We are live on ! Find out more
SUSB icon

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

246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

0.53% more ownership

Funds ownership: 63.85% → 64.38% (+0.53%)

5% less capital invested

Capital invested by funds: $573M → $547M (-$26M)

3% less funds holding

Funds holding: 253 → 246 (-7)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
105
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.8M
2
EWA
EP Wealth Advisors
California
+$9.75M
3
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
+$3.87M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.31M
5
PL
Plancorp LLC
Missouri
+$2.05M

Top Sellers

1
Jane Street
Jane Street
New York
-$24.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.35M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.01M
4
PO
Private Ocean
California
-$2.96M
5
OWA
Opal Wealth Advisors
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
Integris Wealth Management
California
$5.99M -$41.5K -1,737 -0.7%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.97M +$3.31M +138,589 +123%
DAS
28
Dynamic Advisor Solutions
Arizona
$5.33M +$140K +5,879 +3%
EB
29
Eastern Bank
Massachusetts
$4.53M +$91.3K +3,827 +2%
AC
30
Apella Capital
Connecticut
$4.45M +$219K +9,174 +5%
DJSG
31
D.J. St. Germain
Massachusetts
$4.25M +$175K +7,326 +4%
WFAG
32
Wescott Financial Advisory Group
Pennsylvania
$4M +$22.5K +941 +0.6%
LFASL
33
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M +$3.87M +162,090 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.82M +$232K +9,732 +6%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$3.81M -$747K -31,300 -16%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$3.6M -$107K -4,500 -3%
PL
37
Plancorp LLC
Missouri
$3.35M +$2.05M +85,985 +157%
HI
38
Harbour Investments
Wisconsin
$3.2M +$37.1K +1,556 +1%
Fisher Asset Management
39
Fisher Asset Management
Washington
$3.18M +$184K +7,716 +6%
Financial Engines Advisors
40
Financial Engines Advisors
California
$3.04M +$382K +15,999 +14%
AFA
41
Arlington Financial Advisors
California
$2.99M -$89.1K -3,735 -3%
FT
42
Fiduciary Trust
Massachusetts
$2.95M +$67.2K +2,816 +2%
MG
43
Mather Group
Illinois
$2.86M +$990K +41,499 +53%
AI
44
Atria Investments
North Carolina
$2.49M +$360K +15,098 +17%
Jane Street
45
Jane Street
New York
$2.42M -$24.2M -1,012,217 -91%
LRWA
46
Long Run Wealth Advisors
New York
$2.42M +$86.5K +3,626 +4%
COCM
47
Charter Oak Capital Management
New Hampshire
$2.33M +$79K +3,311 +3%
KFAA
48
Klaas Financial Asset Advisors
Illinois
$2.32M +$311K +13,033 +15%
I
49
IMPACTfolio
Colorado
$2.27M +$52.4K +2,197 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.27M -$155K -6,508 -6%
1
2
3 4 5

SUSB Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2023, worth a combined $547M — down 4.5% from $573M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SUSB and 17 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $15.8M. The largest seller was Jane Street, cutting an estimated $24.2M.

  • 246 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2023, down from 253 in Q2 2023.
  • Funds reported $547M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2023, down 4.5% quarter-over-quarter.
  • 17 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2023 and 20 closed out, a net change of -3 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $15.8M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2023.