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iShares ESG Aware USD Corporate Bond ETF

263 hedge funds and large institutions have $927M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $922M → $927M (+$5.06M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 82.74%81.98% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

3% less funds holding

Funds holding: 271263 (-8)

Holders
263
Holders Change
-8
Holders Change %
-2.95%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
100
Reduced
105
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$172M -$210K -9,166 -0.1%
JP Morgan Chase
2
JP Morgan Chase
New York
$84.6M +$5.61M +245,008 +7%
Wealthfront Advisers
3
Wealthfront Advisers
California
$60.3M +$5.32M +232,552 +10%
LPL Financial
4
LPL Financial
California
$44M +$3.85M +168,205 +10%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$43.8M -$14.5M -632,939 -25%
Ameriprise
6
Ameriprise
Minnesota
$39.7M +$659K +28,806 +2%
Betterment LLC
7
Betterment LLC
New York
$28.5M -$2.6M -113,552 -8%
Creative Planning
8
Creative Planning
Kansas
$25.8M +$849K +37,089 +3%
AA
9
Acorns Advisers
California
$24.6M +$522K +22,826 +2%
B
10
Barings
North Carolina
$23.3M -$7.08M -309,582 -23%
Fisher Asset Management
11
Fisher Asset Management
Washington
$22.8M +$2.32M +101,533 +11%
Morgan Stanley
12
Morgan Stanley
New York
$22.4M -$2.22M -97,238 -9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$14.9M +$1.2M +52,516 +9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$13.6M +$1.49M +65,006 +12%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$12.4M -$372K -16,257 -3%
PAS
16
Park Avenue Securities
New York
$11.8M -$175K -7,640 -1%
I
17
IMPACTfolio
Colorado
$10.3M +$901K +39,394 +10%
Wells Fargo
18
Wells Fargo
California
$9.52M -$129K -5,642 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.16M +$802K +35,067 +10%
UBS Group
20
UBS Group
Switzerland
$8.68M -$646K -28,228 -7%
MML Investors Services
21
MML Investors Services
Massachusetts
$8.47M +$397K +17,344 +5%
Bank of America
22
Bank of America
North Carolina
$8.16M +$1.15M +50,163 +17%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.88M -$445K -19,453 -6%
Financial Engines Advisors
24
Financial Engines Advisors
California
$6.82M +$174K +7,602 +3%
OWA
25
One Wealth Advisors
California
$6.17M -$438K -19,125 -7%

SUSC Hedge Fund Activity: Q1 2025 in Review

263 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2025, worth a combined $927M — up 0.55% from $922M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 100 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.61M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $14.5M.

  • 263 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $927M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $5.61M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.