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iShares ESG Aware USD Corporate Bond ETF

257 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 74

4% more capital invested

Capital invested by funds: $927M → $964M (+$37.2M)

0.57% more ownership

Funds ownership: 81.98%82.55% (+0.57%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 263257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
-6
Holders Change %
-2.28%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
134
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
126
Lifelong Wealth Advisors
Minnesota
$525K +$78.4K +3,438 +18%
WFA
127
Wells Financial Advisors
Massachusetts
$519K
FPAS
128
Focus Partners Advisor Solutions
Missouri
$518K +$6.25K +274 +1%
TWP
129
Tempus Wealth Planning
California
$517K +$103K +4,503 +25%
BFG
130
Beacon Financial Group
Texas
$514K -$388 -17 -0.1%
HPM
131
Hoxton Planning & Management
West Virginia
$507K +$19.4K +852 +4%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$505K -$3.29M -144,403 -87%
EPW
133
Evergreen Private Wealth
Colorado
$475K +$52.4K +2,299 +13%
PG
134
Proffitt & Goodson
Tennessee
$473K -$8.17K -358 -2%
PFM
135
Peak Financial Management
Massachusetts
$454K +$27.6K +1,212 +7%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$450K -$91 -4 -0%
SPAS
137
Spectrum Planning & Advisory Services
California
$440K -$9.56K -419 -2%
JC
138
JB Capital
Connecticut
$437K +$73.1K +3,204 +21%
RIA
139
Regal Investment Advisors
Michigan
$431K +$42.6K +1,867 +11%
MW
140
Maia Wealth
Colorado
$417K +$73K +3,202 +22%
CCA
141
Cobblestone Capital Advisors
New York
$415K +$16.9K +740 +4%
DAS
142
Dynamic Advisor Solutions
Arizona
$408K -$57.3K -2,512 -13%
GSWM
143
Golden State Wealth Management
California
$405K -$18.6K -815 -4%
FFN
144
Focus Financial Network
Minnesota
$395K -$29.5K -1,295 -7%
KPWS
145
Kestra Private Wealth Services
Texas
$391K +$2.69K +118 +0.7%
EL
146
EQ LLC
Washington
$386K +$44.4K +1,945 +13%
BFA
147
Bragg Financial Advisors
North Carolina
$380K -$19.7K -863 -5%
USCWA
148
U.S. Capital Wealth Advisors
Texas
$369K +$33.2K +1,457 +10%
LFG
149
Larson Financial Group
Missouri
$355K +$3.81K +167 +1%
BBA
150
Braun-Bostich & Associates
Pennsylvania
$352K +$21.7K +951 +7%

SUSC Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2025, worth a combined $964M — up 4% from $927M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 134 added.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Barings, cutting an estimated $19.7M.

  • 257 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2025, down from 263 in Q1 2025.
  • Funds reported $964M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2025 was Barings, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.