iShares ESG Aware USD Corporate Bond ETF
SUSC
247 hedge funds and large institutions have $948M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 21 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 67
8% more capital invested
Capital invested by funds: $876M → $948M (+$72.9M)
1.08% more ownership
Funds ownership: 80.16% → 81.23% (+1.1%)
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 250 → 247 (-3)
Top Buyers
| 1 |
B
Barings
Charlotte,
North Carolina
|
+$12M |
| 2 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$7.39M |
| 3 |
JP Morgan Chase
New York
|
+$7.04M |
| 4 |
Betterment LLC
New York
|
+$2.68M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$2.17M |
Top Sellers
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$4.78M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.67M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.1M |
| 4 |
BlackRock
New York
|
-$3.82M |
| 5 |
Jane Street
New York
|
-$2.04M |
SUSC Hedge Fund Activity: Q3 2024 in Review
247 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2024, worth a combined $948M — up 8.3% from $876M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SUSC positions and 21 closed out — a net gain of 1 holder — while 129 added to existing stakes and 67 trimmed.
The largest buyer was Barings, adding an estimated $12M. The largest seller was Fisher Asset Management, cutting an estimated $4.78M.
- 247 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2024, down from 250 in Q2 2024.
- Funds reported $948M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
- 22 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2024 and 21 closed out, a net change of +1 holder.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2024 was Barings, an estimated $12M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2024 was Fisher Asset Management, an estimated $4.78M sold.
Based on aggregated 13F filings for Q3 2024.