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iShares ESG Aware USD Corporate Bond ETF
SUSC

257 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 74

4% more capital invested

Capital invested by funds: $927M → $964M (+$37.2M)

0.57% more ownership

Funds ownership: 81.98% → 82.55% (+0.57%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 263 → 257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
257
Holders Change
-6
Holders Change %
-2.28%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
134
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.2M
2
LPL Financial
LPL Financial
California
+$11.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$9.73M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.78M
5
Betterment LLC
Betterment LLC
New York
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$19.7M
2
AWS
Atria Wealth Solutions
New York
-$3.93M
3
Morgan Stanley
Morgan Stanley
New York
-$3.93M
4
SG
Stanich Group
New York
-$3.49M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
Modera Wealth Management
New Jersey
$267K – – –
MIM
177
Macroview Investment Management
Maryland
$267K +$262K +11,491 New
AWM
178
AE Wealth Management
Kansas
$262K +$46.1K +2,023 +22%
SB
179
Strategic Blueprint
Georgia
$259K -$83.2K -3,647 -25%
MFGM
180
Marshall Financial Group (Maryland)
Maryland
$253K +$13.8K +605 +6%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$252K -$1K -44 -0.4%
FF
182
Finley Financial
Nevada
$252K – – –
RIS
183
Retirement Income Solutions
Michigan
$252K -$89.1K -3,906 -26%
LLWM
184
Life Line Wealth Management
California
$251K -$18.3K -803 -7%
TWCA
185
Two West Capital Advisors
Kansas
$245K +$242K +10,588 New
William Blair & Company
186
William Blair & Company
Illinois
$243K +$935 +41 +0.4%
MLA
187
My Legacy Advisors
Oregon
$243K -$38.7K -1,698 -14%
JWA
188
JFS Wealth Advisors
Pennsylvania
$237K +$19.1K +838 +9%
RW
189
Rockport Wealth
Ohio
$235K – – –
CIAS
190
CFS Investment Advisory Services
New Jersey
$234K +$14.8K +647 +7%
WBG
191
Wharton Business Group
Pennsylvania
$233K – – –
TF
192
TME Financial
California
$231K -$11K -482 -5%
SWA
193
Sax Wealth Advisors
New Jersey
$230K +$10.3K +450 +5%
EPW
194
Endeavor Private Wealth
Kansas
$224K +$220K +9,638 New
AWM
195
Axxcess Wealth Management
California
$223K +$219K +9,584 New
BAAM
196
Baker Avenue Asset Management
California
$223K -$13.5K -591 -6%
CAAS
197
Capital Asset Advisory Services
Michigan
$222K +$219K +9,584 New
PAG
198
Private Advisor Group
New Jersey
$220K +$216K +9,454 New
GWP
199
Gateway Wealth Partners
Wisconsin
$217K +$14.8K +649 +7%
WA
200
WBH Advisory
Maryland
$215K +$211K +9,264 New
6 7
8
9 10

SUSC Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2025, worth a combined $964M — up 4% from $927M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 134 added.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Barings, cutting an estimated $19.7M.

  • 257 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2025, down from 263 in Q1 2025.
  • Funds reported $964M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2025 was Barings, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.