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iShares ESG Aware USD Corporate Bond ETF
SUSC

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $797M → $854M (+$56.7M)

2.27% more ownership

Funds ownership: 77.92% → 80.19% (+2.3%)

0% more funds holding

Funds holding: 202 → 203 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$83.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$21.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.34M
5
FGAM
Financial Gravity Asset Management
Texas
+$6.15M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.7M
3
Jane Street
Jane Street
New York
-$9.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
GW
151
GW & Wade
Massachusetts
$240K +$46.7K +2,092 +23%
SDWMA
152
Schneider Downs Wealth Management Advisors
Pennsylvania
$235K – – –
UFA
153
US Financial Advisors
Massachusetts
$232K +$238K +10,678 New
MYIA
154
Mount Yale Investment Advisors
Colorado
$231K -$6.13K -275 -3%
BPA
155
Beacon Pointe Advisors
California
$225K +$231K +10,338 New
Stifel Financial
156
Stifel Financial
Missouri
$225K +$231K +10,334 New
BIA
157
Bigelow Investment Advisors
Maine
$224K -$1.9K -85 -0.8%
WF
158
Williams Financial
Vermont
$213K +$21.6K +967 +11%
G
159
GenTrust
Florida
$212K +$424 +19 +0.2%
CB
160
Centennial Bank
Arkansas
$209K – – –
OAM
161
Occidental Asset Management
California
$203K +$208K +9,315 New
FHA
162
First Horizon Advisors
Tennessee
$197K -$13.4K -601 -6%
WFA
163
Wells Financial Advisors
Massachusetts
$194K +$24.5K +1,100 +14%
HI
164
Harbour Investments
Wisconsin
$191K -$21.1K -948 -10%
CFD
165
Creative Financial Designs
Indiana
$180K -$51.2K -2,295 -22%
GIA
166
Goodwin Investment Advisory
Georgia
$169K -$73.6K -3,299 -30%
AF
167
Allworth Financial
California
$158K -$17.3K -775 -10%
Comerica Bank
168
Comerica Bank
Texas
$145K +$149K +6,667 New
SWM
169
Sugarloaf Wealth Management
Georgia
$142K -$126K -5,669 -46%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$140K +$10.2K +457 +8%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$125K -$7.32K -328 -5%
CAL
172
Capital Analysts LLC
Pennsylvania
$98K -$4.8K -215 -5%
CFGS
173
Concourse Financial Group Securities
Alabama
$88.7K -$7.87K -353 -8%
SWM
174
Spire Wealth Management
Virginia
$77.9K +$72.2K +3,237 +949%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$70.3K +$72.1K +3,231 New
5 6
7
8 9

SUSC Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2023, worth a combined $854M — up 7.1% from $797M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSC positions and 17 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.1M. The largest seller was Envestnet Asset Management, cutting an estimated $66M.

  • 203 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $854M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 19 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2023 and 17 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $83.1M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2023.