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iShares ESG Aware USD Corporate Bond ETF
SUSC

202 hedge funds and large institutions have $797M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 59

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

7.49% more ownership

Funds ownership: 70.43% → 77.92% (+7.5%)

7% more capital invested

Capital invested by funds: $746M → $797M (+$50.6M)

3% more funds holding

Funds holding: 196 → 202 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
97
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$20M
2
Jane Street
Jane Street
New York
+$9.75M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$4.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.6M
5
BlackRock
BlackRock
New York
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
SWG
Summit Wealth Group
Vermont
-$7.36M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.93M
3
CFGS
Concourse Financial Group Securities
Alabama
-$1.39M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.08M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$986K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
176
LGT Financial Advisors
Texas
$29.5K +$29.6K +1,298 New
NSIM
177
North Star Investment Management
Illinois
$21.9K +$12K +525 +120%
BSB
178
Bangor Savings Bank
Maine
$21.1K – – –
CCP
179
Carmel Capital Partners
California
$19.1K – – –
APC
180
Aspire Private Capital
North Carolina
$17.2K – – –
RA
181
Rise Advisors
New York
$14.3K +$137 +6 +1%
FCG
182
Financial Connections Group
California
$13K +$114 +5 +0.9%
AF
183
Advisornet Financial
Minnesota
$13K +$68 +3 +0.5%
US Bancorp
184
US Bancorp
Minnesota
$12.9K -$3.12K -137 -19%
GFPC
185
Global Financial Private Client
Florida
$11.7K +$6.81K +299 +138%
CA
186
Crewe Advisors
Utah
$9.57K – – –
BCM
187
Bourgeon Capital Management
Connecticut
$9.44K +$9.45K +415 New
FA
188
Fiduciary Alliance
South Carolina
$8.66K +$8.68K +381 New
CB
189
Community Bank
New York
$8.52K – – –
ACA
190
Aptus Capital Advisors
Alabama
$8.44K -$31.4K -1,378 -79%
SWM
191
Spire Wealth Management
Virginia
$7.75K +$1.87K +82 +32%
CWA
192
Clearview Wealth Advisors
Oregon
$5.98K -$7.86K -345 -57%
IGWM
193
ICA Group Wealth Management
Colorado
$5.12K +$5.12K +225 New
FWP
194
FAS Wealth Partners
Kansas
$4.32K -$660 -29 -13%
CPG
195
Cornerstone Planning Group
New Jersey
$2.64K +$2.64K +116 New
MWM
196
Mascoma Wealth Management
New Hampshire
$2.24K -$205K -9,000 -99%
BWL
197
Bogart Wealth LLC
Virginia
$2.19K – – –
BC
198
Barrett & Company
Rhode Island
$1.32K – – –
RWM
199
Ruedi Wealth Management
Illinois
$558 – – –
FGAM
200
Financial Gravity Asset Management
Texas
$443 +$28.4K +1,245 +7%
5 6 7
8
9

SUSC Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2023, worth a combined $797M — up 6.8% from $746M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUSC positions and 13 closed out — a net gain of 7 holders — while 97 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20M. The largest seller was Summit Wealth Group, cutting an estimated $7.36M.

  • 202 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2023, up from 196 in Q1 2023.
  • Funds reported $797M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2023, up 6.8% quarter-over-quarter.
  • 20 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2023 and 13 closed out, a net change of +7 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $20M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2023 was Summit Wealth Group, an estimated $7.36M sold.

Based on aggregated 13F filings for Q2 2023.