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iShares ESG Aware USD Corporate Bond ETF

81 hedge funds and large institutions have $192M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 5

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

115% more capital invested

Capital invested by funds: $89.2M → $192M (+$103M)

35% more funds holding

Funds holding: 6081 (+21)

10.09% more ownership

Funds ownership: 79.49%89.58% (+10%)

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
42
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$264K +$256K +9,564 New
BIA
52
Bigelow Investment Advisors
Maine
$255K +$248K +9,240 New
SI
53
SimpliFi Inc
California
$244K +$1.61K +60 +0.7%
MWM
54
Mattern Wealth Management
Kansas
$228K +$221K +8,244 New
FFN
55
Focus Financial Network
Minnesota
$223K +$217K +8,084 New
EVM
56
Eaton Vance Management
Massachusetts
$219K +$212K +7,926 New
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$76.7K +2,861 +70%
FANJ
58
Financial Architects (New Jersey)
New Jersey
$125K +$76.8K +2,865 +174%
PA
59
Parallel Advisors
California
$121K +$118K +4,401 New
PAG
60
Private Advisor Group
New Jersey
$92K +$89.5K +3,338 New
PA
61
Procyon Advisors
Connecticut
$82K +$31.9K +1,190 +68%
SPIA
62
Steward Partners Investment Advisory
New York
$72K +$61.3K +2,287 +691%
Morgan Stanley
63
Morgan Stanley
New York
$65K +$63.1K +2,353 New
SFS
64
Sowell Financial Services
Arkansas
$55K +$24.4K +910 +84%
GWM
65
Geneos Wealth Management
Colorado
$36K +$13.4K +500 +60%
FCM
66
Firestone Capital Management
Florida
$33K +$20.4K +760 +178%
MAM
67
Meeder Asset Management
Ohio
$32K +$31.2K +1,165 New
OPS
68
Orion Portfolio Solutions
Nebraska
$32K +$31.2K +1,165 New
RCA
69
Rowland Carmichael Advisors
Arizona
$26K +$18.2K +679 +264%
AF
70
Advisornet Financial
Minnesota
$25K
BBA
71
Braun-Bostich & Associates
Pennsylvania
$23K +$4.66K +174 +27%
LFG
72
LifePlan Financial Group
Ohio
$21K
SIAS
73
Shine Investment Advisory Services
Colorado
$17K +$16.1K +600 New
CAN
74
Cetera Advisor Networks
California
$13K +$12.2K +457 New
APA
75
American Portfolios Advisors
New York
$8.73K

SUSC Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2020, worth a combined $192M — up 115% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUSC positions and 6 closed out — a net gain of 21 holders — while 42 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $43.4M. The largest seller was Jaffetilchin Investment Partners, exiting entirely with an estimated $443K sold.

  • 81 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2020, up from 60 in Q1 2020.
  • Funds reported $192M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2020, up 115% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2020 and 6 closed out, a net change of +21 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $43.4M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2020 was Jaffetilchin Investment Partners, an estimated $443K sold.

Based on aggregated 13F filings for Q2 2020.