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iShares ESG Aware USD Corporate Bond ETF
SUSC

132 hedge funds and large institutions have $558M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $449M → $558M (+$110M)

6.7% more ownership

Funds ownership: 54.69% → 61.39% (+6.7%)

3% more funds holding

Funds holding: 128 → 132 (+4)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
69
Reduced
21
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$8.49M
2
SAM
Synergy Asset Management
Washington
+$6.64M
3
Creative Planning
Creative Planning
Kansas
+$3.15M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$3.11M
5
AA
Acorns Advisers
California
+$3.09M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.03M
2
BlackRock
BlackRock
New York
-$1.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.24M
4
PSUF
People's United Financial
Connecticut
-$863K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$607K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
26
WesBanco Bank
West Virginia
$2.94M +$797K +29,043 +37%
PSUF
27
People's United Financial
Connecticut
$2.91M -$863K -31,455 -23%
OMC
28
Old Mission Capital
Illinois
$2.73M +$2.44M +88,857 +796%
LRWA
29
Long Run Wealth Advisors
New York
$2.64M +$2.66M +96,767 New
Morgan Stanley
30
Morgan Stanley
New York
$2.58M +$2.01M +73,112 +341%
B
31
Bailard
California
$2.41M +$83.2K +3,031 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.23M +$507K +18,462 +29%
RJA
33
Raymond James & Associates
Florida
$2.22M +$236K +8,589 +12%
Jane Street
34
Jane Street
New York
$2.16M +$2.17M +79,037 New
AIP
35
Ameritas Investment Partners
Nebraska
$1.78M +$216K +7,863 +14%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.59M +$50.2K +1,828 +3%
PR
37
Payden & Rygel
California
$1.54M – – –
HHGA
38
Halbert Hargrove Global Advisors
California
$1.46M +$151K +5,500 +11%
CRI
39
Colonial River Investments
Virginia
$1.39M +$1.4M +51,068 New
AF
40
Arrow Financial
New York
$1.39M +$15.5K +565 +1%
FLPIM
41
F.L. Putnam Investment Management
Massachusetts
$1.33M +$235K +8,554 +21%
MMA
42
Miracle Mile Advisors
California
$1.31M +$61.8K +2,253 +5%
PAG
43
Private Advisor Group
New Jersey
$1.26M +$1.27M +46,219 New
QC
44
Quent Capital
New York
$1.23M +$1.24M +45,002 New
Truist Financial
45
Truist Financial
North Carolina
$1.08M +$27.2K +992 +3%
PA
46
PFG Advisors
Arizona
$1.06M +$56.9K +2,075 +6%
AWM
47
Axxcess Wealth Management
California
$1.01M +$1.01M +36,907 New
CFGS
48
Concourse Financial Group Securities
Alabama
$976K +$970K +35,361 +8,840%
PC
49
Pecaut & Co
Iowa
$942K -$247K -8,994 -21%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$884K +$542K +19,765 +157%
1
2
3 4 5

SUSC Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2021, worth a combined $558M — up 24% from $449M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 16 closed out — a net gain of 8 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $8.49M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.03M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2021, up from 128 in Q3 2021.
  • Funds reported $558M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $8.49M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2021.