SUSC icon

iShares ESG Aware USD Corporate Bond ETF
SUSC

Overview Fund Activity

241 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 140 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
140
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$181M
2
B
Barings
North Carolina
$24.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$47.3M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$60.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$48.7M
2
Morgan Stanley
Morgan Stanley
New York
$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.91M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$22.8M
5
FGAM
Financial Gravity Asset Management
Texas
$110K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
201
TD Waterhouse Canada
Ontario, Canada
$185K +$185K +8,146 New
PS
202
Principal Securities
Iowa
$175K – – –
BFEC
203
Benjamin F. Edwards & Company
Missouri
$150K +$1.24K +54 +0.8%
CAL
204
Capital Analysts LLC
Pennsylvania
$141K +$26.4K +1,144 +23%
FGAM
205
Financial Gravity Asset Management
Texas
$110K -$6.81M -293,801 -98%
AIM
206
Acropolis Investment Management
Missouri
$104K +$104K +4,535 New
MBFW
207
Morton Brown Family Wealth
Pennsylvania
$98.7K +$35.9K +1,560 +57%
OLVIG
208
Oliver Lagore Vanvalin Investment Group
Michigan
$81.1K +$12.4K +540 +18%
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$74.3K – – –
MIA
210
Milestone Investment Advisors
Wisconsin
$69K – – –
LFA
211
LGT Financial Advisors
Texas
$61.9K +$437 +19 +0.7%
GRP
212
Global Retirement Partners
California
$52.1K – – –
GWSG
213
GPS Wealth Strategies Group
Colorado
$47K – – –
AIC
214
Archer Investment Corporation
Indiana
$46.3K – – –
CB
215
Centennial Bank
Arkansas
$41.4K – – –
US Bancorp
216
US Bancorp
Minnesota
$38.6K -$11.8K -512 -23%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$34.8K -$5.24M -227,565 -99%
CA
218
CoreCap Advisors
Michigan
$33.6K +$33.6K +1,460 New
KFP
219
Keener Financial Planning
Texas
$25K +$10.2K +439 +69%
NSIM
220
North Star Investment Management
Illinois
$22.9K +$161 +7 +0.7%
APC
221
Aspire Private Capital
North Carolina
$21.4K +$2.94K +128 +16%
BSB
222
Bangor Savings Bank
Maine
$20.5K – – –
CA
223
Crewe Advisors
Utah
$18.1K +$8.23K +358 +83%
GFPC
224
Global Financial Private Client
Florida
$15.1K +$3.5K +154 +30%
AF
225
Advisornet Financial
Minnesota
$15.1K +$989 +43 +7%
7 8
9
10 11