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iShares ESG Aware USD Corporate Bond ETF
SUSC

86 hedge funds and large institutions have $418M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 10

118% more capital invested

Capital invested by funds: $192M → $418M (+$226M)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

6% more funds holding

Funds holding: 81 → 86 (+5)

15.05% less ownership

Funds ownership: 89.58% → 74.54% (-15%)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$162M
2
BlackRock
BlackRock
New York
+$29.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.3M
4
PI
PFS Investments
Georgia
+$3.57M
5
UBS Group
UBS Group
Switzerland
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
PG
Pendal Group
Australia
-$2.6M
2
Jane Street
Jane Street
New York
-$2.52M
3
CRWM
Castle Rock Wealth Management
California
-$913K
4
Wolverine Trading
Wolverine Trading
Illinois
-$848K
5
Citadel Advisors
Citadel Advisors
Florida
-$835K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$162M +$162M +5,781,641 +3,261%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$80.2M +$23.3M +834,191 +41%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$35.7M – – –
BlackRock
4
BlackRock
New York
$31.8M +$29.1M +1,039,334 +974%
UBS Group
5
UBS Group
Switzerland
$21M +$3.2M +114,530 +18%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.69M +$2.99M +106,691 +63%
Bank of America
7
Bank of America
North Carolina
$7.57M +$335K +11,970 +5%
Fisher Asset Management
8
Fisher Asset Management
Washington
$6.83M +$581K +20,750 +9%
PI
9
PFS Investments
Georgia
$5.72M +$3.57M +127,422 +162%
PG
10
Pendal Group
Australia
$4.09M -$2.6M -93,000 -39%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.01M +$307K +10,989 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.41M +$551K +19,710 +19%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.35M +$1.07M +38,230 +46%
BCM
14
Brookstone Capital Management
Illinois
$3.09M +$334K +11,952 +12%
WP
15
WealthSource Partners
California
$2.94M +$658K +23,514 +28%
RWP
16
RWA Wealth Partners
Massachusetts
$2.51M +$148K +5,300 +6%
EH
17
Equitable Holdings
New York
$1.94M +$830K +29,658 +74%
LPL Financial
18
LPL Financial
California
$1.89M -$38.3K -1,370 -2%
William Blair & Company
19
William Blair & Company
Illinois
$1.71M +$1.73M +61,721 New
PAS
20
Park Avenue Securities
New York
$1.53M +$653K +23,331 +73%
HGWM
21
Horst & Graben Wealth Management
Oregon
$1.52M +$1.53M +54,663 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.37M +$433K +15,480 +46%
5L
23
55I LLC
Massachusetts
$1.33M +$343K +12,251 +34%
HHGA
24
Halbert Hargrove Global Advisors
California
$1.22M +$264K +9,437 +27%
AIP
25
Ameritas Investment Partners
Nebraska
$1.19M +$105K +3,750 +10%
1
2 3 4

SUSC Hedge Fund Activity: Q3 2020 in Review

86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2020, worth a combined $418M — up 118% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SUSC positions and 10 closed out — a net gain of 5 holders — while 51 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, adding an estimated $162M. The largest seller was Pendal Group, cutting an estimated $2.6M.

  • 86 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2020, up from 81 in Q2 2020.
  • Funds reported $418M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2020, up 118% quarter-over-quarter.
  • 15 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2020 and 10 closed out, a net change of +5 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2020 was Ameriprise, an estimated $162M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2020 was Pendal Group, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2020.