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iShares ESG Aware USD Corporate Bond ETF
SUSC

170 hedge funds and large institutions have $644M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 32

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

10% more funds holding

Funds holding: 155 → 170 (+15)

1.95% more ownership

Funds ownership: 67.39% → 69.34% (+1.9%)

4% more capital invested

Capital invested by funds: $621M → $644M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
97
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
2
Jane Street
Jane Street
New York
+$19.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.8M
4
OMC
Old Mission Capital
Illinois
+$3.33M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$2.66M

Top Sellers

1
BlackRock
BlackRock
New York
-$14.4M
2
Ameriprise
Ameriprise
Minnesota
-$6.5M
3
OWA
One Wealth Advisors
California
-$4.08M
4
UBS Group
UBS Group
Switzerland
-$1.74M
5
BCM
Brookstone Capital Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
101
Boston Financial Management
Massachusetts
$293K +$26.1K +1,127 +9%
BRWA
102
B. Riley Wealth Advisors
Florida
$287K +$26.7K +1,153 +10%
LA
103
LexAurum Advisors
Kansas
$280K +$72.7K +3,137 +32%
MNG
104
Manning & Napier Group
New York
$275K – – –
SPIA
105
Steward Partners Investment Advisory
New York
$274K +$106K +4,590 +57%
SWG
106
Summit Wealth Group
Vermont
$261K +$72K +3,108 +35%
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$260K – – –
WA
108
Wealth Alliance
New York
$259K -$5.4K -233 -2%
CPP
109
Capasso Planning Partners
South Carolina
$258K +$27.2K +1,174 +11%
GW
110
GW & Wade
Massachusetts
$256K +$25.2K +1,088 +10%
AAS
111
Ameritas Advisory Services
Nebraska
$251K +$4.01K +173 +2%
VWM
112
Venturi Wealth Management
Texas
$245K +$261K +11,250 New
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$243K +$24K +1,035 +10%
MSWMA
114
Market Street Wealth Management Advisors
Indiana
$241K +$256K +11,056 New
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$235K +$4.96K +214 +2%
MA
116
Mutual Advisors
Nebraska
$233K +$23.6K +1,020 +11%
WBG
117
Wharton Business Group
Pennsylvania
$229K +$244K +10,540 New
OPS
118
Orion Portfolio Solutions
Nebraska
$226K +$240K +10,369 New
GIA
119
Goodwin Investment Advisory
Georgia
$220K +$60.7K +2,623 +35%
EPP
120
ETF Portfolio Partners
Kansas
$219K -$162 -7 -0.1%
AWM
121
Aprio Wealth Management
Georgia
$215K +$229K +9,870 New
BFA
122
Bragg Financial Advisors
North Carolina
$214K +$3.47K +150 +2%
SI
123
SimpliFi Inc
California
$213K +$1.62K +70 +0.7%
SWA
124
Stratos Wealth Advisors
Ohio
$206K +$219K +9,474 New
AAS
125
Avantax Advisory Services
Texas
$203K +$216K +9,319 New
3 4
5
6 7

SUSC Hedge Fund Activity: Q3 2022 in Review

170 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2022, worth a combined $644M — up 3.6% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 8 closed out — a net gain of 16 holders — while 97 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $30.7M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 170 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $644M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2022, up 3.6% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2022 and 8 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $30.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2022 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.