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iShares ESG Aware USD Corporate Bond ETF

123 hedge funds and large institutions have $467M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.88% less ownership

Funds ownership: 66.06%61.18% (-4.9%)

7% less funds holding

Funds holding: 132123 (-9)

15% less capital invested

Capital invested by funds: $551M → $467M (-$83.9M)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

Holders
123
Holders Change
-9
Holders Change %
-6.82%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
51
Reduced
36
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$1.51M +$64.6K +2,367 +5%
CJA
27
C-J Advisory
California
$1.48M +$148K +5,411 +11%
MMA
28
Miracle Mile Advisors
California
$1.45M -$323K -11,845 -18%
AF
29
Arrow Financial
New York
$1.4M -$352K -12,920 -20%
HHGA
30
Halbert Hargrove Global Advisors
California
$1.29M -$531K -19,445 -30%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.24M -$18.9K -691 -2%
WB
32
WesBanco Bank
West Virginia
$1.2M +$1.18M +43,228 New
PC
33
Pecaut & Co
Iowa
$1.18M +$1.16M +42,627 New
VCM
34
Vision Capital Management
Oregon
$1.09M +$91.3K +3,348 +9%
Truist Financial
35
Truist Financial
North Carolina
$1.08M -$13.9K -509 -1%
FLPIM
36
F.L. Putnam Investment Management
Massachusetts
$1.08M +$1.07M +39,083 New
WT
37
Whittier Trust
California
$910K
PA
38
PFG Advisors
Arizona
$883K +$465K +17,056 +115%
HighTower Advisors
39
HighTower Advisors
Illinois
$845K +$506K +18,543 +155%
Bank Julius Baer & Co
40
Bank Julius Baer & Co
Switzerland
$825K +$812K +29,762 New
Wells Fargo
41
Wells Fargo
California
$750K +$715K +26,192 +3,092%
HA
42
Harborview Advisors
Maine
$727K -$51.6K -1,890 -7%
EH
43
Equitable Holdings
New York
$645K -$1.05M -38,463 -62%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$615K +$316K +11,581 +109%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$597K -$37.1K -1,360 -6%
PAS
46
Park Avenue Securities
New York
$596K -$2.48M -90,867 -81%
RG
47
Rathbones Group
United Kingdom
$565K +$145K +5,300 +35%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$535K
TC
49
Trilogy Capital
California
$523K +$153K +5,625 +43%
BIA
50
Bigelow Investment Advisors
Maine
$519K

SUSC Hedge Fund Activity: Q2 2021 in Review

123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2021, worth a combined $467M — down 15% from $551M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SUSC and 20 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 51 added.

The largest buyer was Morgan Stanley, adding an estimated $9.44M. The largest seller was Envestnet Asset Management, cutting an estimated $69.3M.

  • 123 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2021, down from 132 in Q1 2021.
  • Funds reported $467M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2021, down 15% quarter-over-quarter.
  • 20 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2021 and 29 closed out, a net change of -9 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $9.44M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q2 2021.