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iShares ESG Aware USD Corporate Bond ETF

132 hedge funds and large institutions have $558M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $449M → $558M (+$110M)

6.7% more ownership

Funds ownership: 54.69%61.39% (+6.7%)

3% more funds holding

Funds holding: 128132 (+4)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
69
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$255M -$147K -5,356 -0.1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$51.8M +$52.1M +1,897,601 New
BlackRock
3
BlackRock
New York
$20M -$1.32M -48,027 -6%
Wealthfront Advisers
4
Wealthfront Advisers
California
$15.5M +$8.49M +309,447 +120%
Fisher Asset Management
5
Fisher Asset Management
Washington
$15.2M +$2.21M +80,364 +17%
Creative Planning
6
Creative Planning
Kansas
$10.5M +$3.15M +114,960 +43%
PI
7
PFS Investments
Georgia
$10.5M +$707K +25,774 +7%
Betterment LLC
8
Betterment LLC
New York
$9.87M +$2.33M +84,950 +31%
UBS Group
9
UBS Group
Switzerland
$9.07M +$662K +24,112 +8%
AA
10
Acorns Advisers
California
$8.05M +$3.09M +112,673 +62%
Bank of America
11
Bank of America
North Carolina
$7.81M -$139K -5,067 -2%
I
12
IMPACTfolio
Colorado
$7.37M +$7.41M +270,119 New
BCM
13
Brookstone Capital Management
Illinois
$7.23M +$691K +25,164 +10%
SAM
14
Synergy Asset Management
Washington
$6.6M +$6.64M +241,903 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.56M +$1.22M +44,309 +23%
KPWS
16
Kestra Private Wealth Services
Texas
$6.41M +$37.9K +1,381 +0.6%
FPF
17
First Pacific Financial
Washington
$6.27M -$97.5K -3,551 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.85M -$1.24M -45,102 -17%
LPL Financial
19
LPL Financial
California
$5.38M +$656K +23,920 +14%
PG
20
Prostatis Group
Maryland
$4.71M -$23.3K -848 -0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.46M +$227K +8,280 +5%
Wells Fargo
22
Wells Fargo
California
$4.22M +$2.81M +102,303 +195%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.97M -$4.03M -146,875 -50%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$3.1M +$3.11M +113,500 New
Citadel Advisors
25
Citadel Advisors
Florida
$3M +$2.8M +101,893 +1,282%

SUSC Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2021, worth a combined $558M — up 24% from $449M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 16 closed out — a net gain of 8 holders — while 69 added to existing stakes and 21 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $8.49M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.03M.

  • 132 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2021, up from 128 in Q3 2021.
  • Funds reported $558M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2021 and 16 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $8.49M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2021.