SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Overview Fund Activity

290 hedge funds and large institutions have $664M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 15 closing their positions.

Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
3.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
123
Reduced
105
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFASL
1
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M
2
I
2
IMPACTfolio
Colorado
$5.87M
3
EWA
3
EP Wealth Advisors
California
$11.8M
4
FTUS
4
Flow Traders U.S.
New York
$1.73M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.37M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$77.7M
3
FCM
3
Fortis Capital Management
Washington
$0
4
SG
4
Stanich Group
New York
$0
5
EB
5
Eastern Bank
Massachusetts
$381K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$77.7M 3,085,549 -132,693 -4%
LPL Financial
2
LPL Financial
California
$28.1M 1,117,604 +32,821 +3%
Morgan Stanley
3
Morgan Stanley
New York
$24.3M 965,816 -28,448 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.8M 943,705 +14,914 +2%
Ameriprise
5
Ameriprise
Minnesota
$20.3M 779,912 +28,670 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.3M 685,807 -71,427 -9%
AA
7
Acorns Advisers
California
$14.8M 588,958 -95,439 -14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.7M 544,185 -44,549 -8%
Wells Fargo
9
Wells Fargo
California
$12.9M 513,122 +9,811 +2%
MWM
10
Modera Wealth Management
New Jersey
$12.5M 497,791 -872 -0.2%
WANY
11
Wealthspire Advisors (New York)
New York
$12.1M 479,307 +9,075 +2%
EWA
12
EP Wealth Advisors
California
$11.8M 469,430 +96,783 +26%
LFASL
13
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M 457,113 +218,161 +91%
UBS Group
14
UBS Group
Switzerland
$11.3M 448,189 -2,111 -0.5%
SC
15
Savant Capital
Illinois
$11.2M 445,745 +16,418 +4%
AF
16
Allworth Financial
California
$10.8M 430,701 +9,423 +2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$10.5M 416,825 +493 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$10.1M 400,115 -259,913 -39%
FF
19
Francis Financial
$9.91M 393,692 -9,731 -2%
PWM
20
Perigon Wealth Management
California
$9.88M 392,712 +9,259 +2%
Mariner
21
Mariner
Kansas
$9.62M 382,178 +772 +0.2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$9.37M 372,356 +43,796 +13%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$9.33M 370,847 -12,262 -3%
DJSG
24
D.J. St. Germain
Massachusetts
$9.09M 361,197 +15,199 +4%
MIA
25
Milestone Investment Advisors
Wisconsin
$8.98M 356,898 +28,358 +9%
1
2 3 4 5