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

146 hedge funds and large institutions have $360M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

181% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more funds holding

Funds holding: 124 → 146 (+22)

17% more capital invested

Capital invested by funds: $307M → $360M (+$52.3M)

5.54% less ownership

Funds ownership: 75.28% → 69.74% (-5.5%)

Holders
146
Holders Change
+22
Holders Change %
+17.74%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
73
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PO
Private Ocean
California
+$6.67M
2
Ameriprise
Ameriprise
Minnesota
+$4.94M
3
Bank of America
Bank of America
North Carolina
+$4.33M
4
FI
FormulaFolio Investments
Michigan
+$4.25M
5
PI
PFS Investments
Georgia
+$3.44M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.53M
2
PP
Prudential plc
United Kingdom
-$2.35M
3
Jane Street
Jane Street
New York
-$1.64M
4
OMC
Old Mission Capital
Illinois
-$930K
5
PR
Payden & Rygel
California
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Savant Capital
Illinois
$2.73M +$452K +17,328 +20%
AFA
27
Arlington Financial Advisors
California
$2.49M +$327K +12,509 +15%
GI
28
Gradient Investments
Minnesota
$2.42M – – –
Citadel Advisors
29
Citadel Advisors
Florida
$2.4M +$2.39M +91,692 New
DAS
30
Dynamic Advisor Solutions
Arizona
$2.05M +$267K +10,212 +15%
AI
31
Accredited Investors
Minnesota
$2.01M +$166K +6,341 +9%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.98M +$1.43M +54,685 +261%
ASN
33
Advisory Services Network
Georgia
$1.95M +$817K +31,313 +72%
EB
34
Eastern Bank
Massachusetts
$1.86M +$31.5K +1,208 +2%
BAM
35
Baldrige Asset Management
Pennsylvania
$1.56M -$27.6K -1,058 -2%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.48M +$289K +11,084 +24%
COCM
37
Charter Oak Capital Management
New Hampshire
$1.48M +$1.47M +56,385 New
RJA
38
Raymond James & Associates
Florida
$1.39M +$106K +4,043 +8%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$1.39M +$5.09K +195 +0.4%
WFAG
40
Wescott Financial Advisory Group
Pennsylvania
$1.36M +$1.36M +52,009 New
BBA
41
Braun-Bostich & Associates
Pennsylvania
$1.2M -$14.6K -558 -1%
Stifel Financial
42
Stifel Financial
Missouri
$1.16M +$334K +12,779 +41%
AC
43
Apella Capital
Connecticut
$1.11M +$359K +13,770 +48%
ACA
44
Affinity Capital Advisors
California
$1.05M +$1.05M +40,157 New
MMA
45
Miracle Mile Advisors
California
$1.02M +$146K +5,607 +17%
BMM
46
Buffington Mohr McNeal
Idaho
$1.01M +$20.1K +770 +2%
OWA
47
Opal Wealth Advisors
New York
$1M +$997K +38,180 New
FT
48
Fiduciary Trust
Massachusetts
$990K +$50.9K +1,950 +5%
BIA
49
Bigelow Investment Advisors
Maine
$924K +$24K +920 +3%
WT
50
Whittier Trust
California
$862K +$159K +6,100 +23%
1
2
3 4 5

SUSB Hedge Fund Activity: Q4 2020 in Review

146 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2020, worth a combined $360M — up 17% from $307M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SUSB positions and 7 closed out — a net gain of 26 holders — while 73 added to existing stakes and 26 trimmed.

The largest buyer was Private Ocean, adding an estimated $6.67M. The largest seller was Envestnet Asset Management, cutting an estimated $2.53M.

  • 146 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2020, up from 124 in Q3 2020.
  • Funds reported $360M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 33 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2020 and 7 closed out, a net change of +26 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2020 was Private Ocean, an estimated $6.67M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2020.