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iShares ESG Aware USD Corporate Bond ETF
SUSC

196 hedge funds and large institutions have $746M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 38

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $573M → $746M (+$174M)

8% more funds holding

Funds holding: 182 → 196 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.34% less ownership

Funds ownership: 70.77% → 70.43% (-0.34%)

Holders
196
Holders Change
+14
Holders Change %
+7.69%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
107
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.5M
2
SC
Savant Capital
Illinois
+$14.9M
3
BlackRock
BlackRock
New York
+$11.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.78M
5
SWG
Summit Wealth Group
Vermont
+$8.27M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$10.7M
2
Wells Fargo
Wells Fargo
California
-$2.22M
3
Jane Street
Jane Street
New York
-$1.32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.26M
5
LRWA
Long Run Wealth Advisors
New York
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
51
Bailard
California
$1.42M -$499K -21,883 -26%
SAG
52
SageView Advisory Group
California
$1.32M +$35.7K +1,564 +3%
M&T Bank
53
M&T Bank
New York
$1.27M -$102K -4,465 -7%
SWM
54
SigFig Wealth Management
California
$1.22M +$443K +19,432 +58%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.19M +$677K +29,659 +134%
WP
56
WealthShield Partners
North Carolina
$1.18M +$233K +10,215 +25%
CFG
57
Carr Financial Group
Massachusetts
$1.17M – – –
MMA
58
Miracle Mile Advisors
California
$1.13M +$161K +7,048 +17%
TDWM
59
Topel & Distasi Wealth Management
California
$1.13M +$277K +12,132 +33%
PA
60
PFG Advisors
Arizona
$1.06M +$39.3K +1,720 +4%
PG
61
Proffitt & Goodson
Tennessee
$1.04M +$1.19K +52 +0.1%
VCM
62
Vision Capital Management
Oregon
$1.02M -$310K -13,592 -23%
CL
63
Choreo LLC
Illinois
$981K +$973K +42,625 New
AWM
64
AE Wealth Management
Kansas
$970K +$216K +9,466 +29%
GI
65
Gradient Investments
Minnesota
$920K -$204K -8,958 -18%
NA
66
NewEdge Advisors
Louisiana
$834K +$827K +36,240 New
BPA
67
Beacon Pointe Advisors
California
$821K +$814K +35,663 New
CA
68
Cetera Advisors
Colorado
$820K +$304K +13,337 +60%
EWM
69
Empirical Wealth Management
Washington
$815K +$71.5K +3,132 +10%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$801K +$24K +1,052 +3%
Truist Financial
71
Truist Financial
North Carolina
$800K -$177K -7,735 -18%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$797K +$362K +15,870 +85%
VWM
73
Venturi Wealth Management
Texas
$746K +$472K +20,664 +176%
AWM
74
Aprio Wealth Management
Georgia
$737K -$203K -8,916 -22%
HPM
75
Hoxton Planning & Management
West Virginia
$731K +$221K +9,666 +44%
1 2
3
4 5

SUSC Hedge Fund Activity: Q1 2023 in Review

196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2023, worth a combined $746M — up 30% from $573M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SUSC positions and 16 closed out — a net gain of 19 holders — while 107 added to existing stakes and 38 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $76.5M. The largest seller was Ameriprise, cutting an estimated $10.7M.

  • 196 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2023, up from 182 in Q4 2022.
  • Funds reported $746M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2023, up 30% quarter-over-quarter.
  • 35 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2023 and 16 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $76.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2023 was Ameriprise, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2023.