iShares ESG Aware USD Corporate Bond ETF
SUSC
15 hedge funds and large institutions have $7.87M invested in iShares ESG Aware USD Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
25% more funds holding
Funds holding: 12 → 15 (+3)
2% more capital invested
Capital invested by funds: $7.71M → $7.87M (+$159K)
5.76% less ownership
Funds ownership: 48.98% → 43.22% (-5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$397K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$201K |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$125K |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
+$103K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$607K |
| 2 |
Jane Street
New York
|
-$302K |
| 3 |
LPL Financial
San Diego,
California
|
-$10.7K |
| 4 |
BlackRock
New York
|
-$1.17K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$413 |
SUSC Hedge Fund Activity: Q3 2018 in Review
15 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2018, worth a combined $7.87M — up 2.1% from $7.71M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SUSC positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $397K. The largest seller was Sowell Financial Services, exiting entirely with an estimated $607K sold.
- 15 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2018, up from 12 in Q2 2018.
- Funds reported $7.87M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2018, up 2.1% quarter-over-quarter.
- 4 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2018 and 1 closed out, a net change of +3 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2018 was Fisher Asset Management, an estimated $397K added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2018 was Sowell Financial Services, an estimated $607K sold.
Based on aggregated 13F filings for Q3 2018.