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iShares ESG Aware USD Corporate Bond ETF
SUSC

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 11

137% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 51

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more funds holding

Funds holding: 203 → 240 (+37)

15% more capital invested

Capital invested by funds: $854M → $983M (+$130M)

2.27% more ownership

Funds ownership: 80.19% → 82.46% (+2.3%)

Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.6M
3
B
Barings
North Carolina
+$12.5M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$6.65M
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.49M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$34.7M
2
SC
Savant Capital
Illinois
-$7.19M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.69M
4
BlackRock
BlackRock
New York
-$3.22M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
176
Maia Wealth
Colorado
$241K +$229K +10,375 New
EWA
177
ERTS Wealth Advisors
Michigan
$239K +$227K +10,282 New
HPM
178
Hoxton Planning & Management
West Virginia
$239K +$227K +10,254 New
TSS
179
Two Sigma Securities
New York
$238K +$226K +10,241 New
TWP
180
Tempus Wealth Planning
California
$230K -$73.8K -3,339 -25%
OAM
181
Occidental Asset Management
California
$229K +$11.7K +530 +6%
GWP
182
Gateway Wealth Partners
Wisconsin
$229K +$217K +9,820 New
WF
183
Williams Financial
Vermont
$228K – – –
G
184
GenTrust
Florida
$227K +$597 +27 +0.3%
TCA
185
Transcend Capital Advisors
New Jersey
$225K +$213K +9,652 New
JC
186
JB Capital
Connecticut
$221K +$210K +9,507 New
MLA
187
My Legacy Advisors
Oregon
$217K +$207K +9,369 New
BFA
188
Bragg Financial Advisors
North Carolina
$215K +$204K +9,230 New
AWM
189
Apollon Wealth Management
South Carolina
$213K +$202K +9,142 New
MA
190
Mutual Advisors
Nebraska
$209K +$199K +9,001 New
CFD
191
Creative Financial Designs
Indiana
$206K +$12.5K +567 +7%
BIA
192
Bigelow Investment Advisors
Maine
$205K -$32.6K -1,477 -14%
FHA
193
First Horizon Advisors
Tennessee
$204K -$6.21K -281 -3%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$188K +$51.1K +2,313 +40%
Comerica Bank
195
Comerica Bank
Texas
$185K +$28.2K +1,276 +19%
SWM
196
Spire Wealth Management
Virginia
$184K +$97.9K +4,431 +124%
PS
197
Principal Securities
Iowa
$177K +$168K +7,601 New
JWA
198
JFS Wealth Advisors
Pennsylvania
$162K +$154K +6,953 New
SWM
199
Sugarloaf Wealth Management
Georgia
$152K – – –
BFEC
200
Benjamin F. Edwards & Company
Missouri
$150K +$641 +29 +0.5%
6 7
8
9 10

SUSC Hedge Fund Activity: Q4 2023 in Review

240 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2023, worth a combined $983M — up 15% from $854M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SUSC positions and 11 closed out — a net gain of 39 holders — while 121 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was Ameriprise, cutting an estimated $34.7M.

  • 240 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $983M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2023 and 11 closed out, a net change of +39 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2023 was Ameriprise, an estimated $34.7M sold.

Based on aggregated 13F filings for Q4 2023.