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iShares ESG Aware USD Corporate Bond ETF
SUSC

154 hedge funds and large institutions have $566M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

125% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 32

17% more funds holding

Funds holding: 132 → 154 (+22)

5.56% more ownership

Funds ownership: 61.39% → 66.95% (+5.6%)

1% more capital invested

Capital invested by funds: $558M → $566M (+$7.98M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
42
Increased
72
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.72M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$5.59M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.01M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$30M
2
SAM
Synergy Asset Management
Washington
-$6.6M
3
FPF
First Pacific Financial
Washington
-$6.27M
4
PG
Prostatis Group
Maryland
-$4.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
151
Mascoma Wealth Management
New Hampshire
$3K +$2.59K +100 New
GFPC
152
Global Financial Private Client
Florida
$2.39K +$2.46K +95 New
TIM
153
Tortoise Investment Management
New York
$2K -$1.94K -75 -50%
BWL
154
Bogart Wealth LLC
Virginia
$2K +$751 +29 +45%
SAM
155
Synergy Asset Management
Washington
– -$6.6M -241,903 Closed
FPF
156
First Pacific Financial
Washington
– -$6.27M -229,755 Closed
PG
157
Prostatis Group
Maryland
– -$4.71M -172,728 Closed
Citadel Advisors
158
Citadel Advisors
Florida
– -$3M -109,839 Closed
OMC
159
Old Mission Capital
Illinois
– -$2.73M -100,015 Closed
PAG
160
Private Advisor Group
New Jersey
– -$1.26M -46,219 Closed
Bank Julius Baer & Co
161
Bank Julius Baer & Co
Switzerland
– -$816K -29,899 Closed
BAAM
162
Baker Avenue Asset Management
California
– -$600K -21,994 Closed
HighTower Advisors
163
HighTower Advisors
Illinois
– -$597K -21,853 Closed
HIF
164
Hill Island Financial
Michigan
– -$417K -15,297 Closed
LIG
165
Lokken Investment Group
Delaware
– -$355K -13,015 Closed
TI
166
tru Independence
Oregon
– -$305K -11,168 Closed
SYBT
167
Stock Yards Bank & Trust
Kentucky
– -$215K -7,894 Closed
KCA
168
Karn Couzens & Associates
Connecticut
– -$209K -7,662 Closed
GWM
169
Geneos Wealth Management
Colorado
– -$56K -2,058 Closed
Citigroup
170
Citigroup
New York
– -$23K -852 Closed
NFSG
171
Newbridge Financial Services Group
Florida
– -$4K -150 Closed
Fidelity Investments
172
Fidelity Investments
Massachusetts
– +$26 +1 New
3 4 5 6
7

SUSC Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2022, worth a combined $566M — up 1.4% from $558M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SUSC positions and 17 closed out — a net gain of 25 holders — while 72 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $70.7M. The largest seller was Ameriprise, cutting an estimated $30M.

  • 154 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $566M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2022, up 1.4% quarter-over-quarter.
  • 42 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2022 and 17 closed out, a net change of +25 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $70.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2022 was Ameriprise, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2022.