iShares ESG Aware USD Corporate Bond ETF
SUSC
12 hedge funds and large institutions have $7.71M invested in iShares ESG Aware USD Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, reducing their positions, and closing their positions.
71% more funds holding
Funds holding: 7 → 12 (+5)
37% more capital invested
Capital invested by funds: $5.65M → $7.71M (+$2.06M)
3.07% more ownership
Funds ownership: 45.91% → 48.98% (+3.1%)
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$820K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$359K |
| 3 |
LPL Financial
San Diego,
California
|
+$328K |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
+$245K |
| 5 |
Jane Street
New York
|
+$221K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $3.89M | +$359K | +14,768 | +10% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.59M | +$820K | +33,773 | +106% |
|
|
3
Jane Street
New York
| $672K | +$221K | +9,086 | +49% |
|
|
SFS
4
Sowell Financial Services
North Little Rock,
Arkansas
| $607K | +$81.1K | +3,339 | +15% |
|
|
5
LPL Financial
San Diego,
California
| $326K | +$328K | +13,488 | New |
|
|
CJA
6
C-J Advisory
San Jose,
California
| $317K | +$245K | +10,076 | +333% |
|
|
LFA
7
Legacy Financial Advisors
Covington,
Kentucky
| $156K | +$826 | +34 | +0.5% |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $83K | +$83.1K | +3,420 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $53K | +$5.56K | +229 | +12% |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $8K | +$7.94K | +327 | New |
|
11
BlackRock
New York
| $6K | +$6.12K | +252 | New |
|
12
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | +$1.02K | +42 | New |
|
SUSC Hedge Fund Activity: Q2 2018 in Review
12 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2018, worth a combined $7.71M — up 37% from $5.65M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SUSC positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $820K.
- 12 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2018, up from 7 in Q1 2018.
- Funds reported $7.71M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2018, up 37% quarter-over-quarter.
- 5 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2018 and 0 closed out, a net change of +5 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2018 was Carson Wealth (CWM LLC), an estimated $820K added.
Based on aggregated 13F filings for Q2 2018.