332K +12,060 +86%
VHAM
50
Van Hulzen Asset Management
California
$664K +$60.5K +2,200 +10%
1
2
3 4 5

SUSC Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2021, worth a combined $551M — up 16% from $474M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUSC positions and 17 closed out — a net gain of 15 holders — while 72 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.5M. The largest seller was BlackRock, cutting an estimated $8.6M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2021, up from 120 in Q4 2020.
  • Funds reported $551M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 32 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2021 was Citadel Advisors, an estimated $35.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2021.