iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
241 hedge funds and large institutions have $618M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 34 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 76
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 248 → 241 (-7)
3.21% less ownership
Funds ownership: 64.11% → 60.9% (-3.2%)
9% less capital invested
Capital invested by funds: $682M → $618M (-$63.4M)
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.62M |
| 2 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$8.55M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$3.93M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.86M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$39.1M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$15.5M |
| 3 |
Jane Street
New York
|
-$6.7M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.4M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.02M |
SUSB Hedge Fund Activity: Q1 2022 in Review
241 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2022, worth a combined $618M — down 9.3% from $682M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of SUSB and 30 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 105 added.
The largest buyer was Morgan Stanley, adding an estimated $8.62M. The largest seller was Envestnet Asset Management, cutting an estimated $39.1M.
- 241 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2022, down from 248 in Q4 2021.
- Funds reported $618M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2022, down 9.3% quarter-over-quarter.
- 30 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2022 and 34 closed out, a net change of -4 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $8.62M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $39.1M sold.
Based on aggregated 13F filings for Q1 2022.