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iShares ESG Aware USD Corporate Bond ETF
SUSC

132 hedge funds and large institutions have $551M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 18

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $474M → $551M (+$76.6M)

10% more funds holding

Funds holding: 120 → 132 (+12)

0.01% more ownership

Funds ownership: 66.05% → 66.06% (+0.01%)

Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
72
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$35.5M
2
Ameriprise
Ameriprise
Minnesota
+$21.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M
4
Jane Street
Jane Street
New York
+$5.6M
5
KPWS
Kestra Private Wealth Services
Texas
+$4.98M

Top Sellers

1
BlackRock
BlackRock
New York
-$8.6M
2
FI
FormulaFolio Investments
Michigan
-$3.87M
3
PG
Pendal Group
Australia
-$2.76M
4
Bank of America
Bank of America
North Carolina
-$605K
5
CRWM
Castle Rock Wealth Management
California
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$229M +$21.2M +769,257 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.9M +$11.5M +419,758 +18%
Citadel Advisors
3
Citadel Advisors
Florida
$36.9M +$35.5M +1,289,708 +1,646%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$35.7M – – –
BlackRock
5
BlackRock
New York
$22.1M -$8.6M -312,601 -28%
Fisher Asset Management
6
Fisher Asset Management
Washington
$10.5M +$2.42M +88,053 +29%
PI
7
PFS Investments
Georgia
$10.1M +$1.68M +60,997 +19%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.8M +$2.54M +92,326 +39%
UBS Group
9
UBS Group
Switzerland
$7.96M +$4.03M +146,521 +98%
Bank of America
10
Bank of America
North Carolina
$7.33M -$605K -21,988 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.15M +$1.77M +64,436 +32%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.74M +$838K +30,475 +17%
Jane Street
13
Jane Street
New York
$5.49M +$5.6M +203,577 New
KPWS
14
Kestra Private Wealth Services
Texas
$4.88M +$4.98M +181,063 New
BCM
15
Brookstone Capital Management
Illinois
$4.8M +$1.1M +39,894 +29%
FPF
16
First Pacific Financial
Washington
$4.34M +$3.38M +122,776 +321%
LPL Financial
17
LPL Financial
California
$4.22M +$1.22M +44,319 +39%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.95M +$378K +13,733 +10%
RWP
19
RWA Wealth Partners
Massachusetts
$3.43M +$418K +15,214 +14%
Creative Planning
20
Creative Planning
Kansas
$3.12M +$2.8M +101,836 +725%
PAS
21
Park Avenue Securities
New York
$3.03M +$1.24M +45,013 +67%
PSUF
22
People's United Financial
Connecticut
$2.91M +$1.41M +51,282 +90%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.86M +$583K +21,197 +25%
MWM
24
Mattern Wealth Management
Kansas
$2.78M +$2.48M +90,028 +682%
5L
25
55I LLC
Massachusetts
$2.34M +$660K +23,996 +38%
1
2 3 4 5

SUSC Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2021, worth a combined $551M — up 16% from $474M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUSC positions and 17 closed out — a net gain of 15 holders — while 72 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.5M. The largest seller was BlackRock, cutting an estimated $8.6M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2021, up from 120 in Q4 2020.
  • Funds reported $551M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 32 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2021 was Citadel Advisors, an estimated $35.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2021.