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iShares ESG Aware USD Corporate Bond ETF

263 hedge funds and large institutions have $927M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $922M → $927M (+$5.06M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 82.74%81.98% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

3% less funds holding

Funds holding: 271263 (-8)

Holders
263
Holders Change
-8
Holders Change %
-2.95%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
100
Reduced
105
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
126
Wells Financial Advisors
Massachusetts
$515K
UFA
127
US Financial Advisors
Massachusetts
$513K +$59.8K +2,613 +13%
BFG
128
Beacon Financial Group
Texas
$511K
BFG
129
Buttonwood Financial Group
Missouri
$509K -$2.72K -119 -0.5%
FPAS
130
Focus Partners Advisor Solutions
Missouri
$508K +$504K +22,041 New
Mariner
131
Mariner
Kansas
$508K +$116K +5,082 +30%
MPIM
132
McGinn Penninger Investment Management
Virginia
$491K +$487K +21,293 New
HPM
133
Hoxton Planning & Management
West Virginia
$483K +$158K +6,920 +49%
PG
134
Proffitt & Goodson
Tennessee
$477K -$940K -41,095 -67%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$467K +$240K +10,508 +107%
DAS
136
Dynamic Advisor Solutions
Arizona
$463K +$51.4K +2,247 +13%
M&T Bank
137
M&T Bank
New York
$459K -$29.6K -1,292 -6%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$446K +$443K +19,362 New
SPAS
139
Spectrum Planning & Advisory Services
California
$446K +$54.5K +2,383 +14%
LWA
140
Lifelong Wealth Advisors
Minnesota
$442K +$17.6K +770 +4%
PCIA
141
Prime Capital Investment Advisors
Kansas
$439K +$435K +19,023 New
PFM
142
Peak Financial Management
Massachusetts
$423K +$10.5K +460 +3%
FFN
143
Focus Financial Network
Minnesota
$422K +$2.72K +119 +0.7%
GSWM
144
Golden State Wealth Management
California
$421K +$11.1K +484 +3%
EPW
145
Evergreen Private Wealth
Colorado
$419K -$137 -6 -0%
RWP
146
RWA Wealth Partners
Massachusetts
$416K -$15.9K -694 -4%
DE
147
Diversified Enterprises
Delaware
$412K -$78.2K -3,420 -16%
TWP
148
Tempus Wealth Planning
California
$410K +$87.2K +3,810 +27%
BFA
149
Bragg Financial Advisors
North Carolina
$397K +$18.7K +819 +5%
CCA
150
Cobblestone Capital Advisors
New York
$395K -$14.3K -625 -4%

SUSC Hedge Fund Activity: Q1 2025 in Review

263 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2025, worth a combined $927M — up 0.55% from $922M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 100 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.61M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $14.5M.

  • 263 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $927M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $5.61M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.