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iShares ESG Aware USD Corporate Bond ETF
SUSC

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $797M → $854M (+$56.7M)

2.27% more ownership

Funds ownership: 77.92% → 80.19% (+2.3%)

0% more funds holding

Funds holding: 202 → 203 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$83.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$21.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.34M
5
FGAM
Financial Gravity Asset Management
Texas
+$6.15M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.7M
3
Jane Street
Jane Street
New York
-$9.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$1.82M -$476K -21,328 -20%
BCM
52
Brookstone Capital Management
Illinois
$1.76M -$6.38K -286 -0.3%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$1.47M +$149K +6,665 +11%
MMA
54
Miracle Mile Advisors
California
$1.39M +$506K +22,698 +55%
DI
55
DFPG Investments
Utah
$1.36M -$915 -41 -0.1%
SWG
56
Summit Wealth Group
Vermont
$1.28M +$5.38K +241 +0.4%
CL
57
Choreo LLC
Illinois
$1.26M +$316K +14,179 +32%
SAG
58
SageView Advisory Group
California
$1.25M +$51.3K +2,300 +4%
TDWM
59
Topel & Distasi Wealth Management
California
$1.2M +$128K +5,748 +12%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.2M +$1.08M +48,537 +748%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$1.14M -$256K -11,481 -18%
M&T Bank
62
M&T Bank
New York
$1.11M -$83.9K -3,763 -7%
PG
63
Proffitt & Goodson
Tennessee
$1.09M +$26.2K +1,176 +2%
B
64
Bailard
California
$1.08M -$227K -10,199 -17%
SWM
65
SigFig Wealth Management
California
$1.04M -$134K -6,002 -11%
AWM
66
Aprio Wealth Management
Georgia
$1.03M +$311K +13,963 +42%
WP
67
WealthShield Partners
North Carolina
$1.01M +$29.3K +1,314 +3%
EWM
68
Empirical Wealth Management
Washington
$997K +$227K +10,190 +29%
Truist Financial
69
Truist Financial
North Carolina
$955K +$161K +7,206 +20%
OIA
70
OneDigital Investment Advisors
Kansas
$944K +$367K +16,444 +61%
VCM
71
Vision Capital Management
Oregon
$941K +$13.1K +586 +1%
UB
72
UMB Bank
Missouri
$938K – – –
CFG
73
Carr Financial Group
Massachusetts
$932K -$178K -8,000 -16%
COCM
74
Charter Oak Capital Management
New Hampshire
$910K +$300K +13,454 +47%
AWM
75
AE Wealth Management
Kansas
$877K -$135K -6,032 -13%
1 2
3
4 5

SUSC Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2023, worth a combined $854M — up 7.1% from $797M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSC positions and 17 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.1M. The largest seller was Envestnet Asset Management, cutting an estimated $66M.

  • 203 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $854M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 19 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2023 and 17 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $83.1M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2023.