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iShares ESG Aware USD Corporate Bond ETF

132 hedge funds and large institutions have $551M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 18

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $474M → $551M (+$76.6M)

10% more funds holding

Funds holding: 120132 (+12)

0.01% more ownership

Funds ownership: 66.05%66.06% (+0.01%)

Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
72
Reduced
18
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$634K +$647K +23,517 New
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$617K -$112K -4,085 -15%
PR
53
Payden & Rygel
California
$537K
BIA
54
Bigelow Investment Advisors
Maine
$504K +$146K +5,305 +40%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$488K +$145K +5,281 +41%
PAG
56
Private Advisor Group
New Jersey
$449K -$194K -7,050 -30%
FT
57
Fiduciary Trust
Massachusetts
$443K -$5.5K -200 -1%
RCAG
58
Rehmann Capital Advisory Group
Michigan
$435K +$963 +35 +0.2%
CCA
59
Cobblestone Capital Advisors
New York
$431K +$24K +873 +6%
Betterment LLC
60
Betterment LLC
New York
$416K +$425K +15,448 New
RG
61
Rathbones Group
United Kingdom
$407K +$415K +15,100 New
BAAM
62
Baker Avenue Asset Management
California
$403K +$102K +3,714 +33%
PA
63
PFG Advisors
Arizona
$398K +$140K +5,101 +53%
PG
64
Proffitt & Goodson
Tennessee
$395K +$182K +6,602 +82%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$391K +$116K +4,216 +41%
WCM
66
Windsor Capital Management
Arizona
$381K +$550 +20 +0.1%
DAS
67
Dynamic Advisor Solutions
Arizona
$361K -$329K -11,971 -47%
TC
68
Trilogy Capital
California
$355K +$139K +5,054 +62%
MIS
69
Morningstar Investment Services
Illinois
$341K +$38.9K +1,414 +13%
APW
70
Austin Private Wealth
Texas
$326K -$24.8K -901 -7%
HighTower Advisors
71
HighTower Advisors
Illinois
$321K -$313K -11,366 -49%
TI
72
tru Independence
Oregon
$303K +$184K +6,700 +150%
SB
73
Strategic Blueprint
Georgia
$302K +$309K +11,225 New
MNG
74
Manning & Napier Group
New York
$297K
NL
75
NWAM LLC
Washington
$294K +$300K +10,919 New

SUSC Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2021, worth a combined $551M — up 16% from $474M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUSC positions and 17 closed out — a net gain of 15 holders — while 72 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.5M. The largest seller was BlackRock, cutting an estimated $8.6M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2021, up from 120 in Q4 2020.
  • Funds reported $551M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 32 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2021 was Citadel Advisors, an estimated $35.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2021.