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iShares ESG Aware USD Corporate Bond ETF
SUSC

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $797M → $854M (+$56.7M)

2.27% more ownership

Funds ownership: 77.92% → 80.19% (+2.3%)

0% more funds holding

Funds holding: 202 → 203 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$83.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$21.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.34M
5
FGAM
Financial Gravity Asset Management
Texas
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.7M
3
Jane Street
Jane Street
New York
-$9.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
176
Morton Brown Family Wealth
Pennsylvania
$57.9K +$4.64K +208 +8%
OLVIG
177
Oliver Lagore Vanvalin Investment Group
Michigan
$57.7K -$3.23K -145 -5%
LFA
178
LGT Financial Advisors
Texas
$57.4K +$29.9K +1,340 +103%
GRP
179
Global Retirement Partners
California
$51.2K – – –
GWSG
180
GPS Wealth Strategies Group
Colorado
$44.5K – – –
AIC
181
Archer Investment Corporation
Indiana
$43.9K – – –
Legacy Financial Group (Iowa)
182
Legacy Financial Group (Iowa)
Iowa
$41.7K +$42.7K +1,915 New
OP
183
ORG Partners
Indiana
$36.6K -$10.6K -474 -22%
NSIM
184
North Star Investment Management
Illinois
$21.2K +$223 +10 +1%
BSB
185
Bangor Savings Bank
Maine
$20.2K – – –
CCP
186
Carmel Capital Partners
California
$18.3K – – –
APC
187
Aspire Private Capital
North Carolina
$15.1K -$1.41K -63 -8%
RA
188
Rise Advisors
New York
$13.8K +$134 +6 +1%
AF
189
Advisornet Financial
Minnesota
$13.3K +$915 +41 +7%
FCG
190
Financial Connections Group
California
$12K +$89 +4 +0.7%
BCM
191
Bourgeon Capital Management
Connecticut
$11.6K +$2.68K +120 +29%
GFPC
192
Global Financial Private Client
Florida
$11.1K – – –
CA
193
Crewe Advisors
Utah
$9.38K +$223 +10 +2%
AGWCA
194
Annis Gardner Whiting Capital Advisors
Florida
$8.18K +$8.39K +376 New
CB
195
Community Bank
New York
$8.16K – – –
ACA
196
Aptus Capital Advisors
Alabama
$8.07K – – –
FWP
197
FAS Wealth Partners
Kansas
$4.17K +$45 +2 +1%
BWS
198
Buck Wealth Strategies
Colorado
$2.87K +$2.94K +132 New
DJSG
199
D.J. St. Germain
Massachusetts
$2.24K +$2.3K +103 New
BWL
200
Bogart Wealth LLC
Virginia
$2.11K +$22 +1 +1%
5 6 7
8
9

SUSC Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2023, worth a combined $854M — up 7.1% from $797M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSC positions and 17 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.1M. The largest seller was Envestnet Asset Management, cutting an estimated $66M.

  • 203 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $854M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 19 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2023 and 17 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $83.1M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2023.