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iShares ESG Aware USD Corporate Bond ETF

263 hedge funds and large institutions have $927M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $922M → $927M (+$5.06M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 82.74%81.98% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

3% less funds holding

Funds holding: 271263 (-8)

Holders
263
Holders Change
-8
Holders Change %
-2.95%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
100
Reduced
105
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
101
Theory Financial
Colorado
$770K +$14.6K +638 +2%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$766K +$275 +12 +0%
BCI
103
Brinker Capital Investments
Pennsylvania
$755K +$77.7K +3,394 +12%
OPS
104
Orion Portfolio Solutions
Nebraska
$755K +$77.7K +3,394 +12%
WA
105
Wealth Alliance
New York
$749K +$36.2K +1,584 +5%
MPW
106
MA Private Wealth
California
$707K
SYBT
107
Stock Yards Bank & Trust
Kentucky
$704K +$89.9K +3,930 +15%
OPWM
108
Oregon Pacific Wealth Management
Oregon
$700K -$8.46K -370 -1%
SDWMA
109
Schneider Downs Wealth Management Advisors
Pennsylvania
$689K
IWC
110
Integrated Wealth Concepts
Massachusetts
$677K +$10.4K +455 +2%
AG
111
Ascent Group
Virginia
$672K +$301K +13,145 +82%
Stifel Financial
112
Stifel Financial
Missouri
$672K +$131K +5,713 +24%
OWCM
113
One Wealth Capital Management
Arizona
$666K +$12.5K +548 +2%
BEC
114
Blue Edge Capital
Virginia
$660K -$30.6K -1,336 -4%
NCM
115
Neumann Capital Management
California
$629K +$9.15K +400 +1%
SAG
116
SageView Advisory Group
California
$597K -$564K -24,659 -49%
UB
117
UMB Bank
Missouri
$593K
CA
118
Continuum Advisory
Idaho
$590K -$3.25K -142 -0.6%
AWM
119
Aprio Wealth Management
Georgia
$582K -$218K -9,517 -27%
PA
120
PFG Advisors
Arizona
$581K -$29.5K -1,290 -5%
VWM
121
Venturi Wealth Management
Texas
$572K -$11K -480 -2%
Corient Private Wealth
122
Corient Private Wealth
Florida
$540K +$29.2K +1,278 +6%
Truist Financial
123
Truist Financial
North Carolina
$530K -$343K -14,990 -39%
MWM
124
MBE Wealth Management
Wisconsin
$526K +$521K +22,793 New
KFSC
125
Keystone Financial Services (Colorado)
Colorado
$517K -$108K -4,731 -17%

SUSC Hedge Fund Activity: Q1 2025 in Review

263 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2025, worth a combined $927M — up 0.55% from $922M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 100 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.61M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $14.5M.

  • 263 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $927M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $5.61M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.