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iShares ESG Aware USD Corporate Bond ETF
SUSC

Overview Fund Activity

270 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
110
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$77.8M
3
Betterment LLC
3
Betterment LLC
New York
$30.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.9M
5
AF
5
Allworth Financial
California
$3.14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
B
2
Barings
North Carolina
$30M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.6M
4
MIS
4
Morningstar Investment Services
Illinois
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$57.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAI
151
Savvy Advisors Inc
New York
$367K +$367K +16,171 New
SB
152
Strategic Blueprint
Georgia
$365K +$3.84K +169 +1%
AG
153
Ascent Group
Virginia
$363K +$76.4K +3,364 +27%
RIS
154
Retirement Income Solutions
Michigan
$362K – – –
RIA
155
Regal Investment Advisors
Michigan
$358K -$47.2K -2,078 -12%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$355K -$274K -12,043 -44%
MCC
157
Maiden Cove Capital
Maine
$352K -$98K -4,314 -22%
LA
158
LexAurum Advisors
Kansas
$349K -$6.91K -304 -2%
OAM
159
Occidental Asset Management
California
$348K +$89.2K +3,927 +34%
BBA
160
Braun-Bostich & Associates
Pennsylvania
$348K -$5.36K -236 -2%
WCFA
161
Walkner Condon Financial Advisors
Wisconsin
$337K +$337K +14,831 New
SWP
162
Sagespring Wealth Partners
Tennessee
$335K +$335K +14,734 New
USCWA
163
U.S. Capital Wealth Advisors
Texas
$328K +$11.8K +521 +4%
TWP
164
Tempus Wealth Planning
California
$317K +$23.2K +1,019 +8%
EWA
165
ERTS Wealth Advisors
Michigan
$315K +$6.36K +280 +2%
WS
166
Wedbush Securities
California
$313K -$8.19K -360 -3%
EL
167
EQ LLC
Washington
$311K -$295 -13 -0.1%
NA
168
Nottingham Advisors
New York
$307K -$60.9K -2,680 -17%
CFG
169
Carr Financial Group
Massachusetts
$304K -$454K -20,002 -60%
VW
170
Veridan Wealth
Oregon
$303K +$303K +13,316 New
WWA
171
WCG Wealth Advisors
Nevada
$303K -$13.2K -581 -4%
HSWS
172
Higgins & Schmidt Wealth Strategies
Colorado
$295K +$295K +13,004 New
LFA
173
Level Financial Advisors
New York
$295K -$1.2K -53 -0.4%
AFTS
174
American Financial & Tax Strategies
New York
$286K +$2.18K +96 +0.8%
CPP
175
Capasso Planning Partners
South Carolina
$286K +$6.29K +277 +2%
5 6
7
8 9