We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF
SUSC

250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 61

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

4% more funds holding

Funds holding: 241 → 250 (+9)

2% more capital invested

Capital invested by funds: $854M → $876M (+$21.1M)

0.78% more ownership

Funds ownership: 79.37% → 80.16% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
133
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$12.2M
2
Betterment LLC
Betterment LLC
New York
+$8.29M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$5.46M
4
LPL Financial
LPL Financial
California
+$4.07M
5
Morgan Stanley
Morgan Stanley
New York
+$2.54M

Top Sellers

1
OWA
One Wealth Advisors
California
-$7.5M
2
BlackRock
BlackRock
New York
-$5.42M
3
Ameriprise
Ameriprise
Minnesota
-$3.81M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.91M
5
PBF
Petix & Botte Financial
California
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
176
Wharton Business Group
Pennsylvania
$263K – – –
OAM
177
Occidental Asset Management
California
$259K +$15.2K +671 +6%
Comerica Bank
178
Comerica Bank
Texas
$259K +$22.2K +979 +9%
SDWMA
179
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K – – –
WWA
180
WCG Wealth Advisors
Nevada
$253K -$57.4K -2,538 -19%
RJA
181
Raymond James & Associates
Florida
$252K +$9.94K +439 +4%
MWM
182
Modera Wealth Management
New Jersey
$252K -$96K -4,243 -28%
FHA
183
First Horizon Advisors
Tennessee
$250K +$2.1K +93 +0.9%
William Blair & Company
184
William Blair & Company
Illinois
$235K -$2.63K -116 -1%
WA
185
WBH Advisory
Maryland
$234K +$233K +10,313 New
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$233K +$37K +1,637 +19%
WF
187
Williams Financial
Vermont
$231K -$10.2K -450 -4%
VW
188
Veridan Wealth
Oregon
$231K +$225K +9,940 New
TF
189
Theory Financial
Colorado
$230K -$16.9K -748 -7%
RW
190
Rockport Wealth
Ohio
$230K – – –
TWC
191
TD Waterhouse Canada
Ontario, Canada
$229K +$46K +2,031 +25%
CFD
192
Creative Financial Designs
Indiana
$226K +$10.2K +450 +5%
KWM
193
Kingsview Wealth Management
Oregon
$220K +$219K +9,696 New
NP
194
NorthRock Partners
Minnesota
$220K -$515K -22,770 -70%
SWM
195
Sagace Wealth Management
Florida
$219K +$216K +9,534 New
KAS
196
Kestra Advisory Services
Texas
$211K +$210K +9,273 New
SWM
197
Sugarloaf Wealth Management
Georgia
$207K – – –
BIA
198
Bigelow Investment Advisors
Maine
$203K -$2.9K -128 -1%
CC
199
Copperleaf Capital
North Carolina
$202K +$202K +8,909 New
JWA
200
JFS Wealth Advisors
Pennsylvania
$200K +$13.8K +611 +7%
6 7
8
9 10

SUSC Hedge Fund Activity: Q2 2024 in Review

250 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2024, worth a combined $876M — up 2.5% from $854M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUSC positions and 20 closed out — a net gain of 12 holders — while 133 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.2M. The largest seller was One Wealth Advisors, exiting entirely with an estimated $7.5M sold.

  • 250 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2024, up from 241 in Q1 2024.
  • Funds reported $876M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2024, up 2.5% quarter-over-quarter.
  • 32 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $12.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2024 was One Wealth Advisors, an estimated $7.5M sold.

Based on aggregated 13F filings for Q2 2024.