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iShares ESG Aware USD Corporate Bond ETF

257 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 74

4% more capital invested

Capital invested by funds: $927M → $964M (+$37.2M)

0.57% more ownership

Funds ownership: 81.98%82.55% (+0.57%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 263257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
-6
Holders Change %
-2.28%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
134
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
151
Atria Investments
North Carolina
$351K +$71.7K +3,145 +26%
OAM
152
Occidental Asset Management
California
$351K +$570 +25 +0.2%
P
153
&Partners
Tennessee
$348K +$164K +7,180 +95%
WS
154
Wedbush Securities
California
$348K +$34.2K +1,500 +11%
AFTS
155
American Financial & Tax Strategies
New York
$343K +$74.3K +3,257 +28%
LA
156
LexAurum Advisors
Kansas
$338K -$4.11K -180 -1%
HSWS
157
Higgins & Schmidt Wealth Strategies
Colorado
$329K +$41.7K +1,827 +15%
CAL
158
Capital Analysts LLC
Pennsylvania
$327K +$62.2K +2,725 +24%
SAI
159
Savvy Advisors Inc
New York
$326K +$13.8K +606 +5%
First Trust Advisors
160
First Trust Advisors
Illinois
$319K +$314K +13,747 New
CFG
161
Carr Financial Group
Massachusetts
$317K +$3.4K +149 +1%
SWP
162
Sagespring Wealth Partners
Tennessee
$316K -$30.6K -1,342 -9%
HI
163
Harbour Investments
Wisconsin
$316K -$7.78K -341 -2%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$312K -$12.5K -548 -4%
LFA
165
Level Financial Advisors
New York
$306K +$6.27K +275 +2%
CIA
166
Concurrent Investment Advisors
Florida
$302K +$296K +12,990 New
WFS
167
WealthGarden F.S.
California
$298K +$91 +4 +0%
FPWM
168
Five Pine Wealth Management
Idaho
$296K +$4.77K +209 +2%
CPP
169
Capasso Planning Partners
South Carolina
$293K +$844 +37 +0.3%
RWP
170
RWA Wealth Partners
Massachusetts
$288K -$128K -5,626 -31%
NA
171
Nottingham Advisors
New York
$285K +$23.2K +1,019 +9%
Comerica Bank
172
Comerica Bank
Texas
$282K +$21.8K +956 +9%
PVI
173
Pine Valley Investments
New Jersey
$280K +$32.1K +1,409 +13%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$277K -$45.8K -2,009 -14%
BEI
175
Benjamin Edwards Inc
Missouri
$275K -$10.9K -479 -4%

SUSC Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2025, worth a combined $964M — up 4% from $927M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 134 added.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Barings, cutting an estimated $19.7M.

  • 257 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2025, down from 263 in Q1 2025.
  • Funds reported $964M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2025 was Barings, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.