We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4251 (+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%)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
4
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
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.06M +$3.53M +133,993 +141%
Bank of America
3
Bank of America
North Carolina
$5.28M +$413K +15,679 +9%
Fisher Asset Management
4
Fisher Asset Management
Washington
$5.1M +$1.15M +43,682 +29%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.92M +$1.2M +45,674 +170%
RWP
6
RWA Wealth Partners
Massachusetts
$1.85M +$619K +23,463 +50%
Ameriprise
7
Ameriprise
Minnesota
$1.82M +$1.06M +40,024 +139%
LPL Financial
8
LPL Financial
California
$1.42M +$267K +10,114 +23%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$1.15M
HHGA
10
Halbert Hargrove Global Advisors
California
$1.1M +$345K +13,083 +46%
WP
11
WealthSource Partners
California
$840K +$513K +19,462 +159%
AIP
12
Ameritas Investment Partners
Nebraska
$824K +$108K +4,107 +15%
CJA
13
C-J Advisory
California
$766K +$87K +3,300 +13%
B
14
Bailard
California
$762K +$52.6K +1,997 +7%
Jane Street
15
Jane Street
New York
$677K -$7.34M -278,402 -92%
HA
16
Harborview Advisors
Maine
$665K -$12.6K -478 -2%
WCFA
17
Walkner Condon Financial Advisors
Wisconsin
$573K +$571K +21,644 New
PI
18
PFS Investments
Georgia
$477K +$475K +18,033 New
JIP
19
Jaffetilchin Investment Partners
Florida
$441K +$15.7K +596 +4%
AG
20
Advisor Group
Arizona
$411K +$263K +9,986 +179%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$388K +$117K +4,430 +43%
WCM
22
Windsor Capital Management
Arizona
$383K +$124K +4,703 +48%
FT
23
Fiduciary Trust
Massachusetts
$357K +$356K +13,500 New
MMA
24
Miracle Mile Advisors
California
$354K +$353K +13,380 New
CCA
25
Cobblestone Capital Advisors
New York
$347K +$6.59K +250 +2%

SUSC Hedge Fund Activity: Q4 2019 in Review

51 of the 5,075 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.