iShares ESG Aware USD Corporate Bond ETF
SUSC
195 hedge funds and large institutions have $749M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 38 reducing their positions, and 16 closing their positions.
679% more capital inflows, than outflows
Capital inflows: $190M | Capital outflows: $24.4M
182% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 38
113% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 16
7% more funds holding
Funds holding: 182 → 195 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.38% less ownership
Funds ownership: 70.77% → 70.39% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$76.5M |
| 2 |
Savant Capital
Rockford,
Illinois
|
+$14.9M |
| 3 |
BlackRock
New York
|
+$11.8M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.8M |
| 5 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$8.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.22M |
| 3 |
Jane Street
New York
|
-$1.32M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.26M |
| 5 |
Long Run Wealth Advisors
Lake Placid,
New York
|
-$1.26M |
SUSC Hedge Fund Activity: Q1 2023 in Review
195 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2023, worth a combined $749M — up 31% from $573M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SUSC positions and 16 closed out — a net gain of 18 holders — while 107 added to existing stakes and 38 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $76.5M. The largest seller was Ameriprise, cutting an estimated $10.7M.
- 195 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2023, up from 182 in Q4 2022.
- Funds reported $749M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2023, up 31% quarter-over-quarter.
- 34 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2023 and 16 closed out, a net change of +18 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $76.5M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2023 was Ameriprise, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2023.