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iShares ESG Aware USD Corporate Bond ETF
SUSC

271 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 92

10% more funds holding

Funds holding: 247 → 271 (+24)

1.5% more ownership

Funds ownership: 81.23% → 82.74% (+1.5%)

3% less capital invested

Capital invested by funds: $948M → $922M (-$26.3M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
111
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.24M
3
Betterment LLC
Betterment LLC
New York
+$4.58M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.53M
5
AF
Allworth Financial
California
+$1.76M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.5M
2
B
Barings
North Carolina
-$6.87M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.11M
4
MIS
Morningstar Investment Services
Illinois
-$3.82M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.43M -$217K -9,354 -4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$5.3M +$28.7K +1,240 +0.5%
AssetMark Inc
28
AssetMark Inc
California
$5.18M +$359K +15,500 +7%
IWA
29
Invera Wealth Advisors
Oregon
$5.15M +$214K +9,245 +4%
DL
30
DOHJ LLC
Washington
$5.09M +$234K +10,122 +5%
AWS
31
Atria Wealth Solutions
New York
$4.73M -$526K -22,730 -10%
SC
32
Savant Capital
Illinois
$4.67M +$74.9K +3,233 +2%
Raymond James Financial
33
Raymond James Financial
Florida
$4.33M +$4.41M +190,540 New
FLPIM
34
F.L. Putnam Investment Management
Massachusetts
$4.24M +$894K +38,582 +26%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.14M +$270K +11,670 +7%
HGWM
36
Horst & Graben Wealth Management
Oregon
$4.09M +$129K +5,572 +3%
PWM
37
Perigon Wealth Management
California
$4M +$144K +6,207 +4%
OIA
38
OneDigital Investment Advisors
Kansas
$3.79M +$86.3K +3,727 +2%
LRWA
39
Long Run Wealth Advisors
New York
$3.63M +$355K +15,336 +11%
KFAA
40
Klaas Financial Asset Advisors
Illinois
$3.44M +$746K +32,230 +27%
WB
41
WesBanco Bank
West Virginia
$3.34M +$159K +6,845 +5%
SG
42
Stanich Group
New York
$3.33M +$3.4M +146,782 New
MMA
43
Miracle Mile Advisors
California
$3.23M +$3.68K +159 +0.1%
EH
44
Equitable Holdings
New York
$3.23M -$251K -10,857 -7%
AF
45
Allworth Financial
California
$3.14M +$1.76M +76,101 +123%
EB
46
Eastern Bank
Massachusetts
$3.12M -$9.38K -405 -0.3%
SHJ
47
Sharkey, Howes & Javer
Colorado
$2.96M -$20.5K -886 -0.7%
RF
48
Rossby Financial
Florida
$2.79M +$2.84M +122,603 New
UCFA
49
United Capital Financial Advisors
Texas
$2.75M -$108K -4,665 -4%
FWI
50
Facet Wealth Inc
Maryland
$2.54M +$88.7K +3,831 +4%
1
2
3 4 5

SUSC Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2024, worth a combined $922M — down 2.8% from $948M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SUSC positions and 20 closed out — a net gain of 28 holders — while 111 added to existing stakes and 92 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Envestnet Asset Management, cutting an estimated $11.5M.

  • 271 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2024, up from 247 in Q3 2024.
  • Funds reported $922M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2024 and 20 closed out, a net change of +28 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $13.1M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2024.