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iShares ESG Aware USD Corporate Bond ETF
SUSC

154 hedge funds and large institutions have $566M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

125% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 32

17% more funds holding

Funds holding: 132 → 154 (+22)

5.56% more ownership

Funds ownership: 61.39% → 66.95% (+5.6%)

1% more capital invested

Capital invested by funds: $558M → $566M (+$7.98M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
42
Increased
72
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.72M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$5.59M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.01M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$30M
2
SAM
Synergy Asset Management
Washington
-$6.6M
3
FPF
First Pacific Financial
Washington
-$6.27M
4
PG
Prostatis Group
Maryland
-$4.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
101
Quent Capital
New York
$303K -$853K -32,952 -73%
SVWAG
102
Sound View Wealth Advisors Group
Georgia
$300K – – –
GW
103
GW & Wade
Massachusetts
$300K +$68.3K +2,640 +28%
MAM
104
Meeder Asset Management
Ohio
$296K +$165K +6,361 +117%
WCM
105
Windsor Capital Management
Arizona
$285K -$1.48K -57 -0.5%
WWM
106
WT Wealth Management
Arizona
$270K +$36.8K +1,420 +15%
SWM
107
SigFig Wealth Management
California
$268K +$381K +14,711 New
GSWM
108
Golden State Wealth Management
California
$262K -$12.9K -498 -5%
AAS
109
Ameritas Advisory Services
Nebraska
$253K +$13.7K +528 +6%
EPP
110
ETF Portfolio Partners
Kansas
$253K +$260K +10,049 New
LA
111
LexAurum Advisors
Kansas
$244K +$251K +9,703 New
BFA
112
Bragg Financial Advisors
North Carolina
$243K +$250K +9,675 New
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$241K +$248K +9,591 New
SI
114
SimpliFi Inc
California
$237K +$906 +35 +0.4%
RJT
115
Raymond James Trust
Florida
$236K +$41.2K +1,593 +20%
BAM
116
Belpointe Asset Management
Nevada
$235K -$43.3K -1,672 -15%
SWG
117
Summit Wealth Group
Vermont
$233K +$240K +9,274 New
T
118
TCWP
Ohio
$229K +$236K +9,123 New
BRWA
119
B. Riley Wealth Advisors
Florida
$219K +$225K +8,684 New
LNC
120
Lincoln National Corp
Pennsylvania
$211K +$10.5K +405 +5%
CRI
121
Colonial River Investments
Virginia
$201K -$1.11M -43,072 -84%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$174K +$180K +6,939 New
SPIA
123
Steward Partners Investment Advisory
New York
$168K +$165K +6,358 +1,921%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$160K +$69.1K +2,668 +72%
CFD
125
Creative Financial Designs
Indiana
$151K +$143K +5,525 +1,130%
3 4
5
6 7

SUSC Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2022, worth a combined $566M — up 1.4% from $558M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SUSC positions and 17 closed out — a net gain of 25 holders — while 72 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $70.7M. The largest seller was Ameriprise, cutting an estimated $30M.

  • 154 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $566M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2022, up 1.4% quarter-over-quarter.
  • 42 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2022 and 17 closed out, a net change of +25 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $70.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2022 was Ameriprise, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2022.