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iShares ESG Aware USD Corporate Bond ETF
SUSC

182 hedge funds and large institutions have $573M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

7% more funds holding

Funds holding: 170 → 182 (+12)

1.44% more ownership

Funds ownership: 69.34% → 70.77% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less capital invested

Capital invested by funds: $644M → $573M (-$71.2M)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% 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
31
Increased
72
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.26M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.83M
3
OWA
One Wealth Advisors
California
+$2.5M
4
ASN
Advisory Services Network
Georgia
+$2.26M
5
CAN
Cetera Advisor Networks
California
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$73M
2
Jane Street
Jane Street
New York
-$16.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$8.12M
5
OMC
Old Mission Capital
Illinois
-$5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$153M -$73M -3,300,956 -33%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$119M -$3.25M -147,013 -3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$38.7M -$8.12M -367,322 -17%
Wealthfront Advisers
4
Wealthfront Advisers
California
$24.7M +$1.75M +79,002 +8%
Fisher Asset Management
5
Fisher Asset Management
Washington
$14.7M +$1.1M +49,556 +8%
AA
6
Acorns Advisers
California
$13.7M +$1.65M +74,474 +14%
Creative Planning
7
Creative Planning
Kansas
$11.6M +$599K +27,063 +5%
Betterment LLC
8
Betterment LLC
New York
$9.97M +$1.61M +72,789 +19%
Morgan Stanley
9
Morgan Stanley
New York
$9.14M +$5.26M +237,929 +138%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.98M -$554K -25,058 -6%
PI
11
PFS Investments
Georgia
$7.71M -$363K -16,421 -5%
UBS Group
12
UBS Group
Switzerland
$7.3M +$948K +42,869 +15%
LPL Financial
13
LPL Financial
California
$6.89M +$955K +43,169 +16%
I
14
IMPACTfolio
Colorado
$6.86M -$110K -4,991 -2%
Wells Fargo
15
Wells Fargo
California
$5.98M +$1.94M +87,679 +49%
Bank of America
16
Bank of America
North Carolina
$5.95M -$794K -35,895 -12%
PAS
17
Park Avenue Securities
New York
$5.89M -$235K -10,607 -4%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.53M -$81.8K -3,697 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.27M +$694K +31,379 +15%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.09M +$3.83M +172,987 +313%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.42M -$215K -9,727 -5%
EB
22
Eastern Bank
Massachusetts
$3.56M -$89.2K -4,032 -2%
Jane Street
23
Jane Street
New York
$3.52M -$16.1M -728,135 -82%
LRWA
24
Long Run Wealth Advisors
New York
$3.24M +$559K +25,277 +21%
AWS
25
Atria Wealth Solutions
New York
$2.62M +$44.1K +1,994 +2%
1
2 3 4 5

SUSC Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2022, worth a combined $573M — down 11% from $644M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SUSC positions and 17 closed out — a net gain of 14 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.26M. The largest seller was Ameriprise, cutting an estimated $73M.

  • 182 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2022, up from 170 in Q3 2022.
  • Funds reported $573M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2022, down 11% quarter-over-quarter.
  • 31 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2022 and 17 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2022 was Morgan Stanley, an estimated $5.26M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2022 was Ameriprise, an estimated $73M sold.

Based on aggregated 13F filings for Q4 2022.