iShares ESG Aware USD Corporate Bond ETF
SUSC
123 hedge funds and large institutions have $467M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 29 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.88% less ownership
Funds ownership: 66.06% → 61.18% (-4.9%)
7% less funds holding
Funds holding: 132 → 123 (-9)
15% less capital invested
Capital invested by funds: $551M → $467M (-$83.9M)
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$9.44M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.72M |
| 3 |
Betterment LLC
New York
|
+$4.53M |
| 4 |
AA
Acorns Advisers
Irvine,
California
|
+$2.39M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.54M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$69.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$28.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.31M |
| 4 |
Jane Street
New York
|
-$5.49M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$3.43M |
SUSC Hedge Fund Activity: Q2 2021 in Review
123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2021, worth a combined $467M — down 15% from $551M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of SUSC and 20 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 51 added.
The largest buyer was Morgan Stanley, adding an estimated $9.44M. The largest seller was Envestnet Asset Management, cutting an estimated $69.3M.
- 123 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2021, down from 132 in Q1 2021.
- Funds reported $467M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2021, down 15% quarter-over-quarter.
- 20 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2021 and 29 closed out, a net change of -9 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $9.44M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $69.3M sold.
Based on aggregated 13F filings for Q2 2021.