iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.
2.56% more ownership
Funds ownership: 64.2% → 66.76% (+2.6%)
2% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 106
7% less funds holding
Funds holding: 284 → 265 (-19)
10% less capital invested
Capital invested by funds: $610M → $549M (-$60.7M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
41% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 29
Top Buyers
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$48M |
| 2 |
FF
Francis Financial
|
+$8.21M |
| 3 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$5.34M |
| 4 |
Goldman Sachs
New York
|
+$3.72M |
| 5 |
Jane Street
New York
|
+$3.42M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.5M |
| 2 |
BlackRock
New York
|
-$11.9M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$8.29M |
| 4 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$4.68M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.81M |
SUSB Hedge Fund Activity: Q1 2023 in Review
265 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2023, worth a combined $549M — down 10% from $610M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of SUSB and 17 opened new positions — a net loss of 12 holders — while 106 trimmed existing stakes and 104 added.
The largest buyer was Summit Wealth Group, adding an estimated $48M. The largest seller was Envestnet Asset Management, cutting an estimated $25.5M.
- 265 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2023, down from 284 in Q4 2022.
- Funds reported $549M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2023, down 10% quarter-over-quarter.
- 17 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2023 and 29 closed out, a net change of -12 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $48M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $25.5M sold.
Based on aggregated 13F filings for Q1 2023.