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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.8M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
+$7.17M |
| 3 |
PG
Prostatis Group
Hanover,
Maryland
|
+$4.84M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$4.03M |
| 5 |
Betterment LLC
New York
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.84M |
| 3 |
BlackRock
New York
|
-$1.1M |
| 4 |
VCM
Vision Capital Management
Portland,
Oregon
|
-$1.09M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$1.02M |
SUSC Hedge Fund Activity: Q3 2021 in Review
128 of the 5,728 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.