ISHARES ESG AWARE USD CORPOR (SUSC) Institutional Ownership Changes & 13F Activity

ISHARES ESG AWARE USD CORPOR (SUSC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Mercer Global Advisors Inc, Betterment Llc, Acorns Advisers, Llc, and United Capital Financial Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-9,040-13.8%56,259$1.30MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-21,352-29.0%52,256$1.21MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+1,699+10.9%17,344$401.54KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+6,280+32.6%25,528$591.00KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+196,872+108.8%377,815$8.75MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+5,995+15.6%44,530$1.03MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,964+20.0%11,800$273.19KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+39,291+128.5%69,877$1.62MQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+9,3429,342$216.28KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-62,277-29.6%148,123$3.43MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-46,774-21.0%176,209$4.08MQ2 2026Aug 17, 2026
Blue Edge Capital, LlcBuy+15,56515,565$360.35KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,872+27.6%8,666$200.64KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,625,1011,625,101$37.60MQ2 2026Aug 14, 2026
Betterment LlcBuy+107,768+6.8%1,701,109$39.38MQ2 2026Aug 14, 2026
Acorns Advisers, LlcBuy+63,858+6.2%1,092,474$25.29MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+50,204+10.8%515,182$11.93MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+48,95048,950$1.13MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-31,149-12.8%212,037$4.92MQ2 2026Aug 14, 2026
Hsbc Holdings PlcBuy+26,000+35.9%98,495$2.28MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-23,933-7.5%296,316$6.86MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+20,789+5.4%404,070$9.35MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-20,088-37.0%34,187$791.48KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-13,413-18.0%61,304$1.42MQ2 2026Aug 14, 2026
Davis Wealth Advisors, LlcSell-13,109-13.1%86,847$2.01MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+11,837+32.2%48,543$1.13MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+10,675+3.9%283,494$6.56MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+10,19010,190$235.91KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,573+10.0%83,239$1.93MQ2 2026Aug 14, 2026
&PartnersSell-7,414-18.0%33,848$783.42KQ2 2026Aug 14, 2026
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Frequently asked questions about SUSC activity

  • Which institutional owners are buying SUSC?

    Institutional owners buying SUSC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SUSC activity?

    "Buy" means an investor increased their reported position in SUSC compared to the prior reporting period. This reflects growing exposure to ISHARES ESG AWARE USD CORPOR (SUSC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SUSC increasing?

    Institutional interest in SUSC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.