iShares ESG Aware USD Corporate Bond ETF
SUSC
7 hedge funds and large institutions have $5.65M invested in iShares ESG Aware USD Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, reducing their positions, and 0 closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
69% more capital invested
Capital invested by funds: $3.33M → $5.65M (+$2.31M)
13.16% more ownership
Funds ownership: 32.75% → 45.91% (+13%)
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$730K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$600K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$538K |
| 4 |
Jane Street
New York
|
+$464K |
| 5 |
CJA
C-J Advisory
San Jose,
California
|
+$75.2K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $3.59M | +$600K | +24,139 | +20% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $788K | +$730K | +29,356 | +1,120% |
|
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $524K | +$538K | +21,648 | New |
|
|
4
Jane Street
New York
| $460K | +$464K | +18,674 | New |
|
|
LFA
5
Legacy Financial Advisors
Covington,
Kentucky
| $157K | +$6.42K | +258 | +4% |
|
|
CJA
6
C-J Advisory
San Jose,
California
| $75K | +$75.2K | +3,023 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $49K | +$35.8K | +1,440 | +271% |
|
SUSC Hedge Fund Activity: Q1 2018 in Review
7 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2018, worth a combined $5.65M — up 69% from $3.33M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SUSC positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $730K.
- 7 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2018, up from 4 in Q4 2017.
- Funds reported $5.65M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2018, up 69% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2018 and 0 closed out, a net change of +3 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2018 was Carson Wealth (CWM LLC), an estimated $730K added.
Based on aggregated 13F filings for Q1 2018.