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iShares ESG Aware USD Corporate Bond ETF

263 hedge funds and large institutions have $927M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $922M → $927M (+$5.06M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 82.74%81.98% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

3% less funds holding

Funds holding: 271263 (-8)

Holders
263
Holders Change
-8
Holders Change %
-2.95%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
100
Reduced
105
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$385K -$11.5K -501 -3%
RIA
152
Regal Investment Advisors
Michigan
$385K +$21.9K +955 +6%
JC
153
JB Capital
Connecticut
$360K -$23.3K -1,018 -6%
LFG
154
Larson Financial Group
Missouri
$349K -$218K -9,511 -39%
OAM
155
Occidental Asset Management
California
$348K -$5.97K -261 -2%
SWP
156
Sagespring Wealth Partners
Tennessee
$344K +$4.44K +194 +1%
SB
157
Strategic Blueprint
Georgia
$341K -$28.6K -1,252 -8%
LA
158
LexAurum Advisors
Kansas
$340K -$13.7K -598 -4%
RIS
159
Retirement Income Solutions
Michigan
$340K -$27.1K -1,185 -7%
EL
160
EQ LLC
Washington
$338K +$22.1K +966 +7%
SW
161
SoFi Wealth
California
$336K +$316K +13,827 +1,894%
MW
162
Maia Wealth
Colorado
$333K -$43.6K -1,906 -11%
USCWA
163
U.S. Capital Wealth Advisors
Texas
$333K
BBA
164
Braun-Bostich & Associates
Pennsylvania
$328K -$24.8K -1,082 -7%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$323K -$37K -1,619 -10%
EWA
166
ERTS Wealth Advisors
Michigan
$322K +$2.68K +117 +0.8%
HI
167
Harbour Investments
Wisconsin
$321K +$43.2K +1,887 +16%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$321K +$54.6K +2,388 +21%
WS
169
Wedbush Securities
California
$311K -$6.66K -291 -2%
CFG
170
Carr Financial Group
Massachusetts
$311K +$2.24K +98 +0.7%
SAI
171
Savvy Advisors Inc
New York
$310K -$62.7K -2,741 -17%
LFA
172
Level Financial Advisors
New York
$298K -$1.53K -67 -0.5%
WFS
173
WealthGarden F.S.
California
$297K +$19.5K +851 +7%
CPP
174
Capasso Planning Partners
South Carolina
$290K +$366 +16 +0.1%
FPWM
175
Five Pine Wealth Management
Idaho
$289K +$41.9K +1,833 +17%

SUSC Hedge Fund Activity: Q1 2025 in Review

263 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2025, worth a combined $927M — up 0.55% from $922M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 100 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.61M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $14.5M.

  • 263 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $927M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $5.61M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.