SUSB icon

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

Overview Fund Activity

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$47.4M
2
WANY
2
Wealthspire Advisors (New York)
New York
$23.1M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.87M
5
LPL Financial
5
LPL Financial
California
$16.8M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$202K
2
AA
2
Alesco Advisors
New York
$245K
3
EFP
3
Elser Financial Planning
Indiana
$0
4
LRWA
4
Long Run Wealth Advisors
New York
$0
5
MG
5
Mather Group
Illinois
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
301
Bogart Wealth LLC
Virginia
– – -77 Closed
9 10 11 12
13