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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
SUSB
312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
188% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 16
184% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 58
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
10% more capital invested
Capital invested by funds: $665M → $731M (+$66.4M)
9% more funds holding
Funds holding: 287 → 312 (+25)
3.8% more ownership
Funds ownership: 70.02% → 73.82% (+3.8%)
Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$11.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.84M |
| 3 |
Goldman Sachs
New York
|
+$8.58M |
| 4 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$6.57M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.12M |
Top Sellers
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
-$11.2M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$960K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$878K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
326
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$3.25K | -129 | Closed |
|
|
RCM
327
Raleigh Capital Management
Cary,
North Carolina
| – | -$730 | -29 | Closed |
|
328
BNP Paribas Financial Markets
Paris,
France
| – | -$453 | -18 | Closed |
|