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iShares ESG Aware USD Corporate Bond ETF
SUSC

202 hedge funds and large institutions have $797M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 59

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

7.49% more ownership

Funds ownership: 70.43% → 77.92% (+7.5%)

7% more capital invested

Capital invested by funds: $746M → $797M (+$50.6M)

3% more funds holding

Funds holding: 196 → 202 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
97
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$20M
2
Jane Street
Jane Street
New York
+$9.75M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$4.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.6M
5
BlackRock
BlackRock
New York
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
SWG
Summit Wealth Group
Vermont
-$7.36M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.93M
3
CFGS
Concourse Financial Group Securities
Alabama
-$1.39M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.08M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$986K
Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$1.39M -$21.1K -926 -1%
B
52
Bailard
California
$1.36M -$41.1K -1,803 -3%
SWG
53
Summit Wealth Group
Vermont
$1.33M -$7.36M -323,011 -85%
SAG
54
SageView Advisory Group
California
$1.26M -$48K -2,108 -4%
M&T Bank
55
M&T Bank
New York
$1.25M -$9.79K -430 -0.8%
SWM
56
SigFig Wealth Management
California
$1.21M +$13K +569 +1%
ASN
57
Advisory Services Network
Georgia
$1.2M -$778K -34,145 -39%
CFG
58
Carr Financial Group
Massachusetts
$1.16M – – –
TDWM
59
Topel & Distasi Wealth Management
California
$1.12M +$3.53K +155 +0.3%
PG
60
Proffitt & Goodson
Tennessee
$1.11M +$80.9K +3,551 +8%
NA
61
NewEdge Advisors
Louisiana
$1.09M +$264K +11,602 +32%
AWM
62
AE Wealth Management
Kansas
$1.05M +$95.4K +4,189 +10%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.04M +$250K +10,967 +32%
WP
64
WealthShield Partners
North Carolina
$1.03M -$141K -6,177 -12%
PA
65
PFG Advisors
Arizona
$1.02M -$22.5K -986 -2%
CL
66
Choreo LLC
Illinois
$999K +$29.3K +1,285 +3%
UB
67
UMB Bank
Missouri
$980K +$982K +43,106 New
VCM
68
Vision Capital Management
Oregon
$970K -$42.8K -1,881 -4%
MMA
69
Miracle Mile Advisors
California
$937K -$182K -8,000 -16%
GI
70
Gradient Investments
Minnesota
$899K -$9.79K -430 -1%
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$890K +$234K +10,289 +36%
CA
72
Cetera Advisors
Colorado
$883K +$72.5K +3,184 +9%
Truist Financial
73
Truist Financial
North Carolina
$835K +$44.2K +1,940 +6%
APW
74
Austin Private Wealth
Texas
$834K +$152K +6,660 +22%
EWM
75
Empirical Wealth Management
Washington
$810K +$5.28K +232 +0.7%
1 2
3
4 5

SUSC Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2023, worth a combined $797M — up 6.8% from $746M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUSC positions and 13 closed out — a net gain of 7 holders — while 97 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20M. The largest seller was Summit Wealth Group, cutting an estimated $7.36M.

  • 202 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2023, up from 196 in Q1 2023.
  • Funds reported $797M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2023, up 6.8% quarter-over-quarter.
  • 20 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2023 and 13 closed out, a net change of +7 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $20M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2023 was Summit Wealth Group, an estimated $7.36M sold.

Based on aggregated 13F filings for Q2 2023.