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iShares ESG Aware USD Corporate Bond ETF

81 hedge funds and large institutions have $192M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 5

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

115% more capital invested

Capital invested by funds: $89.2M → $192M (+$103M)

35% more funds holding

Funds holding: 6081 (+21)

10.09% more ownership

Funds ownership: 79.49%89.58% (+10%)

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
42
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.8M +$43.4M +1,621,095 +371%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$35.7M
UBS Group
3
UBS Group
Switzerland
$17.7M +$16.1M +600,888 +1,491%
Bank of America
4
Bank of America
North Carolina
$7.21M +$1.06M +39,714 +18%
PG
5
Pendal Group
Australia
$6.64M +$2.89M +108,000 +82%
Fisher Asset Management
6
Fisher Asset Management
Washington
$6.24M +$811K +30,256 +15%
Ameriprise
7
Ameriprise
Minnesota
$4.91M +$2.24M +83,644 +89%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.71M +$2.84M +106,154 +165%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.69M +$2.59M +96,581 +261%
Jane Street
10
Jane Street
New York
$3.57M +$3.46M +129,282 New
BlackRock
11
BlackRock
New York
$2.95M +$2.86M +106,603 +98,706%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.86M +$408K +15,225 +17%
BCM
13
Brookstone Capital Management
Illinois
$2.75M +$2.67M +99,637 New
RWP
14
RWA Wealth Partners
Massachusetts
$2.36M +$88.7K +3,309 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.29M +$1.68M +62,844 +316%
WP
16
WealthSource Partners
California
$2.28M +$1.08M +40,418 +96%
PI
17
PFS Investments
Georgia
$2.18M +$815K +30,421 +63%
LPL Financial
18
LPL Financial
California
$1.92M +$182K +6,780 +11%
Citadel Advisors
19
Citadel Advisors
Florida
$1.58M +$1.09M +40,675 +247%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.37M
CJA
21
C-J Advisory
California
$1.16M +$158K +5,897 +16%
EH
22
Equitable Holdings
New York
$1.11M +$1.08M +40,196 New
AIP
23
Ameritas Investment Partners
Nebraska
$1.08M +$49.3K +1,838 +5%
5L
24
55I LLC
Massachusetts
$986K +$956K +35,687 New
HHGA
25
Halbert Hargrove Global Advisors
California
$957K -$180K -6,699 -16%

SUSC Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2020, worth a combined $192M — up 115% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUSC positions and 6 closed out — a net gain of 21 holders — while 42 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $43.4M. The largest seller was Jaffetilchin Investment Partners, exiting entirely with an estimated $443K sold.

  • 81 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2020, up from 60 in Q1 2020.
  • Funds reported $192M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2020, up 115% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2020 and 6 closed out, a net change of +21 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $43.4M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2020 was Jaffetilchin Investment Partners, an estimated $443K sold.

Based on aggregated 13F filings for Q2 2020.