iShares ESG Aware USD Corporate Bond ETF
SUSC
271 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 92 reducing their positions, and 20 closing their positions.
140% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 20
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 92
10% more funds holding
Funds holding: 247 → 271 (+24)
1.5% more ownership
Funds ownership: 81.23% → 82.74% (+1.5%)
3% less capital invested
Capital invested by funds: $948M → $922M (-$26.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.1M |
| 2 |
JP Morgan Chase
New York
|
+$6.24M |
| 3 |
Betterment LLC
New York
|
+$4.58M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.53M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.5M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
-$6.87M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.11M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$3.82M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$3.35M |
SUSC Hedge Fund Activity: Q4 2024 in Review
271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2024, worth a combined $922M — down 2.8% from $948M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SUSC positions and 20 closed out — a net gain of 28 holders — while 111 added to existing stakes and 92 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Envestnet Asset Management, cutting an estimated $11.5M.
- 271 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2024, up from 247 in Q3 2024.
- Funds reported $922M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
- 48 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2024 and 20 closed out, a net change of +28 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $13.1M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2024.