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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

3% more funds holding

Funds holding: 244251 (+7)

1.75% more ownership

Funds ownership: 59.35%61.1% (+1.7%)

1% less capital invested

Capital invested by funds: $563M → $555M (-$7.6M)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
226
TrustCore Financial Services
Tennessee
$45K -$192 -8 -0.4%
GC
227
Gould Capital
Washington
$43K
JWM
228
Janiczek Wealth Management
Colorado
$36K +$9.38K +390 +34%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$30K -$625 -26 -2%
CCM
230
Covington Capital Management
California
$22K
CMP
231
Coston McIsaac & Partners
Maine
$21K -$14.5K -604 -40%
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$18K
CWA
233
Clearview Wealth Advisors
Oregon
$17K -$4.81K -200 -21%
VNA
234
Valley National Advisers
Pennsylvania
$16K +$16.9K +703 New
CFD
235
Creative Financial Designs
Indiana
$15K -$2K -83 -12%
APA
236
American Portfolios Advisors
New York
$12.3K -$4.88K -203 -28%
MFAM
237
M Financial Asset Management
Oregon
$10K
ACA
238
Aptus Capital Advisors
Alabama
$9K +$8.99K +374 New
PI
239
PFS Investments
Georgia
$8.01K -$474K -19,699 -5%
YAL
240
Your Advocates Ltd
Texas
$8K
DIP
241
DT Investment Partners
Pennsylvania
$7K +$6.95K +289 New
GRP
242
Global Retirement Partners
California
$6K -$6.49K -270 -50%
OLVIG
243
Oliver Lagore Vanvalin Investment Group
Michigan
$5K -$938 -39 -17%
BWL
244
Bogart Wealth LLC
Virginia
$2K
CB
245
Community Bank
New York
$2K
PAI
246
Pittenger & Anderson Inc
Nebraska
$2K
ACM
247
Absolute Capital Management
Pennsylvania
$1.57K +$1.61K +67 New
BBVA
248
Banco Bilbao Vizcaya Argentaria
Spain
-$31.3M -1,300,000 Closed
PL
249
Plancorp LLC
Missouri
-$3.1M -128,519 Closed
VCM
250
Vision Capital Management
Oregon
-$1.27M -52,573 Closed

SUSB Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2022, worth a combined $555M — down 1.4% from $563M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSB positions and 13 closed out — a net gain of 9 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46.3M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $31.3M sold.

  • 251 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2022, up from 244 in Q2 2022.
  • Funds reported $555M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2022, down 1.4% quarter-over-quarter.
  • 22 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2022 and 13 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2022 was Goldman Sachs, an estimated $46.3M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $31.3M sold.

Based on aggregated 13F filings for Q3 2022.