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iShares ESG Aware USD Corporate Bond ETF

257 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 74

4% more capital invested

Capital invested by funds: $927M → $964M (+$37.2M)

0.57% more ownership

Funds ownership: 81.98%82.55% (+0.57%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 263257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
-6
Holders Change %
-2.28%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
134
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$2.21M -$35.1K -1,537 -2%
NA
52
NewEdge Advisors
Louisiana
$2.02M +$33.6K +1,472 +2%
SWM
53
SigFig Wealth Management
California
$2.02M +$292K +12,805 +17%
TDWM
54
Topel & Distasi Wealth Management
California
$1.95M +$97.6K +4,279 +5%
SWG
55
Summit Wealth Group
Vermont
$1.91M -$20.8K -914 -1%
BCM
56
Brookstone Capital Management
Illinois
$1.7M -$84.8K -3,716 -5%
COCM
57
Charter Oak Capital Management
New Hampshire
$1.68M -$99.3K -4,354 -6%
Vontobel Holding
58
Vontobel Holding
Switzerland
$1.67M +$3.26K +143 +0.2%
SA
59
Sanctuary Advisors
Indiana
$1.63M +$203K +8,917 +15%
B
60
Birchbrook
Maine
$1.56M +$141K +6,202 +10%
FT
61
Fiduciary Trust
Massachusetts
$1.49M +$20.9K +917 +1%
ACA
62
Affinity Capital Advisors
California
$1.49M -$143K -6,288 -9%
SPIA
63
Steward Partners Investment Advisory
New York
$1.39M +$136K +5,950 +11%
MFG
64
Merit Financial Group
Georgia
$1.39M +$468K +20,513 +52%
EFG
65
Elios Financial Group
Ohio
$1.39M -$19.5K -857 -1%
ISFAN
66
Investor's Fiduciary Advisor Network
Washington
$1.39M -$474K -20,800 -26%
ASN
67
Advisory Services Network
Georgia
$1.38M -$10.9K -479 -0.8%
RA
68
RFG Advisory
Alabama
$1.26M +$152K +6,678 +14%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.24M -$8.39K -368 -0.7%
PJSIMP
70
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M +$28.1K +1,234 +2%
VCM
71
Vision Capital Management
Oregon
$1.16M +$29.3K +1,283 +3%
MA
72
Mutual Advisors
Nebraska
$1.13M -$7K -307 -0.6%
JFA
73
JNBA Financial Advisors
Minnesota
$1.12M -$81.6K -3,577 -7%
PWMG
74
Private Wealth Management Group
New Jersey
$1.07M -$14.6K -642 -1%
AAS
75
Avantax Advisory Services
Texas
$1.05M +$116K +5,085 +13%

SUSC Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2025, worth a combined $964M — up 4% from $927M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 134 added.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Barings, cutting an estimated $19.7M.

  • 257 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2025, down from 263 in Q1 2025.
  • Funds reported $964M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2025 was Barings, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.