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iShares ESG Aware USD Corporate Bond ETF
SUSC

132 hedge funds and large institutions have $551M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 18

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $474M → $551M (+$76.6M)

10% more funds holding

Funds holding: 120 → 132 (+12)

0.01% more ownership

Funds ownership: 66.05% → 66.06% (+0.01%)

Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
72
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$35.5M
2
Ameriprise
Ameriprise
Minnesota
+$21.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M
4
Jane Street
Jane Street
New York
+$5.6M
5
KPWS
Kestra Private Wealth Services
Texas
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$8.6M
2
FI
FormulaFolio Investments
Michigan
-$3.87M
3
PG
Pendal Group
Australia
-$2.76M
4
Bank of America
Bank of America
North Carolina
-$605K
5
CRWM
Castle Rock Wealth Management
California
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$286K -$48.9K -1,779 -14%
LFG
77
Larson Financial Group
Missouri
$275K +$278K +10,124 +15,110%
SPIA
78
Steward Partners Investment Advisory
New York
$263K +$30.3K +1,100 +13%
MFGM
79
Marshall Financial Group (Maryland)
Maryland
$259K +$23.5K +855 +10%
FLA
80
Financial Life Advisors
Texas
$256K – – –
HI
81
Harbour Investments
Wisconsin
$253K +$258K +9,384 New
ASN
82
Advisory Services Network
Georgia
$250K -$69.5K -2,528 -21%
EVM
83
Eaton Vance Management
Massachusetts
$250K +$12.7K +462 +5%
GW
84
GW & Wade
Massachusetts
$250K +$43.5K +1,583 +21%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$249K +$254K +9,252 New
CA
86
CGN Advisors
Kansas
$246K -$101K -3,673 -29%
CFD
87
Creative Financial Designs
Indiana
$245K +$64.3K +2,339 +35%
FP
88
Fiduciary Planning
Florida
$244K +$3.38K +123 +1%
EWA
89
ERTS Wealth Advisors
Michigan
$242K -$3.33K -121 -1%
SI
90
SimpliFi Inc
California
$241K +$770 +28 +0.3%
DJSG
91
D.J. St. Germain
Massachusetts
$233K -$393K -14,288 -62%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$226K +$231K +8,383 New
BAM
93
Baldrige Asset Management
Pennsylvania
$226K +$231K +8,388 New
PWM
94
Prentice Wealth Management
New York
$225K +$230K +8,364 New
SPAS
95
Spectrum Planning & Advisory Services
California
$209K -$2.89K -105 -1%
CCG
96
Capital CS Group
California
$206K +$210K +7,631 New
KCA
97
Karn Couzens & Associates
Connecticut
$206K +$211K +7,662 New
Morgan Stanley
98
Morgan Stanley
New York
$147K +$71K +2,580 +90%
COCM
99
Charter Oak Capital Management
New Hampshire
$119K – – –
HWMA
100
Heritage Wealth Management (Arizona)
Arizona
$108K +$111K +4,018 New
2 3
4
5 6

SUSC Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2021, worth a combined $551M — up 16% from $474M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUSC positions and 17 closed out — a net gain of 15 holders — while 72 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.5M. The largest seller was BlackRock, cutting an estimated $8.6M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2021, up from 120 in Q4 2020.
  • Funds reported $551M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 32 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2021 was Citadel Advisors, an estimated $35.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2021.