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iShares ESG Aware USD Corporate Bond ETF
SUSC

196 hedge funds and large institutions have $746M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 38

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $573M → $746M (+$174M)

8% more funds holding

Funds holding: 182 → 196 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.34% less ownership

Funds ownership: 70.77% → 70.43% (-0.34%)

Holders
196
Holders Change
+14
Holders Change %
+7.69%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
107
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.5M
2
SC
Savant Capital
Illinois
+$14.9M
3
BlackRock
BlackRock
New York
+$11.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.78M
5
SWG
Summit Wealth Group
Vermont
+$8.27M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$10.7M
2
Wells Fargo
Wells Fargo
California
-$2.22M
3
Jane Street
Jane Street
New York
-$1.32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.26M
5
LRWA
Long Run Wealth Advisors
New York
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
201
My Legacy Advisors
Oregon
– -$290K -12,492 Closed
FLA
202
Financial Life Advisors
Texas
– -$242K -10,848 Closed
SI
203
SimpliFi Inc
California
– -$221K -9,899 Closed
BFA
204
Bragg Financial Advisors
North Carolina
– -$219K -9,825 Closed
MA
205
Mutual Advisors
Nebraska
– -$215K -9,657 Closed
PA
206
Parallel Advisors
California
– -$83.3K -3,734 Closed
LFA
207
LGT Financial Advisors
Texas
– -$78.4K -3,515 Closed
FMII
208
Farmers & Merchants Investments Inc
Nebraska
– -$20.4K -914 Closed
PIMG
209
Patriot Investment Management Group
Tennessee
– -$21.2K -913 Closed
BWM
210
Baystate Wealth Management
Massachusetts
– -$18K -797 Closed
IGWM
211
ICA Group Wealth Management
Colorado
– -$5.02K -225 Closed
MCC
212
Money Concepts Capital
Florida
– -$2.36K -106 Closed
TIM
213
Tortoise Investment Management
New York
– -$1.67K -75 Closed
5 6 7 8
9

SUSC Hedge Fund Activity: Q1 2023 in Review

196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2023, worth a combined $746M — up 30% from $573M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SUSC positions and 16 closed out — a net gain of 19 holders — while 107 added to existing stakes and 38 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $76.5M. The largest seller was Ameriprise, cutting an estimated $10.7M.

  • 196 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2023, up from 182 in Q4 2022.
  • Funds reported $746M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2023, up 30% quarter-over-quarter.
  • 35 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2023 and 16 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $76.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2023 was Ameriprise, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2023.