We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF
SUSC

267 hedge funds and large institutions have $1.07B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 157 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 50

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more capital invested

Capital invested by funds: $964M → $1.07B (+$107M)

4% more funds holding

Funds holding: 257 → 267 (+10)

2.49% more ownership

Funds ownership: 82.55% → 85.03% (+2.5%)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
157
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.6M
2
LPL Financial
LPL Financial
California
+$11.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$11.5M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.36M
5
SG
Stanich Group
New York
+$5.49M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$5.9M
2
Ameriprise
Ameriprise
Minnesota
-$2.85M
3
MMA
Miracle Mile Advisors
California
-$1.94M
4
MA
Mutual Advisors
Nebraska
-$1.13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
LLWM
201
Life Line Wealth Management
California
$232K -$21.6K -929 -9%
TF
202
TME Financial
California
$219K -$14.8K -634 -6%
LFA
203
Level Financial Advisors
New York
$218K -$91.5K -3,930 -30%
WT
204
Whittier Trust
California
$218K +$443 +19 +0.2%
HFA
205
High Falls Advisors
New York
$214K +$211K +9,068 New
TLFA
206
True Link Financial Advisors
California
$211K +$209K +8,972 New
WWM
207
Western Wealth Management
Colorado
$210K +$208K +8,926 New
HHGA
208
Halbert Hargrove Global Advisors
California
$209K +$64.4K +2,764 +45%
VBFP
209
Valtinson Bruner Financial Planning
Minnesota
$209K +$206K +8,856 New
CWM
210
Centurion Wealth Management
Virginia
$208K +$206K +8,831 New
ATPW
211
Ashton Thomas Private Wealth
Arizona
$208K +$205K +8,819 New
KWM
212
Kingsview Wealth Management
Oregon
$207K -$2.28K -98 -1%
TCA
213
Transcend Capital Advisors
New Jersey
$206K +$204K +8,746 New
KIM
214
Kestra Investment Management
Texas
$205K +$203K +8,698 New
MNA
215
Manning & Napier Advisors
New York
$176K +$174K +7,456 New
MBFW
216
Morton Brown Family Wealth
Pennsylvania
$168K +$443 +19 +0.3%
PS
217
Principal Securities
Iowa
$160K – – –
MCA
218
Midwest Capital Advisors
Michigan
$158K +$1.7K +73 +1%
SC
219
SouthState Corp
Florida
$154K +$152K +6,545 New
EB
220
Eastern Bank
Massachusetts
$149K -$32.4K -1,392 -18%
BlackRock
221
BlackRock
New York
$145K +$419 +18 +0.3%
FW
222
Fairway Wealth
Ohio
$145K +$143K +6,160 New
FGAM
223
Financial Gravity Asset Management
Texas
$123K +$122K +5,228 New
MCM
224
MAI Capital Management
Ohio
$120K +$12.6K +540 +12%
GFWA
225
Grey Fox Wealth Advisors
Delaware
$119K +$118K +5,067 New
7 8
9
10 11

SUSC Hedge Fund Activity: Q3 2025 in Review

267 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2025, worth a combined $1.07B — up 11% from $964M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SUSC positions and 16 closed out — a net gain of 17 holders — while 157 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.6M. The largest seller was Fisher Asset Management, cutting an estimated $5.9M.

  • 267 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2025, up from 257 in Q2 2025.
  • Funds reported $1.07B of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 33 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2025 and 16 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $25.6M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2025 was Fisher Asset Management, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2025.