SUSB icon

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

Overview Fund Activity

265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$9.75M
2
FPF
2
First Pacific Financial
Washington
$13.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.6M
4
Jane Street
4
Jane Street
New York
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$15.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M
3
BlackRock
3
BlackRock
New York
$92.2K
4
SA
4
Stewardship Advisors
Pennsylvania
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$4.86M 201,904 +6,073 +3%
AF
27
Allworth Financial
California
$4.54M 188,853 +29,638 +19%
EB
28
Eastern Bank
Massachusetts
$4.52M 188,019 +27,614 +17%
ACA
29
Affinity Capital Advisors
California
$4.11M 170,919 -24,733 -13%
WFAG
30
Wescott Financial Advisory Group
Pennsylvania
$4.01M 166,594 +11,802 +8%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$3.95M 164,100 -21,500 -12%
LWP
32
Laurel Wealth Planning
Minnesota
$3.71M 153,970 +11,625 +8%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.28M 136,346 -110,041 -45%
MWM
34
Mascoma Wealth Management
New Hampshire
$3.12M 129,120 -2,346 -2%
AFA
35
Arlington Financial Advisors
California
$2.81M 116,764 -10,409 -8%
Fisher Asset Management
36
Fisher Asset Management
Washington
$2.77M 115,266 +5,728 +5%
FT
37
Fiduciary Trust
Massachusetts
$2.65M 110,274 -11,513 -9%
CTC
38
Central Trust Company
Missouri
$2.65M 110,053 +67,337 +158%
HI
39
Harbour Investments
Wisconsin
$2.53M 105,170 +32,239 +44%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.45M 101,977 -869 -0.8%
COCM
41
Charter Oak Capital Management
New Hampshire
$2.42M 100,448 -10,060 -9%
LRWA
42
Long Run Wealth Advisors
New York
$2.42M 100,408 +53,421 +114%
HHGA
43
Halbert Hargrove Global Advisors
California
$2.35M 97,620 +933 +1%
OWA
44
Opal Wealth Advisors
New York
$2.34M 97,253 +535 +0.6%
I
45
IMPACTfolio
Colorado
$2.3M 95,761 -85,786 -47%
BAM
46
Baldrige Asset Management
Pennsylvania
$2.27M 94,451 +1,115 +1%
Financial Engines Advisors
47
Financial Engines Advisors
California
$2.23M 92,753 +39,719 +75%
Citadel Advisors
48
Citadel Advisors
Florida
$2.23M 92,681 -2,640 -3%
BCM
49
Brookstone Capital Management
Illinois
$2.21M 92,103 -10,409 -10%
Betterment LLC
50
Betterment LLC
New York
$2.15M 89,428 -5,056 -5%
1
2
3 4 5