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iShares ESG Aware USD Corporate Bond ETF
SUSC

257 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 74

4% more capital invested

Capital invested by funds: $927M → $964M (+$37.2M)

0.57% more ownership

Funds ownership: 81.98% → 82.55% (+0.57%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 263 → 257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
257
Holders Change
-6
Holders Change %
-2.28%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
134
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.2M
2
LPL Financial
LPL Financial
California
+$11.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$9.73M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.78M
5
Betterment LLC
Betterment LLC
New York
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$19.7M
2
AWS
Atria Wealth Solutions
New York
-$3.93M
3
Morgan Stanley
Morgan Stanley
New York
-$3.93M
4
SG
Stanich Group
New York
-$3.49M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
76
MGO One Seven
Ohio
$1.04M +$137K +6,022 +16%
LIA
77
LifePlan Investment Advisors
North Carolina
$1.04M +$131K +5,760 +15%
BCI
78
Brinker Capital Investments
Pennsylvania
$1.03M +$268K +11,741 +36%
EWM
79
Empirical Wealth Management
Washington
$1.01M +$77K +3,376 +8%
SFA
80
Sequoia Financial Advisors
Ohio
$1.01M -$122K -5,350 -11%
APW
81
Austin Private Wealth
Texas
$1.01M +$148K +6,498 +18%
TC
82
Trilogy Capital
California
$996K +$12.1K +530 +1%
WIA
83
World Investment Advisors
California
$995K +$85.7K +3,759 +10%
TF
84
Theory Financial
Colorado
$954K +$179K +7,826 +23%
IWC
85
Integrated Wealth Concepts
Massachusetts
$932K +$245K +10,758 +37%
WP
86
WealthShield Partners
North Carolina
$923K -$14.9K -652 -2%
FFA
87
Farther Finance Advisors
California
$899K +$20.3K +890 +2%
Stifel Financial
88
Stifel Financial
Missouri
$881K +$201K +8,806 +30%
EWA
89
EverSource Wealth Advisors
Alabama
$880K +$91.9K +4,031 +12%
SDWMA
90
Schneider Downs Wealth Management Advisors
Pennsylvania
$851K +$154K +6,737 +23%
PR
91
Payden & Rygel
California
$826K – – –
OWCM
92
One Wealth Capital Management
Arizona
$820K +$146K +6,411 +22%
AIP
93
Ameritas Investment Partners
Nebraska
$812K -$23.7K -1,040 -3%
VHAM
94
Van Hulzen Asset Management
California
$797K – – –
WCWM
95
Willow Creek Wealth Management
California
$795K -$14.3K -626 -2%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$780K +$8.46K +371 +1%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$751K +$738K +32,344 New
AG
98
Ascent Group
Virginia
$743K +$65.4K +2,868 +10%
DAS
99
Diversify Advisory Services
Utah
$738K -$147K -6,451 -17%
FTUS
100
Flow Traders U.S.
New York
$736K +$722K +31,674 New
2 3
4
5 6

SUSC Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2025, worth a combined $964M — up 4% from $927M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 134 added.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Barings, cutting an estimated $19.7M.

  • 257 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2025, down from 263 in Q1 2025.
  • Funds reported $964M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2025 was Barings, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.