iShares ESG Aware USD Corporate Bond ETF
SUSC
18 hedge funds and large institutions have $9.58M invested in iShares ESG Aware USD Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 3 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $7.87M → $9.58M (+$1.71M)
20% more funds holding
Funds holding: 15 → 18 (+3)
6.94% more ownership
Funds ownership: 43.22% → 50.16% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$1.23M |
| 2 |
Jane Street
New York
|
+$887K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$378K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$144K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$125K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$8K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1K |
SUSC Hedge Fund Activity: Q4 2018 in Review
18 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2018, worth a combined $9.58M — up 22% from $7.87M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SUSC positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $1.23M. The largest seller was Bank of America, cutting an estimated $1.13M.
- 18 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2018, up from 15 in Q3 2018.
- Funds reported $9.58M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2018, up 22% quarter-over-quarter.
- 6 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2018 and 3 closed out, a net change of +3 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2018 was Fisher Asset Management, an estimated $1.23M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2018 was Bank of America, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2018.