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iShares ESG Aware USD Corporate Bond ETF

257 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 74

4% more capital invested

Capital invested by funds: $927M → $964M (+$37.2M)

0.57% more ownership

Funds ownership: 81.98%82.55% (+0.57%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 263257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
-6
Holders Change %
-2.28%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
134
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
101
Gradient Investments
Minnesota
$732K -$143K -6,281 -17%
MPW
102
MA Private Wealth
California
$712K
SYBT
103
Stock Yards Bank & Trust
Kentucky
$710K
WA
104
Wealth Alliance
New York
$700K -$54.1K -2,372 -7%
OPWM
105
Oregon Pacific Wealth Management
Oregon
$691K -$13.5K -591 -2%
AWM
106
Aprio Wealth Management
Georgia
$667K +$79.4K +3,482 +14%
Mariner
107
Mariner
Kansas
$639K +$125K +5,473 +25%
NCM
108
Neumann Capital Management
California
$626K -$7.41K -325 -1%
CA
109
Continuum Advisory
Idaho
$603K +$7.73K +339 +1%
UB
110
UMB Bank
Missouri
$598K
SW
111
SoFi Wealth
California
$595K +$252K +11,061 +76%
AWS
112
Atria Wealth Solutions
New York
$591K -$3.93M -172,493 -87%
BEC
113
Blue Edge Capital
Virginia
$584K -$79.4K -3,479 -12%
PA
114
PFG Advisors
Arizona
$582K -$3.54K -155 -0.6%
DE
115
Diversified Enterprises
Delaware
$580K +$161K +7,062 +39%
Truist Financial
116
Truist Financial
North Carolina
$579K +$43.9K +1,924 +8%
BFG
117
Buttonwood Financial Group
Missouri
$575K +$52.2K +2,290 +10%
CL
118
Choreo LLC
Illinois
$568K -$276K -12,087 -33%
VWM
119
Venturi Wealth Management
Texas
$556K -$19.5K -856 -3%
SAG
120
SageView Advisory Group
California
$555K -$42.7K -1,874 -7%
Corient Private Wealth
121
Corient Private Wealth
Florida
$545K +$1.3K +57 +0.2%
FHA
122
First Horizon Advisors
Tennessee
$543K +$282K +12,363 +112%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$537K +$67K +2,938 +14%
KFSC
124
Keystone Financial Services (Colorado)
Colorado
$531K +$9.83K +431 +2%
MWM
125
MBE Wealth Management
Wisconsin
$530K +$958 +42 +0.2%

SUSC Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2025, worth a combined $964M — up 4% from $927M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 134 added.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Barings, cutting an estimated $19.7M.

  • 257 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2025, down from 263 in Q1 2025.
  • Funds reported $964M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2025 was Barings, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.