iShares ESG Aware USD Corporate Bond ETF
SUSC
155 hedge funds and large institutions have $621M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 19 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 44
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
10% more capital invested
Capital invested by funds: $566M → $621M (+$55M)
1% more funds holding
Funds holding: 154 → 155 (+1)
0.44% more ownership
Funds ownership: 66.95% → 67.39% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$57.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.1M |
| 3 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$3.8M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$3.08M |
| 5 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$5.35M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.44M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
-$2.33M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.6M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$1.33M |
SUSC Hedge Fund Activity: Q2 2022 in Review
155 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2022, worth a combined $621M — up 9.7% from $566M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SUSC positions and 19 closed out — a net gain of 3 holders — while 74 added to existing stakes and 44 trimmed.
The largest buyer was Ameriprise, adding an estimated $57.6M. The largest seller was Kestra Private Wealth Services, cutting an estimated $5.35M.
- 155 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2022, up from 154 in Q1 2022.
- Funds reported $621M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2022, up 9.7% quarter-over-quarter.
- 22 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2022 and 19 closed out, a net change of +3 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2022 was Ameriprise, an estimated $57.6M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2022 was Kestra Private Wealth Services, an estimated $5.35M sold.
Based on aggregated 13F filings for Q2 2022.