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iShares ESG Aware USD Corporate Bond ETF
SUSC

Overview Fund Activity

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M
3
B
3
Barings
North Carolina
$13.1M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$55.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$50.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$201M
2
SC
2
Savant Capital
Illinois
$7.13M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.2M
4
BlackRock
4
BlackRock
New York
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$325K +$230K +9,894 +243%
Corient Private Wealth
152
Corient Private Wealth
Florida
$325K -$47.9K -2,060 -13%
MFGM
153
Marshall Financial Group (Maryland)
Maryland
$319K -$85.4K -3,670 -21%
RIA
154
Regal Investment Advisors
Michigan
$318K +$8.42K +362 +3%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$316K +$316K +13,575 New
LFA
156
Level Financial Advisors
New York
$312K -$73.6K -3,162 -19%
BAAM
157
Baker Avenue Asset Management
California
$311K +$8.54K +367 +3%
PAG
158
Private Advisor Group
New Jersey
$308K +$308K +13,237 New
DP
159
Denver PWM
Colorado
$292K +$292K +6,171 New
EPP
160
ETF Portfolio Partners
Kansas
$282K +$721 +31 +0.3%
FT
161
Fiduciary Trust
Massachusetts
$282K -$43.4K -1,863 -13%
WBG
162
Wharton Business Group
Pennsylvania
$279K – – –
WWA
163
WCG Wealth Advisors
Nevada
$275K -$53.3K -2,293 -16%
VHAM
164
Van Hulzen Asset Management
California
$274K – – –
Stifel Financial
165
Stifel Financial
Missouri
$271K +$31K +1,333 +13%
BFG
166
Buttonwood Financial Group
Missouri
$268K – – –
GW
167
GW & Wade
Massachusetts
$266K +$9.57K +411 +4%
MYIA
168
Mount Yale Investment Advisors
Colorado
$264K +$17K +730 +7%
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$262K +$10.2K +439 +4%
HI
170
Harbour Investments
Wisconsin
$256K +$51.8K +2,227 +25%
BFM
171
Boston Financial Management
Massachusetts
$252K +$252K +10,841 New
WS
172
Wedbush Securities
California
$252K -$34.4K -1,476 -12%
RJA
173
Raymond James & Associates
Florida
$250K -$383K -16,475 -61%
CPP
174
Capasso Planning Partners
South Carolina
$247K +$247K +10,610 New
USCWA
175
U.S. Capital Wealth Advisors
Texas
$243K +$243K +10,435 New
5 6
7
8 9