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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
SUSB
253 hedge funds and large institutions have $573M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
4% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 91
4% more capital invested
Capital invested by funds: $549M → $573M (+$23.7M)
2.91% less ownership
Funds ownership: 66.76% → 63.85% (-2.9%)
5% less funds holding
Funds holding: 265 → 253 (-12)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
27% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 30
Holders
253
Holders Change
-12
Holders Change %
-4.53%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
95
Reduced
91
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$48.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.2M |
| 3 |
PO
Private Ocean
San Rafael,
California
|
-$4.57M |
| 4 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$3.71M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
276
Centaurus Financial
Anaheim,
California
| – | -$107K | -4,461 | Closed |
|
|
FCA
277
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$39.7K | -1,652 | Closed |
|
|
TCWA
278
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$13.1K | -545 | Closed |
|
|
MFAM
279
M Financial Asset Management
Portland,
Oregon
| – | -$10K | -415 | Closed |
|
|
ACA
280
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$9.36K | -389 | Closed |
|
|
GFWA
281
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$4.86K | -202 | Closed |
|
282
Fidelity Investments
Boston,
Massachusetts
| – | -$120 | -5 | Closed |
|
|
MHR
283
Matthew Hamilton Rosenberg
| – | -$48 | -2 | Closed |
|