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

76 hedge funds and large institutions have $130M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 7

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

19% more funds holding

Funds holding: 64 → 76 (+12)

8% more capital invested

Capital invested by funds: $120M → $130M (+$10.2M)

17.04% less ownership

Funds ownership: 118.7% → 101.66% (-17%)

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
39
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.97M
2
Jane Street
Jane Street
New York
+$1.09M
3
Citadel Advisors
Citadel Advisors
Florida
+$805K
4
BMM
Buffington Mohr McNeal
Idaho
+$678K
5
Wells Fargo
Wells Fargo
California
+$598K

Top Sellers

1
AI
Atria Investments
North Carolina
-$1.69M
2
RCAG
Rehmann Capital Advisory Group
Michigan
-$1.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$320K
4
UCFA
United Capital Financial Advisors
Texas
-$320K
5
SI
SimpliFi Inc
California
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
26
Arkos Global Advisors
Texas
$596K +$52.5K +2,072 +10%
IFAM
27
Institutional & Family Asset Management
Colorado
$560K -$6.52K -257 -1%
BIA
28
Bigelow Investment Advisors
Maine
$558K +$281K +11,060 +102%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$546K +$310K +12,207 +132%
EFSCE
30
Enterprise Financial Services Corp (EFSC)
Missouri
$542K +$1.93K +76 +0.4%
IFWM
31
Institute for Wealth Management
Colorado
$510K – – –
HPC
32
HM Payson & Co
Maine
$475K +$188K +7,410 +66%
AI
33
Atria Investments
North Carolina
$459K -$1.69M -66,824 -79%
NA
34
Nottingham Advisors
New York
$386K +$24K +945 +7%
PP
35
PDS Planning
Ohio
$381K +$1.75K +69 +0.5%
AG
36
Advisor Group
Arizona
$373K +$301K +11,855 +422%
CFIA
37
Cantor Fitzgerald Investment Advisors
New York
$372K +$91.8K +3,618 +33%
AIP
38
Ameritas Investment Partners
Nebraska
$364K +$157K +6,179 +76%
WS
39
Wedbush Securities
California
$357K +$356K +14,041 New
MML Investors Services
40
MML Investors Services
Massachusetts
$328K -$125K -4,924 -28%
WT
41
Whittier Trust
California
$326K -$130K -5,140 -29%
BPA
42
Beacon Pointe Advisors
California
$318K -$108K -4,242 -25%
Ameriprise
43
Ameriprise
Minnesota
$310K +$309K +12,200 New
MIS
44
Morningstar Investment Services
Illinois
$288K +$287K +11,317 New
AFA
45
Arlington Financial Advisors
California
$271K +$58.5K +2,305 +28%
SPIA
46
Steward Partners Investment Advisory
New York
$254K +$101K +4,000 +67%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$242K +$26.6K +1,050 +12%
SDWMA
48
Schneider Downs Wealth Management Advisors
Pennsylvania
$229K +$18.9K +744 +9%
MWM
49
Mascoma Wealth Management
New Hampshire
$210K +$35.7K +1,409 +21%
LSCM
50
LaSalle Street Capital Management
Illinois
$207K – – –
1
2
3 4

SUSB Hedge Fund Activity: Q3 2019 in Review

76 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2019, worth a combined $130M — up 8.5% from $120M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SUSB positions and 4 closed out — a net gain of 12 holders — while 39 added to existing stakes and 7 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $1.97M. The largest seller was Atria Investments, cutting an estimated $1.69M.

  • 76 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2019, up from 64 in Q2 2019.
  • Funds reported $130M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2019, up 8.5% quarter-over-quarter.
  • 16 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2019 and 4 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $1.97M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2019 was Atria Investments, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2019.