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iShares ESG Aware USD Corporate Bond ETF

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: 263257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
201
Creative Financial Designs
Indiana
$215K -$32.3K -1,415 -13%
WT
202
Whittier Trust
California
$215K
KWM
203
Kingsview Wealth Management
Oregon
$207K -$981 -43 -0.5%
CC
204
Copperleaf Capital
North Carolina
$203K
KFP
205
Keener Financial Planning
Texas
$201K +$753 +33 +0.4%
EB
206
Eastern Bank
Massachusetts
$179K -$915K -40,115 -84%
MBFW
207
Morton Brown Family Wealth
Pennsylvania
$165K +$3.51K +154 +2%
PS
208
Principal Securities
Iowa
$158K -$11.4K -500 -7%
MCA
209
Midwest Capital Advisors
Michigan
$154K
BlackRock
210
BlackRock
New York
$143K +$18.5K +811 +15%
HHGA
211
Halbert Hargrove Global Advisors
California
$142K
FGC
212
Financial Gravity Companies
Texas
$124K +$121K +5,322 New
GRP
213
Global Retirement Partners
California
$106K +$104K +4,576 New
MCM
214
MAI Capital Management
Ohio
$105K +$4.06K +178 +4%
AAS
215
Ameritas Advisory Services
Nebraska
$97.1K +$95.3K +4,178 New
Citigroup
216
Citigroup
New York
$89.8K -$7.16K -314 -8%
TPWA
217
Twin Peaks Wealth Advisors
California
$86.3K +$84.6K +3,711 New
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$80.4K +$547 +24 +0.7%
DJSG
219
D.J. St. Germain
Massachusetts
$77.7K -$117K -5,133 -61%
GWSG
220
GPS Wealth Strategies Group
Colorado
$76.2K +$297 +13 +0.4%
MYIA
221
Mount Yale Investment Advisors
Colorado
$72.2K +$70.9K +3,110 New
MIA
222
Milestone Investment Advisors
Wisconsin
$69.7K
ACA
223
Aptus Capital Advisors
Alabama
$67.5K +$4.9K +215 +8%
OLVIG
224
Oliver Lagore Vanvalin Investment Group
Michigan
$63.3K +$62.6K +2,745 New
GWANC
225
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.7K +$4.9K +215 +9%

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.