We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF
SUSC

154 hedge funds and large institutions have $566M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

125% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 32

17% more funds holding

Funds holding: 132 → 154 (+22)

5.56% more ownership

Funds ownership: 61.39% → 66.95% (+5.6%)

1% more capital invested

Capital invested by funds: $558M → $566M (+$7.98M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
42
Increased
72
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.72M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$5.59M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.01M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$30M
2
SAM
Synergy Asset Management
Washington
-$6.6M
3
FPF
First Pacific Financial
Washington
-$6.27M
4
PG
Prostatis Group
Maryland
-$4.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$195M -$30M -1,159,426 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$74.8M +$70.7M +2,733,598 +1,137%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$53.8M +$6.3M +243,421 +13%
Wealthfront Advisers
4
Wealthfront Advisers
California
$19.7M +$5.59M +216,016 +38%
BlackRock
5
BlackRock
New York
$17.5M -$902K -34,870 -5%
Fisher Asset Management
6
Fisher Asset Management
Washington
$13.6M -$414K -16,004 -3%
Creative Planning
7
Creative Planning
Kansas
$10.2M +$608K +23,500 +6%
AA
8
Acorns Advisers
California
$10M +$2.69M +103,792 +35%
PI
9
PFS Investments
Georgia
$10M +$383K +14,783 +4%
Betterment LLC
10
Betterment LLC
New York
$9.82M +$762K +29,433 +8%
UBS Group
11
UBS Group
Switzerland
$8.49M +$145K +5,607 +2%
Bank of America
12
Bank of America
North Carolina
$7.97M +$799K +30,875 +11%
I
13
IMPACTfolio
Colorado
$7.16M +$387K +14,952 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.91M +$5.72M +220,884 +379%
BCM
15
Brookstone Capital Management
Illinois
$6.69M +$144K +5,583 +2%
KPWS
16
Kestra Private Wealth Services
Texas
$6.05M +$154K +5,934 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.63M +$251K +9,717 +5%
LPL Financial
18
LPL Financial
California
$5.39M +$450K +17,384 +9%
Wells Fargo
19
Wells Fargo
California
$4.75M +$890K +34,379 +22%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.88M -$236K -9,113 -6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.53M -$124K -4,798 -3%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.44M +$3.01M +116,353 +561%
PAS
23
Park Avenue Securities
New York
$3.42M +$2.94M +113,443 +503%
Morgan Stanley
24
Morgan Stanley
New York
$2.92M +$565K +21,838 +23%
LRWA
25
Long Run Wealth Advisors
New York
$2.74M +$325K +12,558 +13%
1
2 3 4 5

SUSC Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2022, worth a combined $566M — up 1.4% from $558M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SUSC positions and 17 closed out — a net gain of 25 holders — while 72 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $70.7M. The largest seller was Ameriprise, cutting an estimated $30M.

  • 154 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2022, up from 132 in Q4 2021.
  • Funds reported $566M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2022, up 1.4% quarter-over-quarter.
  • 42 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2022 and 17 closed out, a net change of +25 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $70.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2022 was Ameriprise, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2022.