iShares ESG Aware USD Corporate Bond ETF
SUSC
81 hedge funds and large institutions have $192M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 6 closing their positions.
740% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 5
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
115% more capital invested
Capital invested by funds: $89.2M → $192M (+$103M)
35% more funds holding
Funds holding: 60 → 81 (+21)
10.09% more ownership
Funds ownership: 79.49% → 89.58% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$16.1M |
| 3 |
Jane Street
New York
|
+$3.46M |
| 4 |
PG
Pendal Group
Sydney,
Australia
|
+$2.89M |
| 5 |
BlackRock
New York
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$443K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$303K |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$180K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$78K |
| 5 |
HA
Harborview Advisors
Portland,
Maine
|
-$57.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $8K | +$5.57K | +208 | +289% |
|
|
RWG
77
Regal Wealth Group
Seal Beach,
California
| $6K | – | – | – |
|
|
WR
78
Watson Rebecca
| $6K | +$5.36K | +200 | New |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $5K | +$5.33K | +199 | New |
|
|
EIP
80
Ellis Investment Partners
Berwyn,
Pennsylvania
| $4K | -$750 | -28 | -14% |
|
|
FWP
81
FAS Wealth Partners
Leawood,
Kansas
| $3K | +$27 | +1 | +1% |
|
|
TI
82
tru Independence
Portland,
Oregon
| $123 | +$120K | +4,468 | New |
|
|
JIP
83
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$443K | -17,214 | Closed |
|
|
84
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$303K | -11,833 | Closed |
|
|
AIC
85
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$78K | -3,053 | Closed |
|
|
MWM
86
MBE Wealth Management
Tomah,
Wisconsin
| – | -$36K | -1,405 | Closed |
|
|
TF
87
TimeScale Financial
Danvers,
Massachusetts
| – | -$22K | -890 | Closed |
|
88
Wells Fargo
San Francisco,
California
| – | -$27 | -1 | Closed |
|
SUSC Hedge Fund Activity: Q2 2020 in Review
81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2020, worth a combined $192M — up 115% from $89.2M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SUSC positions and 6 closed out — a net gain of 21 holders — while 42 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $43.4M. The largest seller was Jaffetilchin Investment Partners, exiting entirely with an estimated $443K sold.
- 81 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2020, up from 60 in Q1 2020.
- Funds reported $192M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2020, up 115% quarter-over-quarter.
- 27 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2020 and 6 closed out, a net change of +21 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $43.4M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2020 was Jaffetilchin Investment Partners, an estimated $443K sold.
Based on aggregated 13F filings for Q2 2020.