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iShares ESG Aware USD Corporate Bond ETF
SUSC

60 hedge funds and large institutions have $89.2M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 7

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $72.9M → $89.2M (+$16.3M)

18% more funds holding

Funds holding: 51 → 60 (+9)

1.55% more ownership

Funds ownership: 77.94% → 79.49% (+1.6%)

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
33
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.49M
2
PG
Pendal Group
Australia
+$3.5M
3
UBS Group
UBS Group
Switzerland
+$858K
4
PI
PFS Investments
Georgia
+$804K
5
Ameriprise
Ameriprise
Minnesota
+$653K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$677K
2
TC
TownSquare Capital
Utah
-$223K
3
ASN
Advisory Services Network
Georgia
-$107K
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$42.1K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$41.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
51
Braun-Bostich & Associates
Pennsylvania
$16K +$4.91K +186 +41%
FCM
52
Firestone Capital Management
Florida
$11K +$53 +2 +0.5%
APA
53
American Portfolios Advisors
New York
$8.12K +$8.34K +316 New
SPIA
54
Steward Partners Investment Advisory
New York
$8K – – –
RCA
55
Rowland Carmichael Advisors
Arizona
$7K +$1.69K +64 +33%
RWG
56
Regal Wealth Group
California
$6K – – –
EIP
57
Ellis Investment Partners
Pennsylvania
$5K +$26 +1 +0.5%
BlackRock
58
BlackRock
New York
$3K +$370 +14 +15%
FWP
59
FAS Wealth Partners
Kansas
$2K +$132 +5 +6%
TRCT
60
Tower Research Capital (TRC)
New York
$2K +$1.9K +72 New
Jane Street
61
Jane Street
New York
– -$677K -25,578 Closed
TC
62
TownSquare Capital
Utah
– -$223K -8,427 Closed
ACM
63
Anfield Capital Management
California
– -$17K -645 Closed
CGI
64
Cougar Global Investments
Ontario, Canada
– -$3K -99 Closed
Wells Fargo
65
Wells Fargo
California
– +$26 +1 New
1 2
3

SUSC Hedge Fund Activity: Q1 2020 in Review

60 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2020, worth a combined $89.2M — up 22% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SUSC positions and 4 closed out — a net gain of 11 holders — while 33 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.49M. The largest seller was Jane Street, exiting entirely with an estimated $677K sold.

  • 60 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2020, up from 51 in Q4 2019.
  • Funds reported $89.2M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2020, up 22% quarter-over-quarter.
  • 15 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2020 and 4 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $5.49M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2020 was Jane Street, an estimated $677K sold.

Based on aggregated 13F filings for Q1 2020.