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iShares ESG Aware USD Corporate Bond ETF
SUSC

128 hedge funds and large institutions have $449M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

4% more funds holding

Funds holding: 123 → 128 (+5)

4% less capital invested

Capital invested by funds: $467M → $449M (-$17.7M)

6.49% less ownership

Funds ownership: 61.18% → 54.69% (-6.5%)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
66
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$7.8M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$7.17M
3
PG
Prostatis Group
Maryland
+$4.84M
4
Creative Planning
Creative Planning
Kansas
+$4.03M
5
Betterment LLC
Betterment LLC
New York
+$2.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.84M
3
BlackRock
BlackRock
New York
-$1.1M
4
VCM
Vision Capital Management
Oregon
-$1.09M
5
William Blair & Company
William Blair & Company
Illinois
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Procyon Advisors
Connecticut
$308K +$109K +3,900 +53%
OMC
77
Old Mission Capital
Illinois
$307K +$311K +11,158 New
TI
78
tru Independence
Oregon
$306K – – –
GSEP
79
Golden State Equity Partners
California
$304K -$22.2K -798 -7%
BAM
80
Baldrige Asset Management
Pennsylvania
$295K +$21.5K +771 +8%
WCM
81
Windsor Capital Management
Arizona
$290K -$136K -4,886 -32%
QCM
82
Quest Capital Management
Texas
$263K +$266K +9,555 New
SI
83
SimpliFi Inc
California
$256K +$1.25K +45 +0.5%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$255K -$13K -467 -5%
GW
85
GW & Wade
Massachusetts
$255K +$139 +5 +0.1%
FP
86
Fiduciary Planning
Florida
$249K +$1.23K +44 +0.5%
JFA
87
JNBA Financial Advisors
Minnesota
$248K +$167K +5,976 +196%
HI
88
Harbour Investments
Wisconsin
$245K -$18.8K -675 -7%
DAS
89
Dynamic Advisor Solutions
Arizona
$238K -$36.2K -1,300 -13%
WWM
90
WT Wealth Management
Arizona
$220K +$223K +7,993 New
Citadel Advisors
91
Citadel Advisors
Florida
$219K -$8.84M -317,030 -98%
PFM
92
Peak Financial Management
Massachusetts
$217K +$220K +7,884 New
RJT
93
Raymond James Trust
Florida
$214K +$217K +7,780 New
LNC
94
Lincoln National Corp
Pennsylvania
$214K +$217K +7,785 New
KCA
95
Karn Couzens & Associates
Connecticut
$211K – – –
AIC
96
Ameritas Investment Company
Nebraska
$210K +$213K +7,624 New
NL
97
NEPC LLC
Massachusetts
$129K +$59.4K +2,129 +84%
Barclays
98
Barclays
United Kingdom
$124K -$133K -4,769 -51%
COCM
99
Charter Oak Capital Management
New Hampshire
$114K -$36.2K -1,300 -24%
HWMA
100
Heritage Wealth Management (Arizona)
Arizona
$110K – – –
2 3
4
5 6

SUSC Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2021, worth a combined $449M — down 3.8% from $467M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SUSC positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.8M. The largest seller was Morgan Stanley, cutting an estimated $9.2M.

  • 128 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $449M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 21 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2021 and 15 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2021 was Ameriprise, an estimated $7.8M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2021 was Morgan Stanley, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2021.