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iShares ESG Aware USD Corporate Bond ETF

263 hedge funds and large institutions have $927M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $922M → $927M (+$5.06M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 82.74%81.98% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

3% less funds holding

Funds holding: 271263 (-8)

Holders
263
Holders Change
-8
Holders Change %
-2.95%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
100
Reduced
105
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSWS
176
Higgins & Schmidt Wealth Strategies
Colorado
$284K -$15.7K -685 -5%
BEI
177
Benjamin Edwards Inc
Missouri
$284K +$281K +12,303 New
MLA
178
My Legacy Advisors
Oregon
$282K -$1.37K -60 -0.5%
AI
179
Atria Investments
North Carolina
$276K -$3.13K -137 -1%
CA
180
Claro Advisors
Massachusetts
$276K -$9.72K -425 -3%
LLWM
181
Life Line Wealth Management
California
$267K -$20.8K -909 -7%
AFTS
182
American Financial & Tax Strategies
New York
$265K -$24.3K -1,063 -8%
MWM
183
Modera Wealth Management
New Jersey
$265K +$847 +37 +0.3%
CAL
184
Capital Analysts LLC
Pennsylvania
$262K +$55.1K +2,410 +27%
NA
185
Nottingham Advisors
New York
$259K -$52.1K -2,279 -17%
Comerica Bank
186
Comerica Bank
Texas
$258K -$4.19K -183 -2%
FHA
187
First Horizon Advisors
Tennessee
$254K -$12.7K -554 -5%
HFA
188
High Falls Advisors
New York
$253K +$251K +10,986 New
WWA
189
WCG Wealth Advisors
Nevada
$252K -$54.5K -2,384 -18%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$251K +$249K +10,898 New
FF
191
Finley Financial
Nevada
$250K
PVI
192
Pine Valley Investments
New Jersey
$246K +$12.1K +529 +5%
CFD
193
Creative Financial Designs
Indiana
$246K -$4.44K -194 -2%
William Blair & Company
194
William Blair & Company
Illinois
$240K +$503 +22 +0.2%
TF
195
TME Financial
California
$240K -$1.21K -53 -0.5%
MFGM
196
Marshall Financial Group (Maryland)
Maryland
$239K -$24.8K -1,082 -9%
BAAM
197
Baker Avenue Asset Management
California
$235K -$42K -1,836 -15%
RW
198
Rockport Wealth
Ohio
$234K
WBG
199
Wharton Business Group
Pennsylvania
$232K
VW
200
Veridan Wealth
Oregon
$229K -$77.3K -3,378 -25%

SUSC Hedge Fund Activity: Q1 2025 in Review

263 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2025, worth a combined $927M — up 0.55% from $922M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 100 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.61M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $14.5M.

  • 263 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $927M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $5.61M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.