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iShares ESG Aware USD Corporate Bond ETF
SUSC

132 hedge funds and large institutions have $558M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $449M → $558M (+$110M)

6.7% more ownership

Funds ownership: 54.69% → 61.39% (+6.7%)

3% more funds holding

Funds holding: 128 → 132 (+4)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
69
Reduced
21
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$8.49M
2
SAM
Synergy Asset Management
Washington
+$6.64M
3
Creative Planning
Creative Planning
Kansas
+$3.15M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$3.11M
5
AA
Acorns Advisers
California
+$3.09M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.03M
2
BlackRock
BlackRock
New York
-$1.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.24M
4
PSUF
People's United Financial
Connecticut
-$863K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$607K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Procyon Advisors
Connecticut
$475K +$169K +6,172 +55%
NYLIM
77
New York Life Investment Management
New York
$474K +$17.6K +641 +4%
EVM
78
Eaton Vance Management
Massachusetts
$458K +$7.41K +270 +2%
EWM
79
Empirical Wealth Management
Washington
$450K +$120K +4,376 +36%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$431K -$2.44K -89 -0.6%
HIF
81
Hill Island Financial
Michigan
$417K +$420K +15,297 New
BAM
82
Baldrige Asset Management
Pennsylvania
$405K +$112K +4,093 +38%
MNG
83
Manning & Napier Group
New York
$368K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$368K +$76.5K +2,788 +20%
CPP
85
Capasso Planning Partners
South Carolina
$358K +$360K +13,128 New
LIG
86
Lokken Investment Group
Delaware
$355K +$10.2K +373 +3%
FT
87
Fiduciary Trust
Massachusetts
$350K -$4.97K -181 -1%
MFGM
88
Marshall Financial Group (Maryland)
Maryland
$349K +$25.1K +914 +8%
LFG
89
Larson Financial Group
Missouri
$346K +$13.1K +478 +4%
SWM
90
Sugarloaf Wealth Management
Georgia
$344K – – –
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$334K +$82.2K +2,994 +32%
PG
92
Proffitt & Goodson
Tennessee
$327K -$248K -9,021 -43%
SVWAG
93
Sound View Wealth Advisors Group
Georgia
$326K +$328K +11,935 New
WCM
94
Windsor Capital Management
Arizona
$311K +$23.8K +868 +8%
TI
95
tru Independence
Oregon
$305K – – –
BAM
96
Belpointe Asset Management
Nevada
$301K +$303K +11,029 New
GSWM
97
Golden State Wealth Management
California
$299K +$300K +10,939 New
HI
98
Harbour Investments
Wisconsin
$279K +$36.2K +1,319 +15%
QCM
99
Quest Capital Management
Texas
$261K – – –
AAS
100
Ameritas Advisory Services
Nebraska
$260K +$262K +9,537 New
2 3
4
5 6

SUSC Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2021, worth a combined $558M — up 24% from $449M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 16 closed out — a net gain of 8 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $8.49M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.03M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2021, up from 128 in Q3 2021.
  • Funds reported $558M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $8.49M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2021.