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iShares ESG Aware USD Corporate Bond ETF

86 hedge funds and large institutions have $418M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 10

118% more capital invested

Capital invested by funds: $192M → $418M (+$226M)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

6% more funds holding

Funds holding: 8186 (+5)

15.05% less ownership

Funds ownership: 89.58%74.54% (-15%)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
76
Firestone Capital Management
Florida
$33K +$56 +2 +0.2%
ACA
77
Aptus Capital Advisors
Alabama
$31K +$31.9K +1,140 New
RCA
78
Rowland Carmichael Advisors
Arizona
$30K +$4.28K +153 +16%
BBA
79
Braun-Bostich & Associates
Pennsylvania
$23K
LFG
80
LifePlan Financial Group
Ohio
$21K
SIAS
81
Shine Investment Advisory Services
Colorado
$17K
GAM
82
Gemmer Asset Management
California
$14K +$14K +500 New
APA
83
American Portfolios Advisors
New York
$12.8K +$4.03K +144 +46%
IA
84
IFP Advisors
Florida
$9K +$2.74K +98 +49%
RWG
85
Regal Wealth Group
California
$6K
EIP
86
Ellis Investment Partners
Pennsylvania
$4K +$28 +1 +0.6%
FWP
87
FAS Wealth Partners
Kansas
$3K
CRWM
88
Castle Rock Wealth Management
California
-$913K -32,143 Closed
Wolverine Trading
89
Wolverine Trading
Illinois
-$848K -30,796 Closed
Bank Julius Baer & Co
90
Bank Julius Baer & Co
Switzerland
-$664K -24,046 Closed
FANJ
91
Financial Architects (New Jersey)
New Jersey
-$125K -4,512 Closed
TI
92
tru Independence
Oregon
-$123 -4,468 Closed
PA
93
Procyon Advisors
Connecticut
-$82K -2,952 Closed
OPS
94
Orion Portfolio Solutions
Nebraska
-$32K -1,165 Closed
CAN
95
Cetera Advisor Networks
California
-$13K -457 Closed
TRCT
96
Tower Research Capital (TRC)
New York
-$8K -280 Closed
WR
97
Watson Rebecca
-$6K -200 Closed

SUSC Hedge Fund Activity: Q3 2020 in Review

86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2020, worth a combined $418M — up 118% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SUSC positions and 10 closed out — a net gain of 5 holders — while 51 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, adding an estimated $162M. The largest seller was Pendal Group, cutting an estimated $2.6M.

  • 86 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2020, up from 81 in Q2 2020.
  • Funds reported $418M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2020, up 118% quarter-over-quarter.
  • 15 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2020 and 10 closed out, a net change of +5 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2020 was Ameriprise, an estimated $162M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2020 was Pendal Group, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2020.