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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more capital invested

Capital invested by funds: $547M → $617M (+$69.7M)

7% more funds holding

Funds holding: 246 → 264 (+18)

6.93% more ownership

Funds ownership: 64.38% → 71.31% (+6.9%)

11% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 101

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$5.88M
3
PWM
Perigon Wealth Management
California
+$4.17M
4
OMC
Old Mission Capital
Illinois
+$4.06M
5
Northern Trust
Northern Trust
Illinois
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
PO
Private Ocean
California
-$6.66M
2
AI
Atria Investments
North Carolina
-$2.49M
3
UBS Group
UBS Group
Switzerland
-$2.22M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$7.83K +$7.67K +320 New
PCM
252
Penserra Capital Management
California
$7K +$7.29K +304 New
SPIA
253
Steward Partners Investment Advisory
New York
$6.51K – – –
VAG
254
VisionPoint Advisory Group
Texas
$5.7K +$5.58K +233 New
National Bank of Canada
255
National Bank of Canada
Quebec, Canada
$4.89K – – –
PA
256
Parallel Advisors
California
$4.18K +$72 +3 +2%
CMP
257
Coston McIsaac & Partners
Maine
$4K -$18.5K -771 -83%
GRP
258
Global Retirement Partners
California
$3.19K +$1.41K +59 +83%
TRCT
259
Tower Research Capital (TRC)
New York
$2.94K +$2.88K +120 New
PAI
260
Pittenger & Anderson Inc
Nebraska
$2.57K +$144 +6 +6%
BNP Paribas Financial Markets
261
BNP Paribas Financial Markets
France
$2.35K +$2.3K +96 New
BWL
262
Bogart Wealth LLC
Virginia
$1.89K – – –
IGWM
263
ICA Group Wealth Management
Colorado
$1.76K +$1.73K +72 New
WCM
264
Winthrop Capital Management
Indiana
$1K +$983 +41 New
Fidelity Investments
265
Fidelity Investments
Massachusetts
$52 – – –
AI
266
Atria Investments
North Carolina
– -$2.49M -104,705 Closed
CF
267
Cantor Fitzgerald
New York
– -$1.04M -43,744 Closed
Citadel Advisors
268
Citadel Advisors
Florida
– -$779K -32,770 Closed
MMA
269
Miracle Mile Advisors
California
– -$557K -23,445 Closed
AAS
270
Ameritas Advisory Services
Nebraska
– -$449K -18,906 Closed
SPC
271
Sigma Planning Corp
Michigan
– -$290K -12,209 Closed
MA
272
MONECO Advisors
Connecticut
– -$260K -10,942 Closed
WCFA
273
Walkner Condon Financial Advisors
Wisconsin
– -$242K -10,178 Closed
AGA
274
Arkos Global Advisors
Texas
– -$226K -9,513 Closed
VHAM
275
Van Hulzen Asset Management
California
– -$220K -9,267 Closed
8 9 10
11
12

SUSB Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2023, worth a combined $617M — up 13% from $547M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SUSB positions and 20 closed out — a net gain of 20 holders — while 90 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28M. The largest seller was Private Ocean, cutting an estimated $6.66M.

  • 264 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $617M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2023 and 20 closed out, a net change of +20 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2023 was Private Ocean, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2023.