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iShares ESG Aware USD Corporate Bond ETF
SUSC

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 11

137% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 51

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more funds holding

Funds holding: 203 → 240 (+37)

15% more capital invested

Capital invested by funds: $854M → $983M (+$130M)

2.27% more ownership

Funds ownership: 80.19% → 82.46% (+2.3%)

Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.6M
3
B
Barings
North Carolina
+$12.5M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$6.65M
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.49M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$34.7M
2
SC
Savant Capital
Illinois
-$7.19M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.69M
4
BlackRock
BlackRock
New York
-$3.22M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
PR
101
Payden & Rygel
California
$714K – – –
MPW
102
MA Private Wealth
California
$705K +$669K +30,279 New
WIA
103
World Investment Advisors
California
$700K +$113K +5,108 +20%
WCWM
104
Willow Creek Wealth Management
California
$685K +$508 +23 +0.1%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$676K +$13K +590 +2%
PA
106
Procyon Advisors
Connecticut
$673K +$79K +3,574 +14%
WA
107
Wealth Alliance
New York
$673K +$288K +13,009 +82%
PWMG
108
Private Wealth Management Group
New Jersey
$653K +$620K +28,056 New
HHGA
109
Halbert Hargrove Global Advisors
California
$649K +$5.17K +234 +0.8%
OWMIAS
110
One Wealth Management Investment & Advisory Services
Florida
$638K +$606K +27,417 New
PA
111
PFG Advisors
Arizona
$607K -$11.6K -525 -2%
SYBT
112
Stock Yards Bank & Trust
Kentucky
$604K +$156K +7,075 +37%
BFG
113
Beacon Financial Group
Texas
$597K +$567K +25,634 New
AAS
114
Avantax Advisory Services
Texas
$561K +$48.4K +2,188 +10%
HighTower Advisors
115
HighTower Advisors
Illinois
$558K +$157K +7,099 +42%
LFG
116
Larson Financial Group
Missouri
$543K -$4.38K -198 -0.8%
NCM
117
Neumann Capital Management
California
$542K +$44.2K +2,000 +9%
FFA
118
Farther Finance Advisors
California
$515K +$244K +11,037 +100%
LNC
119
Lincoln National Corp
Pennsylvania
$506K -$202K -9,131 -30%
WT
120
Whittier Trust
California
$486K +$8.09K +366 +2%
RIS
121
Retirement Income Solutions
Michigan
$484K – – –
WFA
122
Wells Financial Advisors
Massachusetts
$478K +$256K +11,600 +130%
LIA
123
LifePlan Investment Advisors
North Carolina
$475K +$86.7K +3,921 +24%
CIBC World Market
124
CIBC World Market
Ontario, Canada
$465K – – –
VWM
125
Venturi Wealth Management
Texas
$463K +$77.2K +3,491 +21%
3 4
5
6 7

SUSC Hedge Fund Activity: Q4 2023 in Review

240 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2023, worth a combined $983M — up 15% from $854M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SUSC positions and 11 closed out — a net gain of 39 holders — while 121 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was Ameriprise, cutting an estimated $34.7M.

  • 240 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $983M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2023 and 11 closed out, a net change of +39 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2023 was Ameriprise, an estimated $34.7M sold.

Based on aggregated 13F filings for Q4 2023.