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iShares ESG Aware USD Corporate Bond ETF

263 hedge funds and large institutions have $927M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $922M → $927M (+$5.06M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 82.74%81.98% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

3% less funds holding

Funds holding: 271263 (-8)

Holders
263
Holders Change
-8
Holders Change %
-2.95%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
100
Reduced
105
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$1.13M -$400K -17,491 -26%
VCM
77
Vision Capital Management
Oregon
$1.12M -$14.8K -645 -1%
EB
78
Eastern Bank
Massachusetts
$1.1M -$2.05M -89,390 -65%
RA
79
RFG Advisory
Alabama
$1.1M +$65K +2,843 +6%
PWMG
80
Private Wealth Management Group
New Jersey
$1.07M -$55.7K -2,436 -5%
TC
81
TownSquare Capital
Utah
$1.07M -$260K -11,344 -20%
Citadel Advisors
82
Citadel Advisors
Florida
$1.03M +$503K +21,979 +97%
TC
83
Trilogy Capital
California
$976K +$134K +5,855 +16%
WP
84
WealthShield Partners
North Carolina
$931K +$45K +1,969 +5%
EWM
85
Empirical Wealth Management
Washington
$928K +$9.34K +408 +1%
AAS
86
Avantax Advisory Services
Texas
$920K +$92.4K +4,037 +11%
MFG
87
Merit Financial Group
Georgia
$907K +$900K +39,316 New
WIA
88
World Investment Advisors
California
$901K +$61.7K +2,698 +7%
LIA
89
LifePlan Investment Advisors
North Carolina
$897K +$97K +4,238 +12%
MOS
90
MGO One Seven
Ohio
$892K -$11.3K -493 -1%
DAS
91
Diversify Advisory Services
Utah
$878K -$233K -10,177 -21%
GI
92
Gradient Investments
Minnesota
$871K -$56.5K -2,470 -6%
FFA
93
Farther Finance Advisors
California
$870K +$260K +11,373 +43%
APW
94
Austin Private Wealth
Texas
$849K -$101K -4,422 -11%
CL
95
Choreo LLC
Illinois
$843K -$343K -15,005 -29%
AIP
96
Ameritas Investment Partners
Nebraska
$830K +$24.3K +1,061 +3%
PR
97
Payden & Rygel
California
$820K
WCWM
98
Willow Creek Wealth Management
California
$804K +$20.1K +879 +3%
VHAM
99
Van Hulzen Asset Management
California
$791K
EWA
100
EverSource Wealth Advisors
Alabama
$781K -$9.86K -431 -1%

SUSC Hedge Fund Activity: Q1 2025 in Review

263 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2025, worth a combined $927M — up 0.55% from $922M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 100 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.61M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $14.5M.

  • 263 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $927M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $5.61M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.