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iShares ESG Aware USD Corporate Bond ETF
SUSC

154 hedge funds and large institutions have $566M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

125% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 32

17% more funds holding

Funds holding: 132 → 154 (+22)

5.56% more ownership

Funds ownership: 61.39% → 66.95% (+5.6%)

1% more capital invested

Capital invested by funds: $558M → $566M (+$7.98M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
42
Increased
72
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.72M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$5.59M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.01M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$30M
2
SAM
Synergy Asset Management
Washington
-$6.6M
3
FPF
First Pacific Financial
Washington
-$6.27M
4
PG
Prostatis Group
Maryland
-$4.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$1.02M +$405K +15,640 +63%
CFGS
52
Concourse Financial Group Securities
Alabama
$1M +$106K +4,109 +11%
PR
53
Payden & Rygel
California
$998K -$435K -16,800 -30%
WP
54
WealthSource Partners
California
$992K +$1.02M +39,463 New
PC
55
Pecaut & Co
Iowa
$991K +$127K +4,908 +14%
EWM
56
Empirical Wealth Management
Washington
$831K +$430K +16,597 +101%
KFAA
57
Klaas Financial Asset Advisors
Illinois
$774K +$292K +11,294 +58%
HGWM
58
Horst & Graben Wealth Management
Oregon
$771K +$794K +30,694 New
NL
59
NEPC LLC
Massachusetts
$734K +$119K +4,615 +19%
TC
60
Trilogy Capital
California
$717K +$203K +7,848 +38%
TDWM
61
Topel & Distasi Wealth Management
California
$700K -$99.6K -3,848 -12%
BIA
62
Bigelow Investment Advisors
Maine
$688K +$160K +6,180 +29%
FWM
63
Fingerlakes Wealth Management
New York
$687K +$201K +7,750 +40%
RJA
64
Raymond James & Associates
Florida
$683K -$1.4M -54,026 -67%
IA
65
IFP Advisors
Florida
$671K +$707K +27,299 +6,013%
NCM
66
Neumann Capital Management
California
$669K +$192K +7,400 +38%
WP
67
WealthShield Partners
North Carolina
$612K +$630K +24,360 New
WT
68
Whittier Trust
California
$594K – – –
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$572K +$272K +10,498 +86%
RG
70
Rathbones Group
United Kingdom
$558K – – –
WCFA
71
Walkner Condon Financial Advisors
Wisconsin
$550K +$567K +21,898 New
KAS
72
Kestra Advisory Services
Texas
$533K +$549K +21,229 New
CIBC World Market
73
CIBC World Market
Ontario, Canada
$503K – – –
AWM
74
AE Wealth Management
Kansas
$499K +$514K +19,852 New
CCA
75
Cobblestone Capital Advisors
New York
$488K +$7.56K +292 +2%
1 2
3
4 5

SUSC Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2022, worth a combined $566M — up 1.4% from $558M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SUSC positions and 17 closed out — a net gain of 25 holders — while 72 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $70.7M. The largest seller was Ameriprise, cutting an estimated $30M.

  • 154 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $566M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2022, up 1.4% quarter-over-quarter.
  • 42 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2022 and 17 closed out, a net change of +25 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $70.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2022 was Ameriprise, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2022.