We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF

170 hedge funds and large institutions have $644M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 32

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

10% more funds holding

Funds holding: 155170 (+15)

1.95% more ownership

Funds ownership: 67.39%69.34% (+1.9%)

4% more capital invested

Capital invested by funds: $621M → $644M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
97
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$1.15M -$118K -5,104 -9%
WP
52
WealthShield Partners
North Carolina
$1.1M -$168K -7,238 -13%
Truist Financial
53
Truist Financial
North Carolina
$1.04M +$48.6K +2,100 +5%
CFGS
54
Concourse Financial Group Securities
Alabama
$1.03M +$153K +6,590 +16%
PA
55
PFG Advisors
Arizona
$1M +$13.9K +600 +1%
PG
56
Proffitt & Goodson
Tennessee
$980K +$357K +15,402 +52%
KAS
57
Kestra Advisory Services
Texas
$950K +$107K +4,638 +12%
AIP
58
Ameritas Investment Partners
Nebraska
$904K +$4.79K +207 +0.5%
PR
59
Payden & Rygel
California
$865K
TWP
60
Tempus Wealth Planning
California
$858K +$912K +39,393 New
TDWM
61
Topel & Distasi Wealth Management
California
$817K +$11.3K +488 +1%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$752K -$60.9K -2,628 -7%
IA
63
IFP Advisors
Florida
$715K +$42.5K +1,833 +7%
AWM
64
AE Wealth Management
Kansas
$690K +$139K +6,011 +23%
EWM
65
Empirical Wealth Management
Washington
$676K -$28.1K -1,213 -4%
TC
66
Trilogy Capital
California
$668K +$18.1K +780 +3%
LFA
67
Level Financial Advisors
New York
$659K +$15.8K +683 +2%
AWM
68
Axxcess Wealth Management
California
$610K -$228K -9,830 -26%
FWM
69
Fingerlakes Wealth Management
New York
$608K +$2.29K +99 +0.4%
CCA
70
Cobblestone Capital Advisors
New York
$548K +$70.5K +3,043 +14%
AssetMark Inc
71
AssetMark Inc
California
$524K +$235K +10,166 +73%
JFA
72
JNBA Financial Advisors
Minnesota
$518K +$25.9K +1,119 +5%
RG
73
Rathbones Group
United Kingdom
$484K
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$483K +$55.3K +2,387 +12%
APW
75
Austin Private Wealth
Texas
$474K +$126K +5,428 +33%

SUSC Hedge Fund Activity: Q3 2022 in Review

170 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2022, worth a combined $644M — up 3.6% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 8 closed out — a net gain of 16 holders — while 97 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $30.7M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 170 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $644M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2022, up 3.6% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2022 and 8 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $30.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2022 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.