SUSC icon

iShares ESG Aware USD Corporate Bond ETF
SUSC

Overview Fund Activity

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M
3
B
3
Barings
North Carolina
$13.1M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$55.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$50.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$201M
2
SC
2
Savant Capital
Illinois
$7.13M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.2M
4
BlackRock
4
BlackRock
New York
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$2.43M 104,480 +104,480 New
HSBC Holdings
52
HSBC Holdings
United Kingdom
$2.28M 97,917 +2,851 +3%
WP
53
WealthSource Partners
California
$2.28M 97,781 -3,504 -3%
Vontobel Holding
54
Vontobel Holding
Switzerland
$2.26M 97,089 +2,969 +3%
KFAA
55
Klaas Financial Asset Advisors
Illinois
$2.16M 92,705 -12,192 -12%
AC
56
Adroit Compliance
$2.16M 92,705 +92,705 New
FWI
57
Facet Wealth Inc
Maryland
$2.13M 92,558 +2,403 +3%
LRWA
58
Long Run Wealth Advisors
New York
$1.97M 84,692 -253 -0.3%
PWM
59
Perigon Wealth Management
California
$1.96M 84,356 -392 -0.5%
Jane Street
60
Jane Street
New York
$1.9M 81,809 -20,626 -20%
BCM
61
Brookstone Capital Management
Illinois
$1.78M 76,647 -6,652 -8%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$1.73M 74,255 +22,108 +42%
SAG
63
SageView Advisory Group
California
– – -57,629 Closed
SWG
64
Summit Wealth Group
Vermont
$1.68M 72,229 +13,387 +23%
Prudential Financial
65
Prudential Financial
New Jersey
$1.6M 68,597 -15,018 -18%
FLPIM
66
F.L. Putnam Investment Management
Massachusetts
$1.51M 64,971 -2,632 -4%
SWM
67
SigFig Wealth Management
California
$1.35M 58,130 +10,519 +22%
CL
68
Choreo LLC
Illinois
$1.34M 57,427 -662 -1%
TDWM
69
Topel & Distasi Wealth Management
California
$1.31M 56,291 +1,224 +2%
DI
70
DFPG Investments
Utah
$1.3M 56,439 -6,379 -10%
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.29M 56,216 +14,689 +35%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$1.23M 52,965 +15,573 +42%
PG
73
Proffitt & Goodson
Tennessee
$1.19M 51,034 +1,011 +2%
WP
74
WealthShield Partners
North Carolina
$1.16M 49,894 +3,452 +7%
B
75
Bailard
California
$1.14M 49,108 -656 -1%
1 2
3
4 5