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iShares ESG Aware USD Corporate Bond ETF

86 hedge funds and large institutions have $418M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 10

118% more capital invested

Capital invested by funds: $192M → $418M (+$226M)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

6% more funds holding

Funds holding: 8186 (+5)

15.05% less ownership

Funds ownership: 89.58%74.54% (-15%)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Cobblestone Capital Advisors
New York
$382K +$31.2K +1,115 +9%
WCM
52
Windsor Capital Management
Arizona
$380K -$240K -8,588 -39%
LFA
53
Legacy Financial Advisors
Kentucky
$368K +$11.9K +425 +3%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$354K +$163K +5,842 +84%
GSWM
55
Golden State Wealth Management
California
$327K +$13.8K +494 +4%
BIA
56
Bigelow Investment Advisors
Maine
$316K +$60.7K +2,169 +23%
CFD
57
Creative Financial Designs
Indiana
$293K +$296K +10,579 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$285K
MWM
59
Mattern Wealth Management
Kansas
$269K +$40.4K +1,444 +18%
MIS
60
Morningstar Investment Services
Illinois
$262K +$264K +9,441 New
SI
61
SimpliFi Inc
California
$246K +$1.29K +46 +0.5%
FP
62
Fiduciary Planning
Florida
$246K +$249K +8,882 New
EVM
63
Eaton Vance Management
Massachusetts
$245K +$25.2K +902 +11%
Stifel Financial
64
Stifel Financial
Missouri
$238K -$27.4K -980 -10%
FFN
65
Focus Financial Network
Minnesota
$224K
PG
66
Proffitt & Goodson
Tennessee
$200K +$202K +7,222 New
AF
67
Advisornet Financial
Minnesota
$124K +$99.2K +3,544 +384%
SPIA
68
Steward Partners Investment Advisory
New York
$119K +$46.4K +1,659 +63%
NFG
69
Next Financial Group
Texas
$115K +$116K +4,130 New
CPW
70
Catalyst Private Wealth
California
$75K +$75.6K +2,703 New
PA
71
Parallel Advisors
California
$74K -$48.5K -1,734 -39%
MAM
72
Meeder Asset Management
Ohio
$70K +$38.3K +1,370 +118%
Morgan Stanley
73
Morgan Stanley
New York
$65K +$28 +1 +0%
SFS
74
Sowell Financial Services
Arkansas
$55K +$140 +5 +0.3%
GWM
75
Geneos Wealth Management
Colorado
$36K

SUSC Hedge Fund Activity: Q3 2020 in Review

86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2020, worth a combined $418M — up 118% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SUSC positions and 10 closed out — a net gain of 5 holders — while 51 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, adding an estimated $162M. The largest seller was Pendal Group, cutting an estimated $2.6M.

  • 86 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2020, up from 81 in Q2 2020.
  • Funds reported $418M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2020, up 118% quarter-over-quarter.
  • 15 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2020 and 10 closed out, a net change of +5 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2020 was Ameriprise, an estimated $162M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2020 was Pendal Group, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2020.