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iShares ESG Aware USD Corporate Bond ETF
SUSC

26 hedge funds and large institutions have $51.9M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

441% more capital invested

Capital invested by funds: $9.58M → $51.9M (+$42.3M)

118.03% more ownership

Funds ownership: 50.16% → 168.19% (+118%)

44% more funds holding

Funds holding: 18 → 26 (+8)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$29.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.21M
3
Bank of America
Bank of America
North Carolina
+$1.61M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$721K
5
RWP
RWA Wealth Partners
Massachusetts
+$709K

Top Sellers

1
EWA
ERTS Wealth Advisors
Michigan
-$3K
2
UBS Group
UBS Group
Switzerland
-$146
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$35.7M +$29.5M +1,208,795 +1,509%
Bank of America
2
Bank of America
North Carolina
$4.59M +$1.61M +66,137 +56%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.66M +$2.21M +90,620 +571%
Fisher Asset Management
4
Fisher Asset Management
Washington
$2.44M +$721K +29,564 +43%
Jane Street
5
Jane Street
New York
$1.73M +$403K +16,548 +31%
RWP
6
RWA Wealth Partners
Massachusetts
$727K +$709K +29,096 New
LPL Financial
7
LPL Financial
California
$591K +$148K +6,071 +35%
CJA
8
C-J Advisory
California
$529K +$6.34K +260 +1%
MML Investors Services
9
MML Investors Services
Massachusetts
$436K +$425K +17,452 New
JIP
10
Jaffetilchin Investment Partners
Florida
$404K +$394K +16,158 New
HHGA
11
Halbert Hargrove Global Advisors
California
$346K +$338K +13,848 New
RCAG
12
Rehmann Capital Advisory Group
Michigan
$313K +$305K +12,516 New
UCFA
13
United Capital Financial Advisors
Texas
$295K +$288K +11,816 New
TC
14
TownSquare Capital
Utah
$213K +$208K +8,514 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$205K +$512 +21 +0.3%
ASN
16
Advisory Services Network
Georgia
$190K +$20.8K +855 +13%
LFA
17
Legacy Financial Advisors
Kentucky
$176K +$6.41K +263 +4%
GSWM
18
Golden State Wealth Management
California
$109K +$106K +4,359 New
AF
19
Advisornet Financial
Minnesota
$61K +$1.93K +79 +3%
AIM
20
Advantage Investment Management
Iowa
$30K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$28K – – –
GWM
22
Geneos Wealth Management
Colorado
$20K – – –
LFG
23
LifePlan Financial Group
Ohio
$19K – – –
BlackRock
24
BlackRock
New York
$6K +$366 +15 +7%
UBS Group
25
UBS Group
Switzerland
$4K -$146 -6 -4%
1
2

SUSC Hedge Fund Activity: Q1 2019 in Review

26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2019, worth a combined $51.9M — up 441% from $9.58M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SUSC positions and 1 closed out — a net gain of 8 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $29.5M. The largest seller was ERTS Wealth Advisors, exiting entirely with an estimated $3K sold.

  • 26 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2019, up from 18 in Q4 2018.
  • Funds reported $51.9M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2019, up 441% quarter-over-quarter.
  • 9 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2019 and 1 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $29.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2019 was ERTS Wealth Advisors, an estimated $3K sold.

Based on aggregated 13F filings for Q1 2019.