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iShares ESG Aware USD Corporate Bond ETF
SUSC

60 hedge funds and large institutions have $89.2M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 7

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $72.9M → $89.2M (+$16.3M)

18% more funds holding

Funds holding: 51 → 60 (+9)

1.55% more ownership

Funds ownership: 77.94% → 79.49% (+1.6%)

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
33
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.49M
2
PG
Pendal Group
Australia
+$3.5M
3
UBS Group
UBS Group
Switzerland
+$858K
4
PI
PFS Investments
Georgia
+$804K
5
Ameriprise
Ameriprise
Minnesota
+$653K

Top Sellers

1
Jane Street
Jane Street
New York
-$677K
2
TC
TownSquare Capital
Utah
-$223K
3
ASN
Advisory Services Network
Georgia
-$107K
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$42.1K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$41.9K
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
$11.2M +$5.49M +208,081 +91%
Bank of America
3
Bank of America
North Carolina
$5.69M +$572K +21,672 +11%
Fisher Asset Management
4
Fisher Asset Management
Washington
$5.03M +$72.8K +2,759 +1%
PG
5
Pendal Group
Australia
$3.39M +$3.5M +132,500 New
Ameriprise
6
Ameriprise
Minnesota
$2.41M +$653K +24,733 +36%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.27M +$412K +15,617 +22%
RWP
8
RWA Wealth Partners
Massachusetts
$2.11M +$317K +12,012 +17%
LPL Financial
9
LPL Financial
California
$1.61M +$242K +9,147 +17%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.37M – – –
PI
11
PFS Investments
Georgia
$1.25M +$804K +30,442 +169%
WP
12
WealthSource Partners
California
$1.08M +$275K +10,420 +33%
HHGA
13
Halbert Hargrove Global Advisors
California
$1.06M -$2.35K -89 -0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.05M +$1.7M +64,387 New
UBS Group
15
UBS Group
Switzerland
$1.04M +$858K +32,494 +416%
AIP
16
Ameritas Investment Partners
Nebraska
$956K +$160K +6,051 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$950K +$588K +22,275 +152%
CJA
18
C-J Advisory
California
$930K +$190K +7,200 +25%
HA
19
Harborview Advisors
Maine
$793K +$151K +5,716 +23%
B
20
Bailard
California
$770K +$33.7K +1,275 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$758K +$498K +18,866 +178%
WCFA
22
Walkner Condon Financial Advisors
Wisconsin
$516K -$41.9K -1,585 -7%
MML Investors Services
23
MML Investors Services
Massachusetts
$512K +$202K +7,648 +62%
CRWM
24
Castle Rock Wealth Management
California
$507K +$506K +19,169 New
RJA
25
Raymond James & Associates
Florida
$463K +$148K +5,600 +45%
1
2 3

SUSC Hedge Fund Activity: Q1 2020 in Review

60 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2020, worth a combined $89.2M — up 22% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SUSC positions and 4 closed out — a net gain of 11 holders — while 33 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.49M. The largest seller was Jane Street, exiting entirely with an estimated $677K sold.

  • 60 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2020, up from 51 in Q4 2019.
  • Funds reported $89.2M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2020, up 22% quarter-over-quarter.
  • 15 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2020 and 4 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $5.49M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2020 was Jane Street, an estimated $677K sold.

Based on aggregated 13F filings for Q1 2020.