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

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

3% more funds holding

Funds holding: 244 → 251 (+7)

1.75% more ownership

Funds ownership: 59.35% → 61.1% (+1.7%)

1% less capital invested

Capital invested by funds: $563M → $555M (-$7.6M)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$46.3M
2
BlackRock
BlackRock
New York
+$11.9M
3
Wells Fargo
Wells Fargo
California
+$4.11M
4
PFM
Parsec Financial Management
North Carolina
+$2.86M
5
I
IMPACTfolio
Colorado
+$2.13M

Top Sellers

1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$31.3M
2
Jane Street
Jane Street
New York
-$6.47M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.19M
4
LPL Financial
LPL Financial
California
-$3.79M
5
PL
Plancorp LLC
Missouri
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$4.5M – – –
CGL
27
Clarius Group LLC
Washington
$4.42M – – –
I
28
IMPACTfolio
Colorado
$4.34M +$2.13M +88,680 +92%
RJA
29
Raymond James & Associates
Florida
$4.07M -$537K -22,342 -11%
DAS
30
Dynamic Advisor Solutions
Arizona
$4.04M +$220K +9,137 +6%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$4.02M +$615K +25,578 +18%
SC
32
Savant Capital
Illinois
$3.98M +$55.7K +2,316 +1%
EB
33
Eastern Bank
Massachusetts
$3.86M +$83K +3,452 +2%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$3.78M +$194K +8,052 +5%
OCM
35
One Capital Management
California
$3.74M +$72K +2,993 +2%
AC
36
Apella Capital
Connecticut
$3.74M +$114K +4,744 +3%
COCM
37
Charter Oak Capital Management
New Hampshire
$3.51M -$301K -12,497 -8%
AF
38
Allworth Financial
California
$3.4M -$375K -15,573 -10%
AFA
39
Arlington Financial Advisors
California
$3.3M -$57.9K -2,407 -2%
LWP
40
Laurel Wealth Planning
Minnesota
$3.07M +$455K +18,908 +17%
Jane Street
41
Jane Street
New York
$3.04M -$6.47M -268,894 -68%
DJSG
42
D.J. St. Germain
Massachusetts
$2.96M – – –
MWM
43
Mascoma Wealth Management
New Hampshire
$2.79M +$36.7K +1,524 +1%
FT
44
Fiduciary Trust
Massachusetts
$2.72M +$289K +12,007 +12%
EVM
45
Eaton Vance Management
Massachusetts
$2.7M -$55.1K -2,293 -2%
PR
46
Payden & Rygel
California
$2.6M – – –
MM
47
Main Management
California
$2.59M – – –
Betterment LLC
48
Betterment LLC
New York
$2.54M – – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$2.49M -$68.6K -2,851 -3%
Citadel Advisors
50
Citadel Advisors
Florida
$2.38M -$624K -25,949 -20%
1
2
3 4 5

SUSB Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2022, worth a combined $555M — down 1.4% from $563M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSB positions and 13 closed out — a net gain of 9 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46.3M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $31.3M sold.

  • 251 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2022, up from 244 in Q2 2022.
  • Funds reported $555M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2022, down 1.4% quarter-over-quarter.
  • 22 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2022 and 13 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2022 was Goldman Sachs, an estimated $46.3M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $31.3M sold.

Based on aggregated 13F filings for Q3 2022.