iShares ESG Aware USD Corporate Bond ETF
SUSC
250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 61
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
4% more funds holding
Funds holding: 241 → 250 (+9)
2% more capital invested
Capital invested by funds: $854M → $876M (+$21.1M)
0.78% more ownership
Funds ownership: 79.37% → 80.16% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$12.2M |
| 2 |
Betterment LLC
New York
|
+$8.29M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$5.46M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.07M |
| 5 |
Morgan Stanley
New York
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$7.5M |
| 2 |
BlackRock
New York
|
-$5.42M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.81M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.91M |
| 5 |
PBF
Petix & Botte Financial
La Mesa,
California
|
-$1.53M |
SUSC Hedge Fund Activity: Q2 2024 in Review
250 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2024, worth a combined $876M — up 2.5% from $854M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SUSC positions and 20 closed out — a net gain of 12 holders — while 133 added to existing stakes and 61 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $12.2M. The largest seller was One Wealth Advisors, exiting entirely with an estimated $7.5M sold.
- 250 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2024, up from 241 in Q1 2024.
- Funds reported $876M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2024, up 2.5% quarter-over-quarter.
- 32 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $12.2M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2024 was One Wealth Advisors, an estimated $7.5M sold.
Based on aggregated 13F filings for Q2 2024.