We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF
SUSC

271 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 92

10% more funds holding

Funds holding: 247 → 271 (+24)

1.5% more ownership

Funds ownership: 81.23% → 82.74% (+1.5%)

3% less capital invested

Capital invested by funds: $948M → $922M (-$26.3M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
111
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$13.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.24M
3
Betterment LLC
Betterment LLC
New York
+$4.58M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.53M
5
AF
Allworth Financial
California
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.5M
2
B
Barings
North Carolina
-$6.87M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.11M
4
MIS
Morningstar Investment Services
Illinois
-$3.82M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
76
SageView Advisory Group
California
$1.15M -$2.76K -119 -0.2%
VCM
77
Vision Capital Management
Oregon
$1.12M +$43.4K +1,872 +4%
PWMG
78
Private Wealth Management Group
New Jersey
$1.11M +$18.2K +785 +2%
B
79
Birchbrook
Maine
$1.09M +$31.5K +1,361 +3%
DAS
80
Diversify Advisory Services
Utah
$1.09M -$347K -14,967 -24%
FT
81
Fiduciary Trust
Massachusetts
$1.08M +$653K +28,203 +144%
RCS
82
Retirement Capital Strategies
California
$1.05M +$1.07M +45,995 New
RA
83
RFG Advisory
Alabama
$1.02M +$531K +22,912 +104%
ACA
84
Affinity Capital Advisors
California
$1.01M +$213K +9,183 +26%
HHGA
85
Halbert Hargrove Global Advisors
California
$992K +$27.6K +1,191 +3%
APW
86
Austin Private Wealth
Texas
$937K -$112K -4,836 -10%
GI
87
Gradient Investments
Minnesota
$914K +$40.4K +1,745 +5%
EWM
88
Empirical Wealth Management
Washington
$905K +$103K +4,434 +13%
MOS
89
MGO One Seven
Ohio
$890K -$94.9K -4,098 -9%
WP
90
WealthShield Partners
North Carolina
$873K -$351K -15,133 -28%
Truist Financial
91
Truist Financial
North Carolina
$863K +$903 +39 +0.1%
GM
92
GeoWealth Management
Illinois
$859K +$844K +36,429 +2,611%
TC
93
Trilogy Capital
California
$829K -$36.3K -1,568 -4%
WIA
94
World Investment Advisors
California
$826K -$23.9K -1,032 -3%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$820K +$836K +36,081 New
AAS
96
Avantax Advisory Services
Texas
$815K -$101K -4,382 -11%
PR
97
Payden & Rygel
California
$808K – – –
AIP
98
Ameritas Investment Partners
Nebraska
$794K +$32.8K +1,414 +4%
AWM
99
Aprio Wealth Management
Georgia
$790K +$10.7K +464 +1%
LIA
100
LifePlan Investment Advisors
North Carolina
$787K +$259K +11,167 +48%
2 3
4
5 6

SUSC Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2024, worth a combined $922M — down 2.8% from $948M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SUSC positions and 20 closed out — a net gain of 28 holders — while 111 added to existing stakes and 92 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Envestnet Asset Management, cutting an estimated $11.5M.

  • 271 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2024, up from 247 in Q3 2024.
  • Funds reported $922M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2024 and 20 closed out, a net change of +28 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $13.1M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2024.