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

38 hedge funds and large institutions have $30M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

27% more funds holding

Funds holding: 30 → 38 (+8)

18% more capital invested

Capital invested by funds: $25.3M → $30M (+$4.66M)

2.62% less ownership

Funds ownership: 60.56% → 57.94% (-2.6%)

Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
15
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Alexandria Capital
Virginia
+$964K
2
CNBT
Canandaigua National Bank & Trust
New York
+$570K
3
B
Bailard
California
+$540K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$472K
5
GI
Gradient Investments
Minnesota
+$441K

Top Sellers

1
Jane Street
Jane Street
New York
-$964K
2
Morgan Stanley
Morgan Stanley
New York
-$835K
3
RCS
Retirement Capital Strategies
California
-$249K
4
LSCM
LaSalle Street Capital Management
Illinois
-$200K
5
GRP
Global Retirement Partners
California
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
26
Financial Architects (New Jersey)
New Jersey
$128K +$22K +900 +21%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$124K +$34.2K +1,400 +38%
FCA
28
FinTrust Capital Advisors
South Carolina
$124K +$124K +5,083 New
AF
29
Advisornet Financial
Minnesota
$66K +$66K +2,700 New
LFA
30
Legacy Financial Advisors
Kentucky
$55K +$2.1K +86 +4%
CI
31
CX Institutional
Indiana
$28K – – –
GWM
32
Geneos Wealth Management
Colorado
$22K – – –
Citigroup
33
Citigroup
New York
$20K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$15K +$147 +6 +1%
LFG
35
LifePlan Financial Group
Ohio
$12K +$12K +492 New
AG
36
Advisor Group
Arizona
$11K – – –
BlackRock
37
BlackRock
New York
$6K +$244 +10 +4%
UB
38
UMB Bank
Missouri
$500 -$10K -411 -2%
Jane Street
39
Jane Street
New York
– -$964K -39,245 Closed
RCS
40
Retirement Capital Strategies
California
– -$249K -10,151 Closed
LSCM
41
LaSalle Street Capital Management
Illinois
– -$200K -8,147 Closed
GRP
42
Global Retirement Partners
California
– -$112K -4,544 Closed
SPIA
43
Steward Partners Investment Advisory
New York
– -$8K -324 Closed
1
2

SUSB Hedge Fund Activity: Q4 2018 in Review

38 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2018, worth a combined $30M — up 18% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SUSB positions and 5 closed out — a net gain of 9 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was Alexandria Capital, opening a new position worth an estimated $964K. The largest seller was Jane Street, exiting entirely with an estimated $964K sold.

  • 38 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2018, up from 30 in Q3 2018.
  • Funds reported $30M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2018, up 18% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2018 and 5 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2018 was Alexandria Capital, an estimated $964K added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2018 was Jane Street, an estimated $964K sold.

Based on aggregated 13F filings for Q4 2018.