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iShares ESG Aware USD Corporate Bond ETF

170 hedge funds and large institutions have $644M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 32

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

10% more funds holding

Funds holding: 155170 (+15)

1.95% more ownership

Funds ownership: 67.39%69.34% (+1.9%)

4% more capital invested

Capital invested by funds: $621M → $644M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
97
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$223M -$6.5M -280,623 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$119M +$30.7M +1,327,222 +32%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$45.8M +$1.55M +66,761 +3%
Wealthfront Advisers
4
Wealthfront Advisers
California
$22.4M +$2.66M +114,744 +13%
Jane Street
5
Jane Street
New York
$19.3M +$19.6M +846,154 +2,126%
Citadel Advisors
6
Citadel Advisors
Florida
$13.7M +$12.8M +551,423 +713%
Fisher Asset Management
7
Fisher Asset Management
Washington
$13.2M +$1.09M +47,057 +8%
AA
8
Acorns Advisers
California
$11.8M +$1.62M +69,791 +15%
Creative Planning
9
Creative Planning
Kansas
$10.7M +$995K +42,981 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.32M +$2.05M +88,367 +26%
Betterment LLC
11
Betterment LLC
New York
$8.67M
I
12
IMPACTfolio
Colorado
$6.81M +$1.3K +56 +0%
Bank of America
13
Bank of America
North Carolina
$6.59M -$96.7K -4,174 -1%
UBS Group
14
UBS Group
Switzerland
$6.2M -$1.74M -74,926 -21%
PAS
15
Park Avenue Securities
New York
$5.99M +$2.09M +90,246 +49%
LPL Financial
16
LPL Financial
California
$5.79M +$898K +38,790 +17%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.48M +$1.38M +59,526 +31%
OMC
18
Old Mission Capital
Illinois
$5.26M +$3.33M +143,650 +147%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.53M -$38.6K -1,666 -0.8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.46M +$322K +13,903 +7%
BCM
21
Brookstone Capital Management
Illinois
$4.12M -$1.43M -61,676 -24%
Wells Fargo
22
Wells Fargo
California
$3.93M +$675K +29,130 +19%
Morgan Stanley
23
Morgan Stanley
New York
$3.75M +$421K +18,167 +12%
EB
24
Eastern Bank
Massachusetts
$3.57M +$86.8K +3,750 +2%
LRWA
25
Long Run Wealth Advisors
New York
$2.62M +$165K +7,128 +6%

SUSC Hedge Fund Activity: Q3 2022 in Review

170 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2022, worth a combined $644M — up 3.6% from $621M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SUSC positions and 8 closed out — a net gain of 16 holders — while 97 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $30.7M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 170 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2022, up from 155 in Q2 2022.
  • Funds reported $644M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2022, up 3.6% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2022 and 8 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $30.7M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2022 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.