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iShares ESG Aware USD Corporate Bond ETF
SUSC

154 hedge funds and large institutions have $566M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

125% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 32

17% more funds holding

Funds holding: 132 → 154 (+22)

5.56% more ownership

Funds ownership: 61.39% → 66.95% (+5.6%)

1% more capital invested

Capital invested by funds: $558M → $566M (+$7.98M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
42
Increased
72
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.72M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$5.59M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.01M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$30M
2
SAM
Synergy Asset Management
Washington
-$6.6M
3
FPF
First Pacific Financial
Washington
-$6.27M
4
PG
Prostatis Group
Maryland
-$4.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Procyon Advisors
Connecticut
$485K +$49.2K +1,900 +11%
JFA
77
JNBA Financial Advisors
Minnesota
$485K +$266K +10,263 +114%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$450K -$6.37K -246 -1%
MNG
79
Manning & Napier Group
New York
$444K – – –
FAFN
80
First Affirmative Financial Network
Colorado
$439K -$9.68K -374 -2%
NYLIM
81
New York Life Investment Management
New York
$438K -$621 -24 -0.1%
BAM
82
Baldrige Asset Management
Pennsylvania
$437K +$66.4K +2,565 +17%
FANJ
83
Financial Architects (New Jersey)
New Jersey
$424K -$20.3K -784 -4%
William Blair & Company
84
William Blair & Company
Illinois
$415K -$168K -6,490 -28%
EVM
85
Eaton Vance Management
Massachusetts
$412K -$9.84K -380 -2%
PG
86
Proffitt & Goodson
Tennessee
$411K +$113K +4,370 +36%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$409K -$5.05K -195 -1%
OPS
88
Orion Portfolio Solutions
Nebraska
$382K +$393K +15,199 New
DL
89
DOHJ LLC
Washington
$353K +$364K +14,057 New
Jane Street
90
Jane Street
New York
$351K -$1.68M -65,089 -82%
CPP
91
Capasso Planning Partners
South Carolina
$349K +$19.5K +755 +6%
LFG
92
Larson Financial Group
Missouri
$347K +$29.2K +1,130 +9%
VHAM
93
Van Hulzen Asset Management
California
$345K +$356K +13,738 New
PFM
94
Peak Financial Management
Massachusetts
$327K +$102K +3,955 +44%
APW
95
Austin Private Wealth
Texas
$326K +$336K +12,983 New
MFGM
96
Marshall Financial Group (Maryland)
Maryland
$322K +$129 +5 +0%
SWM
97
Sugarloaf Wealth Management
Georgia
$317K – – –
APA
98
Astoria Portfolio Advisors
New York
$309K -$141K -5,441 -31%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$307K -$93.1K -3,596 -23%
FT
100
Fiduciary Trust
Massachusetts
$305K -$18.4K -710 -6%
2 3
4
5 6

SUSC Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2022, worth a combined $566M — up 1.4% from $558M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SUSC positions and 17 closed out — a net gain of 25 holders — while 72 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $70.7M. The largest seller was Ameriprise, cutting an estimated $30M.

  • 154 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $566M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2022, up 1.4% quarter-over-quarter.
  • 42 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2022 and 17 closed out, a net change of +25 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $70.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2022 was Ameriprise, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2022.