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iShares ESG Aware USD Corporate Bond ETF

36 hedge funds and large institutions have $55.2M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

38% more funds holding

Funds holding: 2636 (+10)

6% more capital invested

Capital invested by funds: $51.9M → $55.2M (+$3.31M)

40.64% less ownership

Funds ownership: 168.19%127.56% (-41%)

Holders
36
Holders Change
+10
Holders Change %
+38.46%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$35.7M
Bank of America
2
Bank of America
North Carolina
$5.01M +$256K +10,211 +6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$3.97M +$1.4M +55,794 +57%
Jane Street
4
Jane Street
New York
$1.78M -$1.53K -61 -0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.23M -$1.48M -58,880 -55%
RWP
6
RWA Wealth Partners
Massachusetts
$1.03M +$268K +10,693 +37%
LPL Financial
7
LPL Financial
California
$845K +$227K +9,049 +38%
B
8
Bailard
California
$637K +$619K +24,645 New
CJA
9
C-J Advisory
California
$592K +$39.2K +1,562 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$473K +$460K +18,309 New
HA
11
Harborview Advisors
Maine
$462K +$449K +17,877 New
JIP
12
Jaffetilchin Investment Partners
Florida
$428K +$9.72K +387 +2%
HHGA
13
Halbert Hargrove Global Advisors
California
$361K +$2.96K +118 +0.9%
AIP
14
Ameritas Investment Partners
Nebraska
$352K +$342K +13,637 New
RCAG
15
Rehmann Capital Advisory Group
Michigan
$326K +$2.26K +90 +0.7%
AIC
16
Ameritas Investment Company
Nebraska
$300K +$292K +11,621 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$276K +$268K +10,677 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$252K +$37.8K +1,507 +18%
ASN
19
Advisory Services Network
Georgia
$228K +$30.6K +1,220 +16%
TC
20
TownSquare Capital
Utah
$220K -$1.1K -44 -0.5%
WP
21
WealthSource Partners
California
$204K +$199K +7,909 New
UBS Group
22
UBS Group
Switzerland
$168K +$160K +6,360 +4,386%
GSWM
23
Golden State Wealth Management
California
$99K -$12.4K -495 -11%
AF
24
Advisornet Financial
Minnesota
$63K
AIM
25
Advantage Investment Management
Iowa
$31K

SUSC Hedge Fund Activity: Q2 2019 in Review

36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2019, worth a combined $55.2M — up 6.4% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SUSC positions and 3 closed out — a net gain of 10 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1.4M. The largest seller was Envestnet Asset Management, cutting an estimated $1.48M.

  • 36 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2019, up from 26 in Q1 2019.
  • Funds reported $55.2M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2019, up 6.4% quarter-over-quarter.
  • 13 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2019 and 3 closed out, a net change of +10 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2019 was Fisher Asset Management, an estimated $1.4M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2019 was Envestnet Asset Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2019.