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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$70.7M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.72M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$5.59M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$30M |
| 2 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$6.6M |
| 3 |
FPF
First Pacific Financial
Vancouver,
Washington
|
-$6.27M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
-$4.71M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3M |
SUSC Hedge Fund Activity: Q1 2022 in Review
154 of the 6,360 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.