Who Owns iShares ESG Aware USD Corporate Bond ETF (SUSC)?Hedge Fund & Institutional Holders

$22.99-0.06 (-0.26%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.2100086265710007e+210T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$22.42$22.80$23.17$23.55$23.92Aug 24Jun 25Mar 26

SUSC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+9.5M+$221.0M
Wealthfront Advisers LLCNew Position+3.7M+$86.3M
Envestnet Portfolio Solutions, Inc.New Position+2.1M+$49.0M
PARK AVENUE SECURITIES LLCNew Position+731K+$17.1M
CWM, LLCNew Position+666K+$15.6M
One Wealth Advisors, LLCNew Position+315K+$7.4M
Bank of New York Mellon CorpNew Position+352K+$7.0M
Avise Financial Cooperative, Inc.New Position+286K+$6.7M
Sanctuary Advisors, LLCNew Position+268K+$6.2M
Perigon Wealth Management, LLCNew Position+251K+$5.9M
Invera Wealth Advisors, LLCNew Position+236K+$5.5M
Janney Montgomery Scott LLCNew Position+254K+$5.0M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+248K+$5.0M
Horst & Graben Wealth Management LLCNew Position+201K+$4.7M
Colorado Capital Management, Inc.New Position+195K+$4.6M

SUSC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-6K-$19.8B
ROYAL BANK OF CANADADecreased-187K-$10.9B
WELLS FARGO & COMPANY/MNDecreased-11K-$10.0B
Stanich Group LLCClosed Position-236K-$5.6B
OSAIC HOLDINGS, INC.Decreased-71K-$3.6B
Rossby Financial, LCCDecreased-5K-$2.9B
Allworth Financial LPDecreased-1K-$2.9B
BARINGS LLCDecreased-31K-$2.9B
Vontobel Holding Ltd.Closed Position-78K-$1.8B
HSBC HOLDINGS PLCDecreased-1K-$1.6B
Affinity Capital Advisors, LLCDecreased-4K-$1.4B
One Capital Management, LLCDecreased-3K-$1.2B
&PARTNERSDecreased-1K-$935.8M
Focus Partners Advisor Solutions, LLCDecreased-15K-$933.0M
Schneider Downs Wealth Management Advisors, LPDecreased-1K-$915.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ENVESTNET ASSET MANAGEMENT INC9,462,243$221.0M0.07%Share
2Wealthfront Advisers LLC3,688,991$86.3M0.19%Share
3LPL Financial LLC3,078,744$71.0M0.02%Share
4Envestnet Portfolio Solutions, Inc.2,119,098$49.0M0.17%Share
5JPMORGAN CHASE & CO1,677,147$39.0M0.00%Share
6AMERIPRISE FINANCIAL INC1,643,866$38.0M0.01%Share
7Betterment LLC1,602,126$37.5M0.07%Share
8JPMORGAN CHASE & CO1,388,599$32.0M0.00%Share
9Creative Planning1,231,406$28.0M0.02%Share
10Acorns Advisers, LLC1,020,943$23.9M0.18%Share
11JPMORGAN CHASE & CO1,025,030$23.0M0.00%Share
12Cetera Investment Advisers921,972$21.0M0.02%Share
13FMR LLC930,497$21.0M0.00%Share
14MORGAN STANLEY835,544$19.0M0.00%Share
15Fisher Asset Management, LLC794,901$18.0M0.01%Share
16PARK AVENUE SECURITIES LLC730,645$17.1M0.14%Share
17CWM, LLC666,110$15.6M0.04%Share
18IMPACTfolio, LLC572,800$13.4M5.62%Share
19MML INVESTORS SERVICES, LLC457,943$10.0M0.02%Share
20UBS Group AG404,033$9.4M0.00%Share
21JPMORGAN CHASE & CO368,819$8.0M0.00%Share
22Financial Engines Advisors L.L.C.317,858$7.4M0.01%Share
23One Wealth Advisors, LLC315,145$7.4M0.90%Share
24ASSETMARK, INC304,499$7.1M0.01%Share
25Avise Financial Cooperative, Inc.286,204$6.7M6.03%Share
26BANK OF AMERICA CORP /DE/291,599$6.0M0.00%Share
27Cambridge Investment Research Advisors, Inc.270,039$6.0M0.02%Share
28Perigon Wealth Management, LLC250,916$5.9M0.10%Share
29Invera Wealth Advisors, LLC235,976$5.5M3.49%Share
30RAYMOND JAMES FINANCIAL INC233,963$5.0M0.00%Share
31ROYAL BANK OF CANADA256,543$5.0M0.00%Share
32THRIVENT FINANCIAL FOR LUTHERANS237,153$5.0M0.01%Share
33Janney Montgomery Scott LLC253,850$5.0M0.01%Share
34Bank of New York Mellon Corp241,729$5.0M0.00%Share
35Horst & Graben Wealth Management LLC201,097$4.7M0.71%Share
36Colorado Capital Management, Inc.194,916$4.6M1.71%Share
37Composition Wealth, LLC178,543$4.2M0.06%Share
38Sharkey, Howes & Javer177,662$4.2M0.53%Share
39Legacy Edge Advisors, LLC171,611$4.0M0.44%Share
40FLPUTNAM INVESTMENT MANAGEMENT CO210,156$4.0M0.06%Share
41Equitable Holdings, Inc.204,905$4.0M0.03%Share
42WELLS FARGO & COMPANY/MN201,215$4.0M0.00%Share
43UNITED CAPITAL FINANCIAL ADVISORS, LLC211,893$4.0M0.02%Share
44COMMONWEALTH EQUITY SERVICES, LLC203,701$4.0M0.01%Share
45RAYMOND JAMES FINANCIAL INC171,477$4.0M0.00%Share
46OneDigital Investment Advisors LLC188,949$4.0M0.04%Share
47WESBANCO BANK INC157,393$3.7M0.10%Share
48Long Run Wealth Advisors, LLC156,770$3.7M0.69%Share
49Klaas Financial Asset Advisors, LLC149,517$3.5M0.51%Share
50WELLS FARGO & COMPANY/MN137,384$3.0M0.00%Share

SUSC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025297$1.1B+145
Q3 2025152$502.0B-82
Q2 2025234$816.6B-25
Q1 2025259$816.9B+34
Q4 2024225$38.8T+56
Q3 2024169$538.0T-5
Q2 2024174$494.0T+6
Q1 2024168$471.9T—

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As of Q4 2025, 50 institutional investors hold SUSC (iShares ESG Aware USD Corporate Bond ETF). The largest holder is ENVESTNET ASSET MANAGEMENT INC with $221.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SUSC?

As of Q4 2025, 50 institutional investors report holding SUSC (iShares ESG Aware USD Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of SUSC?

The largest institutional holder of SUSC is ENVESTNET ASSET MANAGEMENT INC with $221.0M in shares.

Is institutional ownership of SUSC increasing or decreasing?

This quarter, 15 institutions opened new positions in SUSC and 2 closed their positions.