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.
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)
12% less capital invested
Capital invested by funds: $652M → $573M (-$79.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.26M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.83M |
| 3 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$2.5M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.26M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$73M |
| 2 |
Jane Street
New York
|
-$16.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$13.2M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$8.12M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5M |
SUSC Hedge Fund Activity: Q4 2022 in Review
182 of the 6,237 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 12% from $652M 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 12% 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.