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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

248 hedge funds and large institutions have $682M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 55

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $591M → $682M (+$90.4M)

14% more funds holding

Funds holding: 217248 (+31)

7.54% more ownership

Funds ownership: 56.57%64.11% (+7.5%)

Holders
248
Holders Change
+31
Holders Change %
+14.29%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
117
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$58K
IA
227
IFP Advisors
Florida
$55K +$824 +32 +1%
EIP
228
Ellis Investment Partners
Pennsylvania
$52K +$26 +1 +0%
MFA
229
McClarren Financial Advisors
Pennsylvania
$50K +$283 +11 +0.6%
AWA
230
Amplius Wealth Advisors
Pennsylvania
$48K +$48.9K +1,897 New
FHA
231
First Horizon Advisors
Tennessee
$46K +$6.75K +262 +16%
GC
232
Gould Capital
Washington
$43K +$42.9K +1,665 New
RIM
233
Rockbridge Investment Management
New York
$40K +$9.32K +362 +30%
APA
234
American Portfolios Advisors
New York
$31.6K -$12.3K -477 -28%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$30K +$9.74K +378 +48%
CCM
236
Covington Capital Management
California
$24K
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$19K +$19.3K +750 New
PCG
238
Private Capital Group
Connecticut
$18K -$17.4K -674 -49%
SFM
239
Signet Financial Management
New Jersey
$13K +$12.9K +500 New
LFG
240
Leverty Financial Group
Wisconsin
$13K +$14K +545 New
MFAM
241
M Financial Asset Management
Oregon
$11K
CA
242
CoreCap Advisors
Michigan
$9K +$9.4K +365 New
ACM
243
Absolute Capital Management
Pennsylvania
$5.44K +$5.46K +212 New
MP
244
McDonald Partners
Ohio
$5.44K +$5.46K +212 New
Fidelity Investments
245
Fidelity Investments
Massachusetts
$5K +$3.22K +125 +160%
GFPC
246
Global Financial Private Client
Florida
$2K
BWL
247
Bogart Wealth LLC
Virginia
$2K
CB
248
Community Bank
New York
$2K
PAI
249
Pittenger & Anderson Inc
Nebraska
$2K
Simplex Trading
250
Simplex Trading
Illinois
$2K +$2.32K +90 New

SUSB Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2021, worth a combined $682M — up 15% from $591M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SUSB positions and 13 closed out — a net gain of 36 holders — while 117 added to existing stakes and 55 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $35.1M.

  • 248 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $682M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 49 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2021 and 13 closed out, a net change of +36 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $33.5M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2021.