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iShares ESG Aware USD Corporate Bond ETF
SUSC

128 hedge funds and large institutions have $449M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

4% more funds holding

Funds holding: 123 → 128 (+5)

4% less capital invested

Capital invested by funds: $467M → $449M (-$17.7M)

6.49% less ownership

Funds ownership: 61.18% → 54.69% (-6.5%)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
66
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$7.8M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$7.17M
3
PG
Prostatis Group
Maryland
+$4.84M
4
Creative Planning
Creative Planning
Kansas
+$4.03M
5
Betterment LLC
Betterment LLC
New York
+$2.65M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.84M
3
BlackRock
BlackRock
New York
-$1.1M
4
VCM
Vision Capital Management
Oregon
-$1.09M
5
William Blair & Company
William Blair & Company
Illinois
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$252M +$7.8M +279,742 +3%
BlackRock
2
BlackRock
New York
$21.4M -$1.1M -39,496 -5%
Fisher Asset Management
3
Fisher Asset Management
Washington
$13.1M +$1.1M +39,426 +9%
PI
4
PFS Investments
Georgia
$9.92M +$546K +19,590 +6%
UBS Group
5
UBS Group
Switzerland
$8.48M +$365K +13,078 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.04M +$633K +22,696 +8%
Bank of America
7
Bank of America
North Carolina
$8.01M -$80.2K -2,876 -1%
Betterment LLC
8
Betterment LLC
New York
$7.61M +$2.65M +95,075 +52%
Creative Planning
9
Creative Planning
Kansas
$7.38M +$4.03M +144,443 +117%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.13M -$258K -9,258 -3%
Wealthfront Advisers
11
Wealthfront Advisers
California
$7.07M +$7.17M +257,088 New
BCM
12
Brookstone Capital Management
Illinois
$6.72M +$385K +13,825 +6%
KPWS
13
Kestra Private Wealth Services
Texas
$6.42M +$206K +7,402 +3%
FPF
14
First Pacific Financial
Washington
$6.42M +$532K +19,085 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.39M +$843K +30,242 +18%
AA
16
Acorns Advisers
California
$5.01M +$2.65M +94,879 +108%
PG
17
Prostatis Group
Maryland
$4.77M +$4.84M +173,576 New
LPL Financial
18
LPL Financial
California
$4.76M +$464K +16,627 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.27M -$313K -11,215 -7%
PSUF
20
People's United Financial
Connecticut
$3.79M +$488K +17,489 +15%
B
21
Bailard
California
$2.34M +$782K +28,049 +49%
WB
22
WesBanco Bank
West Virginia
$2.17M +$991K +35,547 +82%
RJA
23
Raymond James & Associates
Florida
$2M +$42.9K +1,539 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.74M +$520K +18,663 +42%
AIP
25
Ameritas Investment Partners
Nebraska
$1.58M +$86K +3,084 +6%
1
2 3 4 5

SUSC Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2021, worth a combined $449M — down 3.8% from $467M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SUSC positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.8M. The largest seller was Morgan Stanley, cutting an estimated $9.2M.

  • 128 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $449M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 21 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2021 and 15 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2021 was Ameriprise, an estimated $7.8M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2021 was Morgan Stanley, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2021.