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iShares ESG Aware USD Corporate Bond ETF

132 hedge funds and large institutions have $558M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $449M → $558M (+$110M)

6.7% more ownership

Funds ownership: 54.69%61.39% (+6.7%)

3% more funds holding

Funds holding: 128132 (+4)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
69
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$12K
APA
127
American Portfolios Advisors
New York
$11.3K -$25.8K -939 -69%
SPIA
128
Steward Partners Investment Advisory
New York
$9K
FWP
129
FAS Wealth Partners
Kansas
$7K +$3.98K +145 +113%
NFSG
130
Newbridge Financial Services Group
Florida
$4K
TIM
131
Tortoise Investment Management
New York
$4K
EIP
132
Ellis Investment Partners
Pennsylvania
$4K +$55 +2 +1%
BWL
133
Bogart Wealth LLC
Virginia
$2K +$27 +1 +2%
DL
134
DOHJ LLC
Washington
-$595K -21,561 Closed
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
-$527K -19,158 Closed
MIS
136
Morningstar Investment Services
Illinois
-$462K -16,784 Closed
GSEP
137
Golden State Equity Partners
California
-$304K -11,044 Closed
FP
138
Fiduciary Planning
Florida
-$249K -9,055 Closed
DAS
139
Dynamic Advisor Solutions
Arizona
-$238K -8,667 Closed
Barclays
140
Barclays
United Kingdom
-$124K -4,505 Closed
FA
141
Flagstar Advisors
New York
-$110K -4,008 Closed
BMD
142
Better Money Decisions
New Mexico
-$77K -2,797 Closed
GIA
143
Goodwin Investment Advisory
Georgia
-$54K -1,976 Closed
HA
144
Herold Advisors
New York
-$24K -900 Closed
FCM
145
Firestone Capital Management
Florida
-$23K -846 Closed
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
-$12K -451 Closed
LWM
147
Liberty Wealth Management
California
-$9K -321 Closed
TFS
148
TrustCore Financial Services
Tennessee
-$5K -197 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
-$3K -109 Closed

SUSC Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2021, worth a combined $558M — up 24% from $449M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 16 closed out — a net gain of 8 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $8.49M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.03M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2021, up from 128 in Q3 2021.
  • Funds reported $558M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $8.49M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2021.