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iShares ESG Aware USD Corporate Bond ETF
SUSC

182 hedge funds and large institutions have $573M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

7% more funds holding

Funds holding: 170 → 182 (+12)

1.44% more ownership

Funds ownership: 69.34% → 70.77% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less capital invested

Capital invested by funds: $644M → $573M (-$71.2M)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
72
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.26M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.83M
3
OWA
One Wealth Advisors
California
+$2.5M
4
ASN
Advisory Services Network
Georgia
+$2.26M
5
CAN
Cetera Advisor Networks
California
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$73M
2
Jane Street
Jane Street
New York
-$16.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$8.12M
5
OMC
Old Mission Capital
Illinois
-$5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
176
Global Financial Private Client
Florida
$4.84K – – –
MCC
177
Money Concepts Capital
Florida
$2.36K +$2.34K +106 New
MWM
178
Mascoma Wealth Management
New Hampshire
$2.23K – – –
BWL
179
Bogart Wealth LLC
Virginia
$2.12K – – –
TIM
180
Tortoise Investment Management
New York
$1.67K – – –
BC
181
Barrett & Company
Rhode Island
$1.29K – – –
HI
182
Harbour Investments
Wisconsin
$981 -$164K -7,425 -99%
BC
183
Burleson & Co
California
$780 +$774 +35 New
AWM
184
Axxcess Wealth Management
California
– -$610K -28,014 Closed
BIA
185
Bigelow Investment Advisors
Maine
– -$378K -17,338 Closed
KPWS
186
Kestra Private Wealth Services
Texas
– -$333K -15,268 Closed
SB
187
Strategic Blueprint
Georgia
– -$312K -14,330 Closed
GW
188
GW & Wade
Massachusetts
– -$256K -11,764 Closed
AAS
189
Ameritas Advisory Services
Nebraska
– -$251K -11,510 Closed
MSWMA
190
Market Street Wealth Management Advisors
Indiana
– -$241K -11,056 Closed
SWM
191
Selective Wealth Management
Virginia
– -$132K -6,039 Closed
QC
192
Quent Capital
New York
– -$108K -4,959 Closed
FA
193
Flagstar Advisors
New York
– -$89.6K -4,113 Closed
ACM
194
Absolute Capital Management
Pennsylvania
– -$23.9K -1,099 Closed
WIM
195
Westside Investment Management
California
– -$23.2K -1,060 Closed
MAM
196
Meeder Asset Management
Ohio
– -$12K -560 Closed
PMFA
197
Plante Moran Financial Advisors
Michigan
– -$8K -366 Closed
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
– -$7K -333 Closed
SWM
199
Spire Wealth Management
Virginia
– -$5K -216 Closed
EIP
200
Ellis Investment Partners
Pennsylvania
– -$4K -211 Closed
4 5 6 7
8

SUSC Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2022, worth a combined $573M — down 11% from $644M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SUSC positions and 17 closed out — a net gain of 14 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.26M. The largest seller was Ameriprise, cutting an estimated $73M.

  • 182 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2022, up from 170 in Q3 2022.
  • Funds reported $573M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2022, down 11% quarter-over-quarter.
  • 31 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2022 and 17 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2022 was Morgan Stanley, an estimated $5.26M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2022 was Ameriprise, an estimated $73M sold.

Based on aggregated 13F filings for Q4 2022.