iShares ESG Aware USD Corporate Bond ETF
SUSC
203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 73
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
7% more capital invested
Capital invested by funds: $797M → $854M (+$56.7M)
2.27% more ownership
Funds ownership: 77.92% → 80.19% (+2.3%)
0% more funds holding
Funds holding: 202 → 203 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.1M |
| 2 |
JP Morgan Chase
New York
|
+$21.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.91M |
| 4 |
Bank of New York Mellon
New York
|
+$7.34M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$6.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$66M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$13.7M |
| 3 |
Jane Street
New York
|
-$9.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.12M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.37M |
SUSC Hedge Fund Activity: Q3 2023 in Review
203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2023, worth a combined $854M — up 7.1% from $797M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SUSC positions and 17 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.
The largest buyer was Ameriprise, adding an estimated $83.1M. The largest seller was Envestnet Asset Management, cutting an estimated $66M.
- 203 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2023, up from 202 in Q2 2023.
- Funds reported $854M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2023, up 7.1% quarter-over-quarter.
- 19 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2023 and 17 closed out, a net change of +2 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $83.1M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $66M sold.
Based on aggregated 13F filings for Q3 2023.