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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
SWA
201
Sax Wealth Advisors
New Jersey
$218K
CIAS
202
CFS Investment Advisory Services
New Jersey
$217K -$4.35K -190 -2%
JWA
203
JFS Wealth Advisors
Pennsylvania
$216K -$3.75K -164 -2%
P
204
&Partners
Tennessee
$216K +$173K +7,546 New
AWM
205
AE Wealth Management
Kansas
$214K -$40.1K -1,751 -16%
WT
206
Whittier Trust
California
$213K +$85.6K +3,740 +68%
HH
207
Hilltop Holdings
Texas
$212K
KWM
208
Kingsview Wealth Management
Oregon
$206K
SA
209
Sovran Advisors
California
$203K +$205K +8,965 New
HP
210
Hilltop Partners
Indiana
$203K +$201K +8,786 New
CC
211
Copperleaf Capital
North Carolina
$202K -$12.5K -545 -6%
GWP
212
Gateway Wealth Partners
Wisconsin
$200K +$199K +8,686 New
KFP
213
Keener Financial Planning
Texas
$199K +$16.2K +710 +9%
DJSG
214
D.J. St. Germain
Massachusetts
$196K
PS
215
Principal Securities
Iowa
$166K
MBFW
216
Morton Brown Family Wealth
Pennsylvania
$160K +$3.46K +151 +2%
MCA
217
Midwest Capital Advisors
Michigan
$152K
FGAM
218
Financial Gravity Asset Management
Texas
$144K +$142K +6,223 New
HHGA
219
Halbert Hargrove Global Advisors
California
$141K -$859K -37,540 -86%
BlackRock
220
BlackRock
New York
$123K +$389 +17 +0.3%
MCM
221
MAI Capital Management
Ohio
$100K +$3.18K +139 +3%
Citigroup
222
Citigroup
New York
$96.3K -$63.8K -2,788 -40%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$79.2K -$120K -5,252 -60%
IA
224
IFP Advisors
Florida
$76.1K +$60.4K +2,641 +401%
GWSG
225
GPS Wealth Strategies Group
Colorado
$75.4K +$206 +9 +0.3%

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.