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iShares ESG Aware USD Corporate Bond ETF
SUSC

196 hedge funds and large institutions have $746M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 38

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $573M → $746M (+$174M)

8% more funds holding

Funds holding: 182 → 196 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.34% less ownership

Funds ownership: 70.77% → 70.43% (-0.34%)

Holders
196
Holders Change
+14
Holders Change %
+7.69%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
107
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.5M
2
SC
Savant Capital
Illinois
+$14.9M
3
BlackRock
BlackRock
New York
+$11.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.78M
5
SWG
Summit Wealth Group
Vermont
+$8.27M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$10.7M
2
Wells Fargo
Wells Fargo
California
-$2.22M
3
Jane Street
Jane Street
New York
-$1.32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.26M
5
LRWA
Long Run Wealth Advisors
New York
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
176
Carmel Capital Partners
California
$19.3K +$19.2K +840 New
APC
177
Aspire Private Capital
North Carolina
$17.4K +$5.48K +240 +46%
SWG
178
Summit Wealth Group
Vermont
$17K +$8.27M +362,597 +1,907%
US Bancorp
179
US Bancorp
Minnesota
$16.2K +$16K +703 New
RA
180
Rise Advisors
New York
$14.3K +$91 +4 +0.6%
CWA
181
Clearview Wealth Advisors
Oregon
$14K +$5.34K +234 +63%
AF
182
Advisornet Financial
Minnesota
$13.1K -$161K -7,036 -93%
FCG
183
Financial Connections Group
California
$13K +$228 +10 +2%
NSIM
184
North Star Investment Management
Illinois
$10.1K +$46 +2 +0.5%
CA
185
Crewe Advisors
Utah
$9.69K – – –
TWM
186
Tradition Wealth Management
Minnesota
$9K +$8.79K +385 New
CB
187
Community Bank
New York
$8.63K +$8.56K +375 New
SWM
188
Spire Wealth Management
Virginia
$5.96K +$5.91K +259 New
FWP
189
FAS Wealth Partners
Kansas
$5.04K -$1.07K -47 -18%
GFPC
190
Global Financial Private Client
Florida
$5.01K – – –
BWM
191
BerganKDV Wealth Management
Minnesota
$4.7K +$4.66K +204 New
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$2.57K +$158K +6,924 +7%
BWL
193
Bogart Wealth LLC
Virginia
$2.2K +$23 +1 +1%
BC
194
Barrett & Company
Rhode Island
$1.33K – – –
RWM
195
Ruedi Wealth Management
Illinois
$564 +$570 +25 New
FGAM
196
Financial Gravity Asset Management
Texas
$417 +$417K +18,254 New
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$69 -$8.1K -355 -99%
KAS
198
Kestra Advisory Services
Texas
– -$1.13M -50,729 Closed
OMC
199
Old Mission Capital
Illinois
– -$340K -15,239 Closed
BFM
200
Boston Financial Management
Massachusetts
– -$304K -13,634 Closed
5 6 7
8
9

SUSC Hedge Fund Activity: Q1 2023 in Review

196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2023, worth a combined $746M — up 30% from $573M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SUSC positions and 16 closed out — a net gain of 19 holders — while 107 added to existing stakes and 38 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $76.5M. The largest seller was Ameriprise, cutting an estimated $10.7M.

  • 196 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2023, up from 182 in Q4 2022.
  • Funds reported $746M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2023, up 30% quarter-over-quarter.
  • 35 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2023 and 16 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $76.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2023 was Ameriprise, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2023.