iShares ESG Aware USD Corporate Bond ETF
SUSC
202 hedge funds and large institutions have $797M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 13 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 59
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
7.49% more ownership
Funds ownership: 70.43% → 77.92% (+7.5%)
7% more capital invested
Capital invested by funds: $746M → $797M (+$50.6M)
3% more funds holding
Funds holding: 196 → 202 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$20M |
| 2 |
Jane Street
New York
|
+$9.75M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$4.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.6M |
| 5 |
BlackRock
New York
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$7.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.93M |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$1.39M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.08M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$986K |
SUSC Hedge Fund Activity: Q2 2023 in Review
202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2023, worth a combined $797M — up 6.8% from $746M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SUSC positions and 13 closed out — a net gain of 7 holders — while 97 added to existing stakes and 59 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $20M. The largest seller was Summit Wealth Group, cutting an estimated $7.36M.
- 202 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2023, up from 196 in Q1 2023.
- Funds reported $797M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2023, up 6.8% quarter-over-quarter.
- 20 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2023 and 13 closed out, a net change of +7 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $20M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2023 was Summit Wealth Group, an estimated $7.36M sold.
Based on aggregated 13F filings for Q2 2023.