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iShares ESG Aware USD Corporate Bond ETF
SUSC

247 hedge funds and large institutions have $948M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 67

8% more capital invested

Capital invested by funds: $876M → $948M (+$72.9M)

1.08% more ownership

Funds ownership: 80.16% → 81.23% (+1.1%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 250 → 247 (-3)

Holders
247
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
129
Reduced
67
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Barings
North Carolina
+$12M
2
OWA
One Wealth Advisors
California
+$7.39M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.04M
4
Betterment LLC
Betterment LLC
New York
+$2.68M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$2.17M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$4.78M
2
Ameriprise
Ameriprise
Minnesota
-$4.67M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.1M
4
BlackRock
BlackRock
New York
-$3.82M
5
Jane Street
Jane Street
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
51
Summit Wealth Group
Vermont
$2.34M +$60.7K +2,601 +3%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$2.27M -$23.5K -1,005 -1%
ASN
53
Advisory Services Network
Georgia
$2.08M – – –
Prudential Financial
54
Prudential Financial
New Jersey
$1.95M +$142K +6,073 +8%
Vontobel Holding
55
Vontobel Holding
Switzerland
$1.87M +$64.4K +2,758 +4%
SWM
56
SigFig Wealth Management
California
$1.81M +$212K +9,086 +14%
BCM
57
Brookstone Capital Management
Illinois
$1.79M +$57.9K +2,477 +3%
COCM
58
Charter Oak Capital Management
New Hampshire
$1.73M +$53.9K +2,308 +3%
TDWM
59
Topel & Distasi Wealth Management
California
$1.63M +$47.1K +2,018 +3%
MA
60
Mutual Advisors
Nebraska
$1.61M +$1.16M +49,798 +253%
EFG
61
Elios Financial Group
Ohio
$1.5M +$1.48M +63,213 New
SA
62
Sanctuary Advisors
Indiana
$1.48M -$125K -5,362 -8%
AF
63
Allworth Financial
California
$1.47M +$234K +10,031 +19%
DAS
64
Diversify Advisory Services
Utah
$1.47M -$146K -6,247 -9%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.47M +$173K +7,412 +14%
PG
66
Proffitt & Goodson
Tennessee
$1.42M +$16.3K +699 +1%
PJSIMP
67
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.4M +$73.8K +3,159 +6%
CL
68
Choreo LLC
Illinois
$1.33M -$24.7K -1,056 -2%
BlackRock
69
BlackRock
New York
$1.3M -$3.82M -163,541 -75%
WP
70
WealthShield Partners
North Carolina
$1.27M +$13.3K +569 +1%
SPIA
71
Steward Partners Investment Advisory
New York
$1.23M +$18.8K +804 +2%
SAG
72
SageView Advisory Group
California
$1.21M +$1.18M +50,678 New
PWMG
73
Private Wealth Management Group
New Jersey
$1.15M +$74.8K +3,204 +7%
VCM
74
Vision Capital Management
Oregon
$1.13M +$119K +5,084 +12%
B
75
Birchbrook
Maine
$1.11M +$37.6K +1,611 +4%
1 2
3
4 5

SUSC Hedge Fund Activity: Q3 2024 in Review

247 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2024, worth a combined $948M — up 8.3% from $876M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSC positions and 21 closed out — a net gain of 1 holder — while 129 added to existing stakes and 67 trimmed.

The largest buyer was Barings, adding an estimated $12M. The largest seller was Fisher Asset Management, cutting an estimated $4.78M.

  • 247 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2024, down from 250 in Q2 2024.
  • Funds reported $948M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 22 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2024 and 21 closed out, a net change of +1 holder.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2024 was Barings, an estimated $12M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2024 was Fisher Asset Management, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2024.