iShares ESG Aware USD Corporate Bond ETF
SUSC
51 hedge funds and large institutions have $72.9M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 4
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
21% more funds holding
Funds holding: 42 → 51 (+9)
9% more capital invested
Capital invested by funds: $67.1M → $72.9M (+$5.81M)
30.75% less ownership
Funds ownership: 108.69% → 77.94% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.53M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.2M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$1.15M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.06M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$619K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.34M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$116K |
| 3 |
APSP
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
-$71K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$35K |
| 5 |
HA
Harborview Advisors
Portland,
Maine
|
-$12.6K |
SUSC Hedge Fund Activity: Q4 2019 in Review
51 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2019, worth a combined $72.9M — up 8.7% from $67.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SUSC positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.53M. The largest seller was Jane Street, cutting an estimated $7.34M.
- 51 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2019, up from 42 in Q3 2019.
- Funds reported $72.9M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2019, up 8.7% quarter-over-quarter.
- 13 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2019 and 3 closed out, a net change of +10 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $3.53M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $7.34M sold.
Based on aggregated 13F filings for Q4 2019.