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

241 hedge funds and large institutions have $618M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 248 → 241 (-7)

3.21% less ownership

Funds ownership: 64.11% → 60.9% (-3.2%)

9% less capital invested

Capital invested by funds: $682M → $618M (-$63.4M)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
241
Holders Change
-7
Holders Change %
-2.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
76
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.62M
2
FPF
First Pacific Financial
Washington
+$8.55M
3
DWM
Destination Wealth Management
California
+$3.93M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.86M
5
Wells Fargo
Wells Fargo
California
+$3.77M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$15.5M
3
Jane Street
Jane Street
New York
-$6.7M
4
PAG
Private Advisor Group
New Jersey
-$4.4M
5
OMC
Old Mission Capital
Illinois
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
26
Charter Oak Capital Management
New Hampshire
$4.4M -$487K -19,399 -10%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$4.13M -$576K -22,957 -12%
RJA
28
Raymond James & Associates
Florida
$4.07M +$2.84M +113,060 +216%
OCM
29
One Capital Management
California
$3.91M +$2.95M +117,383 +283%
DAS
30
Dynamic Advisor Solutions
Arizona
$3.86M +$631K +25,146 +19%
DWM
31
Destination Wealth Management
California
$3.85M +$3.93M +156,417 New
SC
32
Savant Capital
Illinois
$3.8M +$73K +2,907 +2%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$3.78M +$3.86M +153,611 New
ASN
34
Advisory Services Network
Georgia
$3.77M +$79K +3,147 +2%
CGL
35
Clarius Group LLC
Washington
$3.74M – – –
EB
36
Eastern Bank
Massachusetts
$3.71M +$273K +10,875 +8%
AFA
37
Arlington Financial Advisors
California
$3.58M +$500K +19,907 +16%
LWP
38
Laurel Wealth Planning
Minnesota
$3.54M +$466K +18,564 +15%
AF
39
Allworth Financial
California
$3.4M +$1.09M +43,452 +46%
AC
40
Apella Capital
Connecticut
$3.34M +$156K +6,200 +5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.21M -$342K -13,645 -9%
DJSG
42
D.J. St. Germain
Massachusetts
$3.17M +$785K +31,281 +32%
GI
43
Gradient Investments
Minnesota
$3.13M -$535K -21,303 -14%
BAM
44
Baldrige Asset Management
Pennsylvania
$3.06M -$362K -14,427 -10%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$3.04M +$173K +6,912 +6%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3.02M -$495K -19,720 -14%
EVM
47
Eaton Vance Management
Massachusetts
$3.01M -$54.4K -2,169 -2%
Betterment LLC
48
Betterment LLC
New York
$2.82M -$458K -18,234 -14%
PR
49
Payden & Rygel
California
$2.72M – – –
MM
50
Main Management
California
$2.72M +$194K +7,716 +8%
1
2
3 4 5

SUSB Hedge Fund Activity: Q1 2022 in Review

241 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2022, worth a combined $618M — down 9.3% from $682M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SUSB and 30 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was Morgan Stanley, adding an estimated $8.62M. The largest seller was Envestnet Asset Management, cutting an estimated $39.1M.

  • 241 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2022, down from 248 in Q4 2021.
  • Funds reported $618M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2022, down 9.3% quarter-over-quarter.
  • 30 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2022 and 34 closed out, a net change of -4 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $8.62M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2022.