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iShares ESG Aware USD Corporate Bond ETF
SUSC

128 hedge funds and large institutions have $449M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

4% more funds holding

Funds holding: 123 → 128 (+5)

4% less capital invested

Capital invested by funds: $467M → $449M (-$17.7M)

6.49% less ownership

Funds ownership: 61.18% → 54.69% (-6.5%)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
66
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$7.8M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$7.17M
3
PG
Prostatis Group
Maryland
+$4.84M
4
Creative Planning
Creative Planning
Kansas
+$4.03M
5
Betterment LLC
Betterment LLC
New York
+$2.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.84M
3
BlackRock
BlackRock
New York
-$1.1M
4
VCM
Vision Capital Management
Oregon
-$1.09M
5
William Blair & Company
William Blair & Company
Illinois
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.55M -$62.3K -2,233 -4%
PR
27
Payden & Rygel
California
$1.55M +$1.11M +39,900 +240%
CJA
28
C-J Advisory
California
$1.48M +$9.01K +323 +0.6%
Wells Fargo
29
Wells Fargo
California
$1.44M +$710K +25,479 +94%
AF
30
Arrow Financial
New York
$1.39M – – –
HHGA
31
Halbert Hargrove Global Advisors
California
$1.32M +$48.4K +1,737 +4%
MMA
32
Miracle Mile Advisors
California
$1.26M -$181K -6,481 -12%
PC
33
Pecaut & Co
Iowa
$1.2M +$24.8K +888 +2%
FLPIM
34
F.L. Putnam Investment Management
Massachusetts
$1.11M +$34.5K +1,238 +3%
Truist Financial
35
Truist Financial
North Carolina
$1.06M -$16K -573 -1%
PA
36
PFG Advisors
Arizona
$1.01M +$137K +4,904 +15%
WT
37
Whittier Trust
California
$902K – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$853K +$14.9K +533 +2%
EH
39
Equitable Holdings
New York
$737K +$98.4K +3,528 +15%
HA
40
Harborview Advisors
Maine
$731K +$9.34K +335 +1%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$723K +$438K +15,710 +149%
RG
42
Rathbones Group
United Kingdom
$697K +$138K +4,950 +24%
BIA
43
Bigelow Investment Advisors
Maine
$648K +$135K +4,853 +26%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$643K +$33.9K +1,215 +5%
William Blair & Company
45
William Blair & Company
Illinois
$638K -$1.02M -36,618 -61%
PAS
46
Park Avenue Securities
New York
$599K +$7.95K +285 +1%
BAAM
47
Baker Avenue Asset Management
California
$599K +$190K +6,831 +46%
DL
48
DOHJ LLC
Washington
$595K +$601K +21,561 New
Morgan Stanley
49
Morgan Stanley
New York
$589K -$9.2M -329,871 -94%
PG
50
Proffitt & Goodson
Tennessee
$577K +$79.3K +2,845 +16%
1
2
3 4 5

SUSC Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2021, worth a combined $449M — down 3.8% from $467M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SUSC positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.8M. The largest seller was Morgan Stanley, cutting an estimated $9.2M.

  • 128 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $449M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 21 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2021 and 15 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2021 was Ameriprise, an estimated $7.8M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2021 was Morgan Stanley, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2021.