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iShares ESG Aware USD Corporate Bond ETF
SUSC

4 hedge funds and large institutions have $3.33M invested in iShares ESG Aware USD Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

63% more capital invested

Capital invested by funds: $2.05M → $3.33M (+$1.29M)

33% more funds holding

Funds holding: 3 → 4 (+1)

12.57% more ownership

Funds ownership: 20.18% → 32.75% (+13%)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.08M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$60.2K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.5K

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.1M +$3.08M +121,269 +25,968%
LFA
2
Legacy Financial Advisors
Kentucky
$155K +$155K +6,117 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$67K +$60.2K +2,374 +957%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14K +$13.5K +531 New
SG Americas Securities
5
SG Americas Securities
New York
– -$2.03M -80,000 Closed

SUSC Hedge Fund Activity: Q4 2017 in Review

4 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2017, worth a combined $3.33M — up 63% from $2.05M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SUSC positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, adding an estimated $3.08M. The largest seller was SG Americas Securities, exiting entirely with an estimated $2.03M sold.

  • 4 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2017, up from 3 in Q3 2017.
  • Funds reported $3.33M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2017, up 63% quarter-over-quarter.
  • 2 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2017 and 1 closed out, a net change of +1 holder.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2017 was Bank of America, an estimated $3.08M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2017 was SG Americas Securities, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2017.