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iShares ESG Aware USD Corporate Bond ETF
SUSC

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $797M → $854M (+$56.7M)

2.27% more ownership

Funds ownership: 77.92% → 80.19% (+2.3%)

0% more funds holding

Funds holding: 202 → 203 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$83.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$21.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.34M
5
FGAM
Financial Gravity Asset Management
Texas
+$6.15M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.7M
3
Jane Street
Jane Street
New York
-$9.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
76
P.J. Schmidt Investment Management (PJS)
Wisconsin
$877K +$51.3K +2,298 +6%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$853K -$2.12M -95,163 -71%
CA
78
Cetera Advisors
Colorado
$837K -$8.52K -382 -1%
GI
79
Gradient Investments
Minnesota
$821K -$40K -1,795 -5%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$814K +$91.8K +4,117 +12%
MCWS
81
McKinley Carter Wealth Services
West Virginia
$764K +$6.58K +295 +0.8%
APW
82
Austin Private Wealth
Texas
$759K -$40.9K -1,832 -5%
TC
83
Trilogy Capital
California
$758K +$60.6K +2,718 +8%
NA
84
NewEdge Advisors
Louisiana
$752K -$296K -13,282 -28%
SPIA
85
Steward Partners Investment Advisory
New York
$744K +$49.3K +2,208 +7%
IWC
86
Integrated Wealth Concepts
Massachusetts
$737K +$424K +19,017 +128%
TC
87
TownSquare Capital
Utah
$731K +$749K +33,571 New
CCA
88
Cobblestone Capital Advisors
New York
$718K +$19.7K +884 +3%
JFA
89
JNBA Financial Advisors
Minnesota
$688K +$43.6K +1,953 +7%
AIP
90
Ameritas Investment Partners
Nebraska
$674K -$21.7K -974 -3%
LNC
91
Lincoln National Corp
Pennsylvania
$672K +$75.8K +3,400 +12%
PR
92
Payden & Rygel
California
$668K – – –
PRIG
93
Payden & Rygel Investment Group
California
$668K +$685K +30,697 New
MIS
94
Morningstar Investment Services
Illinois
$640K +$656K +29,398 New
WCWM
95
Willow Creek Wealth Management
California
$640K +$38.5K +1,725 +6%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$620K -$5.73K -257 -0.9%
HHGA
97
Halbert Hargrove Global Advisors
California
$602K +$617K +27,670 New
RJA
98
Raymond James & Associates
Florida
$592K -$22 -1 -0%
BRWA
99
B. Riley Wealth Advisors
Florida
$587K +$237K +10,607 +65%
PA
100
PFG Advisors
Arizona
$579K -$408K -18,312 -41%
2 3
4
5 6

SUSC Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2023, worth a combined $854M — up 7.1% from $797M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSC positions and 17 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.1M. The largest seller was Envestnet Asset Management, cutting an estimated $66M.

  • 203 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $854M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 19 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2023 and 17 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $83.1M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2023.