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iShares ESG Aware USD Corporate Bond ETF
SUSC

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $797M → $854M (+$56.7M)

2.27% more ownership

Funds ownership: 77.92% → 80.19% (+2.3%)

0% more funds holding

Funds holding: 202 → 203 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$83.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$21.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.34M
5
FGAM
Financial Gravity Asset Management
Texas
+$6.15M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.7M
3
Jane Street
Jane Street
New York
-$9.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.12M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
201
Barrett & Company
Rhode Island
$1.26K – – –
CPG
202
Cornerstone Planning Group
New Jersey
$1.24K -$1.32K -59 -51%
RWM
203
Ruedi Wealth Management
Illinois
$629 +$89 +4 +16%
RG
204
Rathbones Group
United Kingdom
– -$505K -22,200 Closed
TCMP
205
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$231K -10,157 Closed
HPM
206
Hoxton Planning & Management
West Virginia
– -$230K -10,100 Closed
CPP
207
Capasso Planning Partners
South Carolina
– -$222K -9,766 Closed
USCWA
208
U.S. Capital Wealth Advisors
Texas
– -$219K -9,629 Closed
JC
209
JB Capital
Connecticut
– -$205K -8,998 Closed
MPW
210
MA Private Wealth
California
– -$204K -8,990 Closed
IA
211
IFP Advisors
Florida
– -$204K -8,986 Closed
FCA
212
FinTrust Capital Advisors
South Carolina
– -$38.8K -1,740 Closed
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
– -$34.4K -1,512 Closed
US Bancorp
214
US Bancorp
Minnesota
– -$12.9K -566 Closed
FA
215
Fiduciary Alliance
South Carolina
– -$8.66K -381 Closed
CWA
216
Clearview Wealth Advisors
Oregon
– -$5.98K -263 Closed
IGWM
217
ICA Group Wealth Management
Colorado
– -$5.12K -225 Closed
MWM
218
Mascoma Wealth Management
New Hampshire
– -$2.24K -100 Closed
RDFA
219
Ritter Daniher Financial Advisory
Ohio
– -$228 -10 Closed
VAG
220
VisionPoint Advisory Group
Texas
– -$23 -1 Closed
5 6 7 8
9

SUSC Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2023, worth a combined $854M — up 7.1% from $797M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSC positions and 17 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Ameriprise, adding an estimated $83.1M. The largest seller was Envestnet Asset Management, cutting an estimated $66M.

  • 203 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $854M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 19 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2023 and 17 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $83.1M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2023.