iShares ESG Aware USD Corporate Bond ETF
SUSC
120 hedge funds and large institutions have $474M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.
463% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 8
172% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 18
40% more funds holding
Funds holding: 86 → 120 (+34)
13% more capital invested
Capital invested by funds: $418M → $474M (+$56M)
8.49% less ownership
Funds ownership: 74.54% → 66.05% (-8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$51.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.36M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$3.83M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$3.01M |
| 5 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$17M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17M |
| 3 |
PG
Pendal Group
Sydney,
Australia
|
-$1.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.2M |
| 5 |
Jane Street
New York
|
-$1.08M |
SUSC Hedge Fund Activity: Q4 2020 in Review
120 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2020, worth a combined $474M — up 13% from $418M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SUSC positions and 8 closed out — a net gain of 37 holders — while 49 added to existing stakes and 18 trimmed.
The largest buyer was Ameriprise, adding an estimated $51.5M. The largest seller was UBS Group, cutting an estimated $17M.
- 120 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2020, up from 86 in Q3 2020.
- Funds reported $474M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
- 45 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2020 and 8 closed out, a net change of +37 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2020 was Ameriprise, an estimated $51.5M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2020 was UBS Group, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2020.