iShares ESG Aware USD Corporate Bond ETF
SUSC
241 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 140 increasing their positions, 53 reducing their positions, and 15 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 53
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
0% more funds holding
Funds holding: 240 → 241 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.09% less ownership
Funds ownership: 82.46% → 79.37% (-3.1%)
13% less capital invested
Capital invested by funds: $983M → $854M (-$129M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.3M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
+$11.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.51M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$6.15M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$148M |
| 2 |
Morgan Stanley
New York
|
-$14.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.4M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.03M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$6.74M |
SUSC Hedge Fund Activity: Q1 2024 in Review
241 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2024, worth a combined $854M — down 13% from $983M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SUSC positions and 15 closed out — a net gain of 8 holders — while 140 added to existing stakes and 53 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $29.3M. The largest seller was Ameriprise, cutting an estimated $148M.
- 241 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2024, up from 240 in Q4 2023.
- Funds reported $854M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2024, down 13% quarter-over-quarter.
- 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2024 and 15 closed out, a net change of +8 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $29.3M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2024 was Ameriprise, an estimated $148M sold.
Based on aggregated 13F filings for Q1 2024.