We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF
SUSC

170 hedge funds and large institutions have $644M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 32

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

10% more funds holding

Funds holding: 155 → 170 (+15)

1.95% more ownership

Funds ownership: 67.39% → 69.34% (+1.9%)

4% more capital invested

Capital invested by funds: $621M → $644M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
97
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
2
Jane Street
Jane Street
New York
+$19.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.8M
4
OMC
Old Mission Capital
Illinois
+$3.33M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$2.66M

Top Sellers

1
BlackRock
BlackRock
New York
-$14.4M
2
Ameriprise
Ameriprise
Minnesota
-$6.5M
3
OWA
One Wealth Advisors
California
-$4.08M
4
UBS Group
UBS Group
Switzerland
-$1.74M
5
BCM
Brookstone Capital Management
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
151
Absolute Capital Management
Pennsylvania
$23.9K +$25.5K +1,099 New
WIM
152
Westside Investment Management
California
$23.2K +$24.5K +1,060 New
OPW
153
Oxler Private Wealth
New York
$22.6K – – –
BSB
154
Bangor Savings Bank
Maine
$20K – – –
TFS
155
TrustCore Financial Services
Tennessee
$19K +$185 +8 +1%
RA
156
Rise Advisors
New York
$13K +$93 +4 +0.7%
MAM
157
Meeder Asset Management
Ohio
$12K -$272K -11,748 -95%
CA
158
Crewe Advisors
Utah
$9K +$9.75K +421 New
NSIM
159
North Star Investment Management
Illinois
$9K +$10K +432 New
PMFA
160
Plante Moran Financial Advisors
Michigan
$8K +$8.48K +366 New
PI
161
PFS Investments
Georgia
$7.89K -$343K -14,805 -4%
FCG
162
Financial Connections Group
California
$7K – – –
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$7K +$7.71K +333 New
SWM
164
Spire Wealth Management
Virginia
$5K – – –
GFPC
165
Global Financial Private Client
Florida
$4.78K +$2.83K +122 +128%
EIP
166
Ellis Investment Partners
Pennsylvania
$4K +$23 +1 +0.5%
FWP
167
FAS Wealth Partners
Kansas
$4K +$23 +1 +0.5%
PA
168
Parallel Advisors
California
$4K +$4.52K +195 New
MWM
169
Mascoma Wealth Management
New Hampshire
$2K – – –
TIM
170
Tortoise Investment Management
New York
$2K – – –
BWL
171
Bogart Wealth LLC
Virginia
$2K +$23 +1 +1%
BC
172
Barrett & Company
Rhode Island
$1.29K +$1.34K +58 New
OWA
173
One Wealth Advisors
California
– -$4.08M -176,009 Closed
NL
174
NEPC LLC
Massachusetts
– -$751K -32,433 Closed
IWC
175
Integrated Wealth Concepts
Massachusetts
– -$355K -15,323 Closed
4 5 6
7
8

SUSC Hedge Fund Activity: Q3 2022 in Review

170 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2022, worth a combined $644M — up 3.6% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 8 closed out — a net gain of 16 holders — while 97 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $30.7M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 170 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $644M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2022, up 3.6% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2022 and 8 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $30.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2022 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.