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iShares ESG Aware USD Corporate Bond ETF
SUSC

154 hedge funds and large institutions have $566M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

125% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 32

17% more funds holding

Funds holding: 132 → 154 (+22)

5.56% more ownership

Funds ownership: 61.39% → 66.95% (+5.6%)

1% more capital invested

Capital invested by funds: $558M → $566M (+$7.98M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
42
Increased
72
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.72M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$5.59M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.01M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$30M
2
SAM
Synergy Asset Management
Washington
-$6.6M
3
FPF
First Pacific Financial
Washington
-$6.27M
4
PG
Prostatis Group
Maryland
-$4.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
26
WesBanco Bank
West Virginia
$2.73M +$22.7K +879 +0.8%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$2.72M -$140K -5,428 -5%
B
28
Bailard
California
$2.65M +$427K +16,512 +19%
5L
29
55I LLC
Massachusetts
$2.33M +$2.4M +92,886 New
AWS
30
Atria Wealth Solutions
New York
$2.29M +$2.36M +91,312 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.01M -$50.5K -1,951 -2%
PSUF
32
People's United Financial
Connecticut
$1.94M -$759K -29,312 -28%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.64M +$1.7M +65,493 New
EH
34
Equitable Holdings
New York
$1.49M +$834K +32,227 +119%
FLPIM
35
F.L. Putnam Investment Management
Massachusetts
$1.41M +$185K +7,151 +15%
HHGA
36
Halbert Hargrove Global Advisors
California
$1.33M -$22.2K -856 -2%
OWA
37
One Wealth Advisors
California
$1.3M +$1.34M +51,851 New
Prudential Financial
38
Prudential Financial
New Jersey
$1.28M +$1.32M +51,074 New
AF
39
Arrow Financial
New York
$1.28M – – –
MMA
40
Miracle Mile Advisors
California
$1.22M +$15K +580 +1%
AWM
41
Axxcess Wealth Management
California
$1.21M +$290K +11,213 +30%
Financial Engines Advisors
42
Financial Engines Advisors
California
$1.18M +$1.21M +46,895 New
AIP
43
Ameritas Investment Partners
Nebraska
$1.18M -$478K -18,467 -28%
SHJ
44
Sharkey, Howes & Javer
Colorado
$1.16M +$1.2M +46,287 New
MCWS
45
McKinley Carter Wealth Services
West Virginia
$1.15M +$350K +13,514 +42%
PWM
46
Perigon Wealth Management
California
$1.13M +$1.16M +44,939 New
PA
47
PFG Advisors
Arizona
$1.1M +$131K +5,061 +13%
Truist Financial
48
Truist Financial
North Carolina
$1.06M +$68.2K +2,634 +7%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.05M +$910K +35,157 +525%
LFA
50
Level Financial Advisors
New York
$1.03M +$356K +13,743 +51%
1
2
3 4 5

SUSC Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2022, worth a combined $566M — up 1.4% from $558M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SUSC positions and 17 closed out — a net gain of 25 holders — while 72 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $70.7M. The largest seller was Ameriprise, cutting an estimated $30M.

  • 154 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $566M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2022, up 1.4% quarter-over-quarter.
  • 42 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2022 and 17 closed out, a net change of +25 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $70.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2022 was Ameriprise, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2022.