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iShares ESG Aware USD Corporate Bond ETF

257 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 74

4% more capital invested

Capital invested by funds: $927M → $964M (+$37.2M)

0.57% more ownership

Funds ownership: 81.98%82.55% (+0.57%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 263257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
-6
Holders Change %
-2.28%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
134
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
26
Financial Engines Advisors
California
$5.95M -$904K -39,625 -13%
IWA
27
Invera Wealth Advisors
Oregon
$5.58M +$176K +7,721 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.31M +$215K +9,425 +4%
PWM
29
Perigon Wealth Management
California
$4.97M +$327K +14,351 +7%
Raymond James Financial
30
Raymond James Financial
Florida
$4.74M +$193K +8,465 +4%
SC
31
Savant Capital
Illinois
$4.69M -$184K -8,048 -4%
CCM
32
Colorado Capital Management
Colorado
$4.5M -$281K -12,339 -6%
FLPIM
33
F.L. Putnam Investment Management
Massachusetts
$4.49M +$15.7K +688 +0.4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.28M +$106K +4,634 +3%
HGWM
35
Horst & Graben Wealth Management
Oregon
$4M +$272K +11,922 +7%
OIA
36
OneDigital Investment Advisors
Kansas
$3.8M +$364K +15,973 +11%
EH
37
Equitable Holdings
New York
$3.74M +$462K +20,249 +14%
SHJ
38
Sharkey, Howes & Javer
Colorado
$3.69M +$682K +29,902 +23%
KFAA
39
Klaas Financial Asset Advisors
Illinois
$3.63M +$41K +1,797 +1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.51M +$1.28M +55,910 +59%
WB
41
WesBanco Bank
West Virginia
$3.44M +$116K +5,074 +4%
B
42
Barings
North Carolina
$3.42M -$19.7M -862,214 -85%
LRWA
43
Long Run Wealth Advisors
New York
$3.36M +$40.1K +1,757 +1%
UCFA
44
United Capital Financial Advisors
Texas
$3.3M +$465K +20,407 +17%
Osaic Holdings
45
Osaic Holdings
Arizona
$3.06M +$731K +32,046 +32%
RF
46
Rossby Financial
Florida
$2.86M -$324K -14,186 -10%
AF
47
Allworth Financial
California
$2.85M -$260K -11,404 -9%
DL
48
DOHJ LLC
Washington
$2.64M -$1.31M -57,353 -33%
FWI
49
Facet Wealth Inc
Maryland
$2.37M +$55.6K +2,436 +2%
GM
50
GeoWealth Management
Illinois
$2.34M +$682K +29,884 +42%

SUSC Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2025, worth a combined $964M — up 4% from $927M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 134 added.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Barings, cutting an estimated $19.7M.

  • 257 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2025, down from 263 in Q1 2025.
  • Funds reported $964M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2025 was Barings, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.