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iShares ESG Aware USD Corporate Bond ETF
SUSC

250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 61

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

4% more funds holding

Funds holding: 241 → 250 (+9)

2% more capital invested

Capital invested by funds: $854M → $876M (+$21.1M)

0.78% more ownership

Funds ownership: 79.37% → 80.16% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
133
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$12.2M
2
Betterment LLC
Betterment LLC
New York
+$8.29M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$5.46M
4
LPL Financial
LPL Financial
California
+$4.07M
5
Morgan Stanley
Morgan Stanley
New York
+$2.54M

Top Sellers

1
OWA
One Wealth Advisors
California
-$7.5M
2
BlackRock
BlackRock
New York
-$5.42M
3
Ameriprise
Ameriprise
Minnesota
-$3.81M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.91M
5
PBF
Petix & Botte Financial
California
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
126
Buttonwood Financial Group
Missouri
$484K +$51.8K +2,288 +12%
EPW
127
Evergreen Private Wealth
Colorado
$484K -$9.89K -437 -2%
D
128
Diversified
Delaware
$484K +$482K +21,282 New
WT
129
Whittier Trust
California
$474K – – –
WFA
130
Wells Financial Advisors
Massachusetts
$467K – – –
CIBC World Market
131
CIBC World Market
Ontario, Canada
$454K – – –
MA
132
Mutual Advisors
Nebraska
$453K +$445K +19,672 New
RWP
133
RWA Wealth Partners
Massachusetts
$429K +$1.97K +87 +0.5%
RJT
134
Raymond James Trust
Florida
$427K – – –
FFN
135
Focus Financial Network
Minnesota
$419K +$4.82K +213 +1%
PFM
136
Peak Financial Management
Massachusetts
$418K +$6.45K +285 +2%
AI
137
Atria Investments
North Carolina
$415K +$414K +18,283 New
Corient Private Wealth
138
Corient Private Wealth
Florida
$408K +$204 +9 +0.1%
NA
139
Nottingham Advisors
New York
$404K +$11.8K +523 +3%
UFA
140
US Financial Advisors
Massachusetts
$403K -$27.5K -1,216 -6%
DAS
141
Dynamic Advisor Solutions
Arizona
$395K +$12.6K +558 +3%
RIA
142
Regal Investment Advisors
Michigan
$378K +$5.68K +251 +2%
KPWS
143
Kestra Private Wealth Services
Texas
$364K -$18.9K -835 -5%
RIS
144
Retirement Income Solutions
Michigan
$362K -$111K -4,885 -23%
SB
145
Strategic Blueprint
Georgia
$359K +$20.7K +914 +6%
AWM
146
AE Wealth Management
Kansas
$357K -$45 -2 -0%
FT
147
Fiduciary Trust
Massachusetts
$348K +$50K +2,209 +17%
MW
148
Maia Wealth
Colorado
$345K +$340K +15,018 New
MLA
149
My Legacy Advisors
Oregon
$343K +$82.2K +3,631 +32%
MFGM
150
Marshall Financial Group (Maryland)
Maryland
$342K -$2.78K -123 -0.8%
4 5
6
7 8

SUSC Hedge Fund Activity: Q2 2024 in Review

250 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2024, worth a combined $876M — up 2.5% from $854M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUSC positions and 20 closed out — a net gain of 12 holders — while 133 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.2M. The largest seller was One Wealth Advisors, exiting entirely with an estimated $7.5M sold.

  • 250 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2024, up from 241 in Q1 2024.
  • Funds reported $876M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2024, up 2.5% quarter-over-quarter.
  • 32 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $12.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2024 was One Wealth Advisors, an estimated $7.5M sold.

Based on aggregated 13F filings for Q2 2024.