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iShares ESG Aware USD Corporate Bond ETF
SUSC

170 hedge funds and large institutions have $644M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 32

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

10% more funds holding

Funds holding: 155 → 170 (+15)

1.95% more ownership

Funds ownership: 67.39% → 69.34% (+1.9%)

4% more capital invested

Capital invested by funds: $621M → $644M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
97
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
2
Jane Street
Jane Street
New York
+$19.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.8M
4
OMC
Old Mission Capital
Illinois
+$3.33M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$2.66M

Top Sellers

1
BlackRock
BlackRock
New York
-$14.4M
2
Ameriprise
Ameriprise
Minnesota
-$6.5M
3
OWA
One Wealth Advisors
California
-$4.08M
4
UBS Group
UBS Group
Switzerland
-$1.74M
5
BCM
Brookstone Capital Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
126
Belpointe Asset Management
Nevada
$202K -$13K -562 -6%
CFD
127
Creative Financial Designs
Indiana
$176K +$51.4K +2,220 +38%
HI
128
Harbour Investments
Wisconsin
$173K – – –
AF
129
Advisornet Financial
Minnesota
$165K +$173K +7,479 +8,799%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$148K -$208 -9 -0.1%
FHA
131
First Horizon Advisors
Tennessee
$147K +$52.6K +2,271 +51%
WFA
132
Wells Financial Advisors
Massachusetts
$134K +$143K +6,155 New
SWM
133
Selective Wealth Management
Virginia
$132K -$10.7K -463 -7%
OLVIG
134
Oliver Lagore Vanvalin Investment Group
Michigan
$123K +$27.3K +1,177 +26%
QC
135
Quent Capital
New York
$108K +$115K +4,959 New
FA
136
Flagstar Advisors
New York
$89.6K +$95.3K +4,113 New
HWMA
137
Heritage Wealth Management (Arizona)
Arizona
$78K – – –
SWM
138
Sugarloaf Wealth Management
Georgia
$77K -$211K -9,116 -72%
CAL
139
Capital Analysts LLC
Pennsylvania
$56K +$32.4K +1,398 +117%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$55K +$394 +17 +0.7%
GRP
141
Global Retirement Partners
California
$54K – – –
AF
142
Allworth Financial
California
$53K +$11.7K +507 +26%
MBFW
143
Morton Brown Family Wealth
Pennsylvania
$49K – – –
APA
144
American Portfolios Advisors
New York
$43.3K +$7.85K +339 +21%
ACA
145
Aptus Capital Advisors
Alabama
$41K +$29.7K +1,283 +212%
PCM
146
Penserra Capital Management
California
$38K +$10.3K +445 +33%
FCA
147
FinTrust Capital Advisors
South Carolina
$38K +$40.3K +1,740 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$34K +$35.4K +1,529 +2,998%
CWA
149
Clearview Wealth Advisors
Oregon
$30K +$2.64K +114 +9%
AIC
150
Archer Investment Corporation
Indiana
$30K – – –
4 5
6
7 8

SUSC Hedge Fund Activity: Q3 2022 in Review

170 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2022, worth a combined $644M — up 3.6% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 8 closed out — a net gain of 16 holders — while 97 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $30.7M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 170 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $644M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2022, up 3.6% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2022 and 8 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $30.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2022 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.