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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
241
Holders Change
-7
Holders Change %
-2.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
76
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.62M
2
FPF
First Pacific Financial
Washington
+$8.55M
3
DWM
Destination Wealth Management
California
+$3.93M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.86M
5
Wells Fargo
Wells Fargo
California
+$3.77M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$15.5M
3
Jane Street
Jane Street
New York
-$6.7M
4
PAG
Private Advisor Group
New Jersey
-$4.4M
5
OMC
Old Mission Capital
Illinois
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
251
Capital CS Group
California
– -$389K -15,176 Closed
AWM
252
AE Wealth Management
Kansas
– -$349K -13,597 Closed
Citadel Advisors
253
Citadel Advisors
Florida
– -$277K -10,801 Closed
UL
254
Unionview LLC
Washington
– -$269K -10,499 Closed
SWM
255
SigFig Wealth Management
California
– -$252K -9,848 Closed
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
– -$243K -9,465 Closed
FAIM
257
Financial Advocates Investment Management
Washington
– -$948K -8,976 Closed
APW
258
Austin Private Wealth
Texas
– -$229K -8,933 Closed
AG
259
Ascent Group
Virginia
– -$227K -8,928 Closed
SB
260
Strategic Blueprint
Georgia
– -$215K -8,363 Closed
UCFA
261
United Capital Financial Advisors
Texas
– -$212K -8,258 Closed
MWM
262
Mattern Wealth Management
Kansas
– -$211K -8,244 Closed
SCA
263
Snowden Capital Advisors
New York
– -$115K -4,507 Closed
GIA
264
Goodwin Investment Advisory
Georgia
– -$91.3K -3,637 -100%
WFA
265
Wells Financial Advisors
Massachusetts
– -$83K -3,242 Closed
GWM
266
Geneos Wealth Management
Colorado
– -$58K -2,272 Closed
AWA
267
Amplius Wealth Advisors
Pennsylvania
– -$48K -1,897 Closed
FHA
268
First Horizon Advisors
Tennessee
– -$46K -1,861 Closed
PCG
269
Private Capital Group
Connecticut
– -$18K -697 Closed
LFG
270
Leverty Financial Group
Wisconsin
– -$13K -545 Closed
SFM
271
Signet Financial Management
New Jersey
– -$13K -500 Closed
CA
272
CoreCap Advisors
Michigan
– -$9K -365 Closed
ACM
273
Absolute Capital Management
Pennsylvania
– -$5.44K -212 Closed
MP
274
McDonald Partners
Ohio
– -$5.44K -212 Closed
Fidelity Investments
275
Fidelity Investments
Massachusetts
– -$5.07K -202 -100%
8 9 10
11
12

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.