We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF

263 hedge funds and large institutions have $927M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $922M → $927M (+$5.06M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 82.74%81.98% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

3% less funds holding

Funds holding: 271263 (-8)

Holders
263
Holders Change
-8
Holders Change %
-2.95%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
100
Reduced
105
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
51
Facet Wealth Inc
Maryland
$2.27M -$258K -11,286 -10%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$2.23M +$2.1K +92 +0.1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.19M -$147K -6,411 -6%
NA
54
NewEdge Advisors
Louisiana
$1.97M -$444K -19,417 -18%
SWG
55
Summit Wealth Group
Vermont
$1.92M +$66.7K +2,916 +4%
ISFAN
56
Investor's Fiduciary Advisor Network
Washington
$1.86M -$13.1K -573 -0.7%
TDWM
57
Topel & Distasi Wealth Management
California
$1.84M +$261K +11,405 +17%
BCM
58
Brookstone Capital Management
Illinois
$1.78M -$48.7K -2,129 -3%
COCM
59
Charter Oak Capital Management
New Hampshire
$1.77M +$28.4K +1,241 +2%
SWM
60
SigFig Wealth Management
California
$1.72M -$121K -5,291 -7%
LFASL
61
Lugano Financial Advisors SA (LFA)
Switzerland
$1.71M
Vontobel Holding
62
Vontobel Holding
Switzerland
$1.65M -$288K -12,568 -15%
GM
63
GeoWealth Management
Illinois
$1.63M +$753K +32,932 +87%
ACA
64
Affinity Capital Advisors
California
$1.58M +$582K +25,421 +57%
FT
65
Fiduciary Trust
Massachusetts
$1.46M +$356K +15,550 +33%
SA
66
Sanctuary Advisors
Indiana
$1.41M +$52.2K +2,280 +4%
B
67
Birchbrook
Maine
$1.4M +$292K +12,748 +26%
EFG
68
Elios Financial Group
Ohio
$1.4M -$915 -40 -0.1%
ASN
69
Advisory Services Network
Georgia
$1.39M -$661K -28,881 -32%
Goldman Sachs
70
Goldman Sachs
New York
$1.3M +$1.29M +56,418 New
SPIA
71
Steward Partners Investment Advisory
New York
$1.24M -$58.9K -2,573 -5%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.24M +$66.4K +2,902 +6%
JFA
73
JNBA Financial Advisors
Minnesota
$1.19M -$85.1K -3,720 -7%
PJSIMP
74
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.15M -$267K -11,674 -19%
SFA
75
Sequoia Financial Advisors
Ohio
$1.13M -$72.1K -3,151 -6%

SUSC Hedge Fund Activity: Q1 2025 in Review

263 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2025, worth a combined $927M — up 0.55% from $922M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 100 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.61M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $14.5M.

  • 263 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $927M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $5.61M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.