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iShares ESG Aware USD Corporate Bond ETF
SUSC

128 hedge funds and large institutions have $449M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

4% more funds holding

Funds holding: 123 → 128 (+5)

4% less capital invested

Capital invested by funds: $467M → $449M (-$17.7M)

6.49% less ownership

Funds ownership: 61.18% → 54.69% (-6.5%)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
66
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$7.8M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$7.17M
3
PG
Prostatis Group
Maryland
+$4.84M
4
Creative Planning
Creative Planning
Kansas
+$4.03M
5
Betterment LLC
Betterment LLC
New York
+$2.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.84M
3
BlackRock
BlackRock
New York
-$1.1M
4
VCM
Vision Capital Management
Oregon
-$1.09M
5
William Blair & Company
William Blair & Company
Illinois
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
101
Flagstar Advisors
New York
$110K +$112K +4,008 New
MAM
102
Meeder Asset Management
Ohio
$95K +$15.2K +544 +19%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$89K +$35.1K +1,259 +64%
BMD
104
Better Money Decisions
New Mexico
$77K +$390 +14 +0.5%
GWM
105
Geneos Wealth Management
Colorado
$56K -$10.1K -363 -15%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$54K +$8.36K +300 +18%
GIA
107
Goodwin Investment Advisory
Georgia
$54K +$21.6K +775 +65%
JP Morgan Chase
108
JP Morgan Chase
New York
$53K +$45.7K +1,641 +615%
AIC
109
Archer Investment Corporation
Indiana
$37.9K +$38.4K +1,377 New
APA
110
American Portfolios Advisors
New York
$37.2K -$9.06K -325 -19%
HA
111
Herold Advisors
New York
$24K +$25.1K +900 New
NFG
112
Next Financial Group
Texas
$23K -$3.96K -142 -15%
Citigroup
113
Citigroup
New York
$23K – – –
FCM
114
Firestone Capital Management
Florida
$23K – – –
PCM
115
Penserra Capital Management
California
$18K +$18.3K +658 New
CFD
116
Creative Financial Designs
Indiana
$13K -$7.47K -268 -35%
IA
117
IFP Advisors
Florida
$13K +$11.1K +397 +749%
SWM
118
Spire Wealth Management
Virginia
$12K – – –
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$12K +$3.62K +130 +40%
CFGS
120
Concourse Financial Group Securities
Alabama
$11K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$9K -$28 -1 -0.3%
LWM
122
Liberty Wealth Management
California
$9K +$418 +15 +5%
TFS
123
TrustCore Financial Services
Tennessee
$5K – – –
FWP
124
FAS Wealth Partners
Kansas
$4K – – –
NFSG
125
Newbridge Financial Services Group
Florida
$4K – – –
2 3 4
5
6

SUSC Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2021, worth a combined $449M — down 3.8% from $467M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SUSC positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.8M. The largest seller was Morgan Stanley, cutting an estimated $9.2M.

  • 128 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $449M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 21 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2021 and 15 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2021 was Ameriprise, an estimated $7.8M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2021 was Morgan Stanley, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2021.