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iShares ESG Aware USD Corporate Bond ETF

132 hedge funds and large institutions have $551M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 18

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $474M → $551M (+$76.6M)

10% more funds holding

Funds holding: 120132 (+12)

0.01% more ownership

Funds ownership: 66.05%66.06% (+0.01%)

Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
72
Reduced
18
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$77K +$23K +838 +42%
BMD
102
Better Money Decisions
New Mexico
$75K +$76.2K +2,769 New
JFA
103
JNBA Financial Advisors
Minnesota
$70K +$16.7K +609 +31%
MAM
104
Meeder Asset Management
Ohio
$68K
GIA
105
Goodwin Investment Advisory
Georgia
$60K -$13.4K -488 -18%
AIC
106
Ameritas Investment Company
Nebraska
$49.5K +$50.5K +1,837 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$45K +$14.3K +520 +46%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$35K +$35.8K +1,302 New
WP
109
WealthShield Partners
North Carolina
$35K +$36K +1,308 New
NFG
110
Next Financial Group
Texas
$26K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$26K +$26.7K +972 New
FCM
112
Firestone Capital Management
Florida
$23K +$55 +2 +0.2%
Wells Fargo
113
Wells Fargo
California
$23K +$1.46K +53 +7%
ADL
114
Asset Dedication LLC
California
$22K +$22K +800 New
APA
115
American Portfolios Advisors
New York
$17.3K +$4.98K +181 +39%
NL
116
NEPC LLC
Massachusetts
$15.4K +$15.7K +572 New
FPW
117
Flagship Private Wealth
Massachusetts
$15K +$55 +2 +0.4%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10.1K +369 New
IA
119
IFP Advisors
Florida
$9K +$330 +12 +4%
KFS
120
Kelly Financial Services
Massachusetts
$9K +$9.19K +334 New
CWA
121
Clearview Wealth Advisors
Oregon
$8K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$8K +$7.67K +279 +27,900%
JP Morgan Chase
123
JP Morgan Chase
New York
$7K +$7.34K +267 New
RWG
124
Regal Wealth Group
California
$6K
KFAA
125
Klaas Financial Asset Advisors
Illinois
$6K +$6.55K +238 New

SUSC Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2021, worth a combined $551M — up 16% from $474M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUSC positions and 17 closed out — a net gain of 15 holders — while 72 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.5M. The largest seller was BlackRock, cutting an estimated $8.6M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2021, up from 120 in Q4 2020.
  • Funds reported $551M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 32 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2021 was Citadel Advisors, an estimated $35.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2021.