iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 76
0.53% more ownership
Funds ownership: 63.85% → 64.38% (+0.53%)
5% less capital invested
Capital invested by funds: $573M → $547M (-$26M)
3% less funds holding
Funds holding: 253 → 246 (-7)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$15.8M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.75M |
| 3 |
LFASL
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
+$3.87M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.31M |
| 5 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$2.05M |
Top Sellers
| 1 |
Jane Street
New York
|
-$24.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.35M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.01M |
| 4 |
PO
Private Ocean
San Rafael,
California
|
-$2.96M |
| 5 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
-$1.25M |
SUSB Hedge Fund Activity: Q3 2023 in Review
246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2023, worth a combined $547M — down 4.5% from $573M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SUSB and 17 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 105 added.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $15.8M. The largest seller was Jane Street, cutting an estimated $24.2M.
- 246 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2023, down from 253 in Q2 2023.
- Funds reported $547M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2023, down 4.5% quarter-over-quarter.
- 17 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2023 and 20 closed out, a net change of -3 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $15.8M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $24.2M sold.
Based on aggregated 13F filings for Q3 2023.