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iShares ESG Aware USD Corporate Bond ETF

132 hedge funds and large institutions have $558M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $449M → $558M (+$110M)

6.7% more ownership

Funds ownership: 54.69%61.39% (+6.7%)

3% more funds holding

Funds holding: 128132 (+4)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
69
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
SimpliFi Inc
California
$256K +$2.28K +83 +0.9%
WWM
102
WT Wealth Management
Arizona
$255K +$36.9K +1,345 +17%
GW
103
GW & Wade
Massachusetts
$253K +$220 +8 +0.1%
PFM
104
Peak Financial Management
Massachusetts
$248K +$32.7K +1,191 +15%
JFA
105
JNBA Financial Advisors
Minnesota
$246K
LNC
106
Lincoln National Corp
Pennsylvania
$217K +$4.88K +178 +2%
SYBT
107
Stock Yards Bank & Trust
Kentucky
$215K +$217K +7,894 New
RJT
108
Raymond James Trust
Florida
$212K
KCA
109
Karn Couzens & Associates
Connecticut
$209K
JP Morgan Chase
110
JP Morgan Chase
New York
$183K +$131K +4,787 +251%
MAM
111
Meeder Asset Management
Ohio
$148K +$53.7K +1,955 +56%
COCM
112
Charter Oak Capital Management
New Hampshire
$140K +$27.6K +1,005 +24%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$113K -$607K -22,135 -84%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$101K +$13K +475 +15%
MBFW
115
Morton Brown Family Wealth
Pennsylvania
$59K +$59.3K +2,160 New
NFG
116
Next Financial Group
Texas
$58K +$35.5K +1,293 +157%
GWM
117
Geneos Wealth Management
Colorado
$56K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$53K
AIC
119
Archer Investment Corporation
Indiana
$37.6K
PCM
120
Penserra Capital Management
California
$30K +$12.2K +445 +68%
Citigroup
121
Citigroup
New York
$23K
FCG
122
Financial Connections Group
California
$17K +$17.2K +628 New
RA
123
Rise Advisors
New York
$16.4K +$16.5K +600 New
CFD
124
Creative Financial Designs
Indiana
$13K
IA
125
IFP Advisors
Florida
$13K +$110 +4 +0.9%

SUSC Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2021, worth a combined $558M — up 24% from $449M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 16 closed out — a net gain of 8 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $8.49M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.03M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2021, up from 128 in Q3 2021.
  • Funds reported $558M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $8.49M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2021.