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iShares ESG Aware USD Corporate Bond ETF
SUSC

170 hedge funds and large institutions have $644M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 32

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

10% more funds holding

Funds holding: 155 → 170 (+15)

1.95% more ownership

Funds ownership: 67.39% → 69.34% (+1.9%)

4% more capital invested

Capital invested by funds: $621M → $644M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
97
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
2
Jane Street
Jane Street
New York
+$19.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.8M
4
OMC
Old Mission Capital
Illinois
+$3.33M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$2.66M

Top Sellers

1
BlackRock
BlackRock
New York
-$14.4M
2
Ameriprise
Ameriprise
Minnesota
-$6.5M
3
OWA
One Wealth Advisors
California
-$4.08M
4
UBS Group
UBS Group
Switzerland
-$1.74M
5
BCM
Brookstone Capital Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$2.52M +$155K +6,674 +6%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$2.37M +$18.4K +794 +0.7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.37M +$510K +22,003 +25%
WB
29
WesBanco Bank
West Virginia
$2.27M -$211K -9,132 -8%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$2M +$387K +16,712 +22%
B
31
Bailard
California
$1.91M -$265K -11,453 -12%
Vontobel Holding
32
Vontobel Holding
Switzerland
$1.72M +$1.83M +79,176 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.7M +$891K +38,487 +97%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.67M +$377K +16,275 +27%
Prudential Financial
35
Prudential Financial
New Jersey
$1.6M +$411K +17,728 +32%
PWM
36
Perigon Wealth Management
California
$1.58M +$1.33M +57,407 +383%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.56M +$512K +22,106 +45%
EH
38
Equitable Holdings
New York
$1.53M -$16.8K -724 -1%
GI
39
Gradient Investments
Minnesota
$1.47M +$1.57M +67,594 +211,231%
Financial Engines Advisors
40
Financial Engines Advisors
California
$1.45M +$217K +9,373 +16%
WP
41
WealthSource Partners
California
$1.41M +$197K +8,498 +15%
M&T Bank
42
M&T Bank
New York
$1.38M -$218K -9,418 -13%
KFAA
43
Klaas Financial Asset Advisors
Illinois
$1.35M +$605K +26,134 +73%
HGWM
44
Horst & Graben Wealth Management
Oregon
$1.29M +$441K +19,055 +48%
MMA
45
Miracle Mile Advisors
California
$1.27M +$281K +12,145 +26%
VCM
46
Vision Capital Management
Oregon
$1.26M +$1.34M +58,030 New
SHJ
47
Sharkey, Howes & Javer
Colorado
$1.24M +$420K +18,154 +47%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.2M +$182K +7,844 +17%
BlackRock
49
BlackRock
New York
$1.2M -$14.4M -622,583 -92%
RJA
50
Raymond James & Associates
Florida
$1.15M +$624K +26,935 +104%
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SUSC Hedge Fund Activity: Q3 2022 in Review

170 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2022, worth a combined $644M — up 3.6% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 8 closed out — a net gain of 16 holders — while 97 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $30.7M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 170 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $644M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2022, up 3.6% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2022 and 8 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $30.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2022 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.