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iShares ESG Aware USD Corporate Bond ETF
SUSC

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 11

137% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 51

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more funds holding

Funds holding: 203 → 240 (+37)

15% more capital invested

Capital invested by funds: $854M → $983M (+$130M)

2.27% more ownership

Funds ownership: 80.19% → 82.46% (+2.3%)

Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.6M
3
B
Barings
North Carolina
+$12.5M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$6.65M
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.49M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$34.7M
2
SC
Savant Capital
Illinois
-$7.19M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.69M
4
BlackRock
BlackRock
New York
-$3.22M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$1.11M +$93.8K +4,245 +10%
IWC
77
Integrated Wealth Concepts
Massachusetts
$1.1M +$293K +13,249 +39%
COCM
78
Charter Oak Capital Management
New Hampshire
$1.09M +$106K +4,795 +11%
AF
79
Allworth Financial
California
$1.08M +$865K +39,124 +540%
SPIA
80
Steward Partners Investment Advisory
New York
$1.06M +$250K +11,289 +33%
CA
81
Cetera Advisors
Colorado
$1.02M +$124K +5,594 +15%
NP
82
NorthRock Partners
Minnesota
$1.02M +$973K +44,006 New
AWM
83
AE Wealth Management
Kansas
$1.02M +$87.3K +3,951 +10%
UB
84
UMB Bank
Missouri
$1M – – –
CFG
85
Carr Financial Group
Massachusetts
$999K – – –
VCM
86
Vision Capital Management
Oregon
$998K -$7.93K -359 -0.8%
B
87
Birchbrook
Maine
$987K +$938K +42,433 New
M&T Bank
88
M&T Bank
New York
$948K -$229K -10,356 -20%
APW
89
Austin Private Wealth
Texas
$928K +$111K +5,032 +14%
CCA
90
Cobblestone Capital Advisors
New York
$919K +$144K +6,531 +20%
T
91
TCWP
Ohio
$876K +$324K +14,664 +64%
MOS
92
MGO One Seven
Ohio
$876K +$832K +37,652 New
JFA
93
JNBA Financial Advisors
Minnesota
$875K +$133K +6,022 +19%
GI
94
Gradient Investments
Minnesota
$874K -$4.2K -190 -0.5%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$864K +$44.8K +2,026 +6%
SWA
96
Stratos Wealth Advisors
Ohio
$863K +$324K +14,650 +65%
TC
97
Trilogy Capital
California
$852K +$39.4K +1,781 +5%
EWM
98
Empirical Wealth Management
Washington
$771K -$281K -12,693 -28%
TC
99
TownSquare Capital
Utah
$737K -$41.7K -1,885 -6%
AIP
100
Ameritas Investment Partners
Nebraska
$728K +$6.23K +282 +0.9%
2 3
4
5 6

SUSC Hedge Fund Activity: Q4 2023 in Review

240 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2023, worth a combined $983M — up 15% from $854M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SUSC positions and 11 closed out — a net gain of 39 holders — while 121 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was Ameriprise, cutting an estimated $34.7M.

  • 240 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $983M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2023 and 11 closed out, a net change of +39 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2023 was Ameriprise, an estimated $34.7M sold.

Based on aggregated 13F filings for Q4 2023.