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iShares ESG Aware USD Corporate Bond ETF

132 hedge funds and large institutions have $558M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $449M → $558M (+$110M)

6.7% more ownership

Funds ownership: 54.69%61.39% (+6.7%)

3% more funds holding

Funds holding: 128132 (+4)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
69
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
51
Topel & Distasi Wealth Management
California
$865K +$870K +31,689 New
Bank Julius Baer & Co
52
Bank Julius Baer & Co
Switzerland
$816K +$375K +13,669 +84%
LFA
53
Level Financial Advisors
New York
$741K +$745K +27,136 New
EH
54
Equitable Holdings
New York
$737K +$4.94K +180 +0.7%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$681K +$42.3K +1,543 +7%
NL
56
NEPC LLC
Massachusetts
$671K +$547K +19,928 +426%
WT
57
Whittier Trust
California
$644K -$253K -9,202 -28%
William Blair & Company
58
William Blair & Company
Illinois
$627K -$5.74K -209 -0.9%
PAS
59
Park Avenue Securities
New York
$615K +$20.8K +757 +3%
RG
60
Rathbones Group
United Kingdom
$606K -$86.4K -3,150 -12%
BAAM
61
Baker Avenue Asset Management
California
$600K +$5.21K +190 +0.9%
HighTower Advisors
62
HighTower Advisors
Illinois
$597K -$252K -9,170 -30%
BIA
63
Bigelow Investment Advisors
Maine
$578K -$65.3K -2,380 -10%
MML Investors Services
64
MML Investors Services
Massachusetts
$566K +$169K +6,160 +42%
TC
65
Trilogy Capital
California
$565K +$14.4K +523 +3%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$546K
FWM
67
Fingerlakes Wealth Management
New York
$536K +$538K +19,606 New
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$535K
KFAA
69
Klaas Financial Asset Advisors
Illinois
$532K +$151K +5,502 +39%
NCM
70
Neumann Capital Management
California
$525K +$8.23K +300 +2%
CCA
71
Cobblestone Capital Advisors
New York
$522K +$45.6K +1,661 +10%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$496K +$3.6K +131 +0.7%
FAFN
73
First Affirmative Financial Network
Colorado
$487K -$39.9K -1,454 -8%
APA
74
Astoria Portfolio Advisors
New York
$484K +$487K +17,751 New
FANJ
75
Financial Architects (New Jersey)
New Jersey
$482K -$39.7K -1,445 -8%

SUSC Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2021, worth a combined $558M — up 24% from $449M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 16 closed out — a net gain of 8 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $8.49M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.03M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2021, up from 128 in Q3 2021.
  • Funds reported $558M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $8.49M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2021.