iShares ESG Aware USD Corporate Bond ETF
SUSC
242 hedge funds and large institutions have $856M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 15 closing their positions.
178% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 51
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
0% more funds holding
Funds holding: 241 → 242 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.01% less ownership
Funds ownership: 80.49% → 79.48% (-1%)
11% less capital invested
Capital invested by funds: $964M → $856M (-$109M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.3M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
+$11.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.51M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$6.15M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$148M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.4M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.03M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.32M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.22M |
SUSC Hedge Fund Activity: Q1 2024 in Review
242 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2024, worth a combined $856M — down 11% from $964M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SUSC positions and 15 closed out — a net gain of 8 holders — while 142 added to existing stakes and 51 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $29.3M. The largest seller was Ameriprise, cutting an estimated $148M.
- 242 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2024, up from 241 in Q4 2023.
- Funds reported $856M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2024 and 15 closed out, a net change of +8 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $29.3M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2024 was Ameriprise, an estimated $148M sold.
Based on aggregated 13F filings for Q1 2024.