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iShares ESG Aware USD Corporate Bond ETF
SUSC

51 hedge funds and large institutions have $72.9M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 4

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

21% more funds holding

Funds holding: 42 → 51 (+9)

9% more capital invested

Capital invested by funds: $67.1M → $72.9M (+$5.81M)

30.75% less ownership

Funds ownership: 108.69% → 77.94% (-31%)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.53M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$1.15M
4
Ameriprise
Ameriprise
Minnesota
+$1.06M
5
RWP
RWA Wealth Partners
Massachusetts
+$619K

Top Sellers

1
Jane Street
Jane Street
New York
-$7.34M
2
GSWM
Golden State Wealth Management
California
-$116K
3
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
-$71K
4
FAAS
First Allied Advisory Services
California
-$35K
5
HA
Harborview Advisors
Maine
-$12.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
51
BlackRock
New York
$2K +$580 +22 +31%
FWP
52
FAS Wealth Partners
Kansas
$2K +$2.37K +90 New
GSWM
53
Golden State Wealth Management
California
– -$116K -4,420 Closed
APSP
54
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$71K -2,682 Closed
FAAS
55
First Allied Advisory Services
California
– -$35K -1,325 Closed
1 2
3

SUSC Hedge Fund Activity: Q4 2019 in Review

51 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2019, worth a combined $72.9M — up 8.7% from $67.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SUSC positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.53M. The largest seller was Jane Street, cutting an estimated $7.34M.

  • 51 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2019, up from 42 in Q3 2019.
  • Funds reported $72.9M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 13 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2019 and 3 closed out, a net change of +10 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $3.53M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $7.34M sold.

Based on aggregated 13F filings for Q4 2019.