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iShares ESG Aware USD Corporate Bond ETF
SUSC

120 hedge funds and large institutions have $474M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 8

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

40% more funds holding

Funds holding: 86 → 120 (+34)

13% more capital invested

Capital invested by funds: $418M → $474M (+$56M)

8.49% less ownership

Funds ownership: 74.54% → 66.05% (-8.5%)

Holders
120
Holders Change
+34
Holders Change %
+39.53%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
49
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$51.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.36M
3
FI
FormulaFolio Investments
Michigan
+$3.83M
4
PI
PFS Investments
Georgia
+$3.01M
5
PSUF
People's United Financial
Connecticut
+$1.59M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$17M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17M
3
PG
Pendal Group
Australia
-$1.4M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.2M
5
Jane Street
Jane Street
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$220M +$51.5M +1,840,230 +31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.8M -$17M -606,301 -21%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$35.7M – – –
BlackRock
4
BlackRock
New York
$32.1M -$396K -14,138 -1%
PI
5
PFS Investments
Georgia
$8.74M +$3.01M +107,448 +52%
Fisher Asset Management
6
Fisher Asset Management
Washington
$8.53M +$1.53M +54,585 +22%
Bank of America
7
Bank of America
North Carolina
$8.33M +$587K +20,987 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.64M -$1.2M -42,796 -15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.7M +$1.58M +56,500 +39%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.17M +$4.36M +155,962 +587%
UBS Group
11
UBS Group
Switzerland
$4.23M -$17M -606,628 -80%
BCM
12
Brookstone Capital Management
Illinois
$3.92M +$744K +26,571 +24%
FI
13
FormulaFolio Investments
Michigan
$3.87M +$3.83M +136,696 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.77M +$275K +9,834 +8%
LPL Financial
15
LPL Financial
California
$3.19M +$1.24M +44,397 +65%
RWP
16
RWA Wealth Partners
Massachusetts
$3.18M +$602K +21,511 +24%
PG
17
Pendal Group
Australia
$2.76M -$1.4M -50,000 -34%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.41M -$1.01M -35,959 -30%
Citadel Advisors
19
Citadel Advisors
Florida
$2.22M +$1.43M +51,024 +187%
WP
20
WealthSource Partners
California
$2.01M -$983K -35,119 -33%
PAS
21
Park Avenue Securities
New York
$1.91M +$336K +12,023 +22%
William Blair & Company
22
William Blair & Company
Illinois
$1.84M +$93.1K +3,328 +5%
5L
23
55I LLC
Massachusetts
$1.78M +$417K +14,907 +31%
RJA
24
Raymond James & Associates
Florida
$1.69M +$632K +22,575 +61%
EH
25
Equitable Holdings
New York
$1.66M -$314K -11,222 -16%
1
2 3 4 5

SUSC Hedge Fund Activity: Q4 2020 in Review

120 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2020, worth a combined $474M — up 13% from $418M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SUSC positions and 8 closed out — a net gain of 37 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Ameriprise, adding an estimated $51.5M. The largest seller was UBS Group, cutting an estimated $17M.

  • 120 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2020, up from 86 in Q3 2020.
  • Funds reported $474M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2020 and 8 closed out, a net change of +37 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2020 was Ameriprise, an estimated $51.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2020 was UBS Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2020.