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iShares ESG Aware USD Corporate Bond ETF
SUSC

271 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 92

10% more funds holding

Funds holding: 247 → 271 (+24)

1.5% more ownership

Funds ownership: 81.23% → 82.74% (+1.5%)

3% less capital invested

Capital invested by funds: $948M → $922M (-$26.3M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
111
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.24M
3
Betterment LLC
Betterment LLC
New York
+$4.58M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.53M
5
AF
Allworth Financial
California
+$1.76M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.5M
2
B
Barings
North Carolina
-$6.87M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.11M
4
MIS
Morningstar Investment Services
Illinois
-$3.82M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M -$11.5M -495,590 -6%
JP Morgan Chase
2
JP Morgan Chase
New York
$77.8M +$6.24M +269,248 +9%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$57.5M -$3.35M -144,758 -5%
Wealthfront Advisers
4
Wealthfront Advisers
California
$54.1M -$213K -9,201 -0.4%
LPL Financial
5
LPL Financial
California
$39.5M +$13.1M +564,304 +48%
Ameriprise
6
Ameriprise
Minnesota
$38.4M -$1.49M -64,435 -4%
Betterment LLC
7
Betterment LLC
New York
$30.7M +$4.58M +197,589 +17%
B
8
Barings
North Carolina
$30M -$6.87M -296,533 -18%
Creative Planning
9
Creative Planning
Kansas
$24.6M +$1.75M +75,564 +8%
Morgan Stanley
10
Morgan Stanley
New York
$24.3M -$66.9K -2,888 -0.3%
AA
11
Acorns Advisers
California
$23.7M +$1.61M +69,714 +7%
Fisher Asset Management
12
Fisher Asset Management
Washington
$20.1M +$1.15M +49,848 +6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$13.5M -$573K -24,740 -4%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$12.6M -$4.11M -177,352 -24%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$11.9M +$2.53M +109,279 +26%
PAS
16
Park Avenue Securities
New York
$11.8M -$1.06M -45,718 -8%
Wells Fargo
17
Wells Fargo
California
$9.51M +$394K +17,004 +4%
I
18
IMPACTfolio
Colorado
$9.29M +$495K +21,371 +6%
UBS Group
19
UBS Group
Switzerland
$9.2M -$1.03M -44,491 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.22M +$903K +38,978 +12%
MML Investors Services
21
MML Investors Services
Massachusetts
$7.95M -$1.32M -56,936 -14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.22M -$241K -10,389 -3%
Bank of America
23
Bank of America
North Carolina
$6.9M -$613K -26,486 -8%
Financial Engines Advisors
24
Financial Engines Advisors
California
$6.55M +$169K +7,293 +3%
OWA
25
One Wealth Advisors
California
$6.51M -$694K -29,965 -9%
1
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SUSC Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2024, worth a combined $922M — down 2.8% from $948M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SUSC positions and 20 closed out — a net gain of 28 holders — while 111 added to existing stakes and 92 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Envestnet Asset Management, cutting an estimated $11.5M.

  • 271 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2024, up from 247 in Q3 2024.
  • Funds reported $922M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2024 and 20 closed out, a net change of +28 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $13.1M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2024.