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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -9,040 | -13.8% | 56,259 | $1.30M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -21,352 | -29.0% | 52,256 | $1.21M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +1,699 | +10.9% | 17,344 | $401.54K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +6,280 | +32.6% | 25,528 | $591.00K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +196,872 | +108.8% | 377,815 | $8.75M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +5,995 | +15.6% | 44,530 | $1.03M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +1,964 | +20.0% | 11,800 | $273.19K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +39,291 | +128.5% | 69,877 | $1.62M | Q2 2026 | Aug 18, 2026 |
| Capasso Planning Partners Llc | Buy | +9,342 | — | 9,342 | $216.28K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -62,277 | -29.6% | 148,123 | $3.43M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -46,774 | -21.0% | 176,209 | $4.08M | Q2 2026 | Aug 17, 2026 |
| Blue Edge Capital, Llc | Buy | +15,565 | — | 15,565 | $360.35K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +1,872 | +27.6% | 8,666 | $200.64K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,625,101 | — | 1,625,101 | $37.60M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +107,768 | +6.8% | 1,701,109 | $39.38M | Q2 2026 | Aug 14, 2026 |
| Acorns Advisers, Llc | Buy | +63,858 | +6.2% | 1,092,474 | $25.29M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +50,204 | +10.8% | 515,182 | $11.93M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +48,950 | — | 48,950 | $1.13M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -31,149 | -12.8% | 212,037 | $4.92M | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Buy | +26,000 | +35.9% | 98,495 | $2.28M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -23,933 | -7.5% | 296,316 | $6.86M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +20,789 | +5.4% | 404,070 | $9.35M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -20,088 | -37.0% | 34,187 | $791.48K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -13,413 | -18.0% | 61,304 | $1.42M | Q2 2026 | Aug 14, 2026 |
| Davis Wealth Advisors, Llc | Sell | -13,109 | -13.1% | 86,847 | $2.01M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +11,837 | +32.2% | 48,543 | $1.13M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +10,675 | +3.9% | 283,494 | $6.56M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +10,190 | — | 10,190 | $235.91K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +7,573 | +10.0% | 83,239 | $1.93M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -7,414 | -18.0% | 33,848 | $783.42K | Q2 2026 | Aug 14, 2026 |
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.