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iShares ESG Aware USD Corporate Bond ETF
SUSC

Overview Fund Activity

255 hedge funds and large institutions have $956M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
132
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$195M
2
LPL Financial
LPL Financial
California
$55.7M
3
Wealthfront Advisers
Wealthfront Advisers
California
$70.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$90.1M
5
Betterment LLC
Betterment LLC
New York
$33M

Top Sellers

1
B
Barings
North Carolina
$3.42M
2
AWS
Atria Wealth Solutions
New York
$591K
3
Morgan Stanley
Morgan Stanley
New York
$18.6M
4
SG
Stanich Group
New York
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
126
Focus Partners Advisor Solutions
Missouri
$518K +$6.37K +274 +1%
TWP
127
Tempus Wealth Planning
California
$517K +$105K +4,503 +25%
BFG
128
Beacon Financial Group
Texas
$514K -$395 -17 -0.1%
HPM
129
Hoxton Planning & Management
West Virginia
$507K +$19.8K +852 +4%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$505K -$3.35M -144,403 -87%
EPW
131
Evergreen Private Wealth
Colorado
$475K +$53.4K +2,299 +13%
PG
132
Proffitt & Goodson
Tennessee
$473K -$8.32K -358 -2%
PFM
133
Peak Financial Management
Massachusetts
$454K +$28.2K +1,212 +7%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$450K -$93 -4 -0%
SPAS
135
Spectrum Planning & Advisory Services
California
$440K -$9.73K -419 -2%
JC
136
JB Capital
Connecticut
$437K +$74.4K +3,204 +21%
RIA
137
Regal Investment Advisors
Michigan
$431K +$43.4K +1,867 +11%
MW
138
Maia Wealth
Colorado
$417K +$74.4K +3,202 +22%
CCA
139
Cobblestone Capital Advisors
New York
$415K +$17.2K +740 +4%
DAS
140
Dynamic Advisor Solutions
Arizona
$408K -$58.4K -2,512 -13%
GSWM
141
Golden State Wealth Management
California
$405K -$18.9K -815 -4%
FFN
142
Focus Financial Network
Minnesota
$395K -$30.1K -1,295 -7%
KPWS
143
Kestra Private Wealth Services
Texas
$391K +$2.74K +118 +0.7%
EL
144
EQ LLC
Washington
$386K +$45.2K +1,945 +13%
BFA
145
Bragg Financial Advisors
North Carolina
$380K -$20K -863 -5%
USCWA
146
U.S. Capital Wealth Advisors
Texas
$369K +$33.8K +1,457 +10%
LFG
147
Larson Financial Group
Missouri
$355K +$3.88K +167 +1%
BBA
148
Braun-Bostich & Associates
Pennsylvania
$352K +$22.1K +951 +7%
AI
149
Atria Investments
North Carolina
$351K +$73.1K +3,145 +26%
OAM
150
Occidental Asset Management
California
$351K +$581 +25 +0.2%
4 5
6
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