We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF
SUSC

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $797M → $854M (+$56.7M)

2.27% more ownership

Funds ownership: 77.92% → 80.19% (+2.3%)

0% more funds holding

Funds holding: 202 → 203 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$83.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$21.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.34M
5
FGAM
Financial Gravity Asset Management
Texas
+$6.15M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.7M
3
Jane Street
Jane Street
New York
-$9.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
Wealth Alliance
New York
$346K -$73K -3,272 -17%
William Blair & Company
127
William Blair & Company
Illinois
$340K +$1.38K +62 +0.4%
KPWS
128
Kestra Private Wealth Services
Texas
$338K +$11.8K +529 +4%
DAS
129
Dynamic Advisor Solutions
Arizona
$336K +$344K +15,427 New
MWM
130
Modera Wealth Management
New Jersey
$325K -$758 -34 -0.2%
PFM
131
Peak Financial Management
Massachusetts
$321K -$5.84K -262 -2%
BCI
132
Brinker Capital Investments
Pennsylvania
$314K -$88.5K -3,967 -22%
OPS
133
Orion Portfolio Solutions
Nebraska
$314K -$88.5K -3,967 -22%
AG
134
Ascent Group
Virginia
$311K +$268 +12 +0.1%
WWA
135
WCG Wealth Advisors
Nevada
$307K +$40K +1,791 +15%
FT
136
Fiduciary Trust
Massachusetts
$304K +$1.09K +49 +0.4%
RIA
137
Regal Investment Advisors
Michigan
$290K -$17.1K -767 -5%
TWP
138
Tempus Wealth Planning
California
$288K -$8.77K -393 -3%
SB
139
Strategic Blueprint
Georgia
$288K -$96.6K -4,330 -25%
BAAM
140
Baker Avenue Asset Management
California
$283K +$103K +4,624 +55%
WCFA
141
Walkner Condon Financial Advisors
Wisconsin
$280K +$2.07K +93 +0.7%
RJT
142
Raymond James Trust
Florida
$277K – – –
FFN
143
Focus Financial Network
Minnesota
$270K -$4.06K -182 -1%
WS
144
Wedbush Securities
California
$267K -$24.5K -1,099 -8%
EPP
145
ETF Portfolio Partners
Kansas
$263K +$28.6K +1,282 +12%
WBG
146
Wharton Business Group
Pennsylvania
$261K -$30.2K -1,355 -10%
VHAM
147
Van Hulzen Asset Management
California
$256K – – –
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$254K +$312 +14 +0.1%
BFG
149
Buttonwood Financial Group
Missouri
$244K +$25.4K +1,140 +11%
FFA
150
Farther Finance Advisors
California
$241K -$68.9K -3,089 -22%
4 5
6
7 8

SUSC Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2023, worth a combined $854M — up 7.1% from $797M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSC positions and 17 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.1M. The largest seller was Envestnet Asset Management, cutting an estimated $66M.

  • 203 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $854M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 19 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2023 and 17 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $83.1M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2023.