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

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more capital invested

Capital invested by funds: $547M → $617M (+$69.7M)

7% more funds holding

Funds holding: 246 → 264 (+18)

6.93% more ownership

Funds ownership: 64.38% → 71.31% (+6.9%)

11% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 101

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$5.88M
3
PWM
Perigon Wealth Management
California
+$4.17M
4
OMC
Old Mission Capital
Illinois
+$4.06M
5
Northern Trust
Northern Trust
Illinois
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
PO
Private Ocean
California
-$6.66M
2
AI
Atria Investments
North Carolina
-$2.49M
3
UBS Group
UBS Group
Switzerland
-$2.22M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
Integris Wealth Management
California
$6.29M +$116K +4,835 +2%
DAS
27
Dynamic Advisor Solutions
Arizona
$6.01M +$535K +22,335 +10%
PWM
28
Perigon Wealth Management
California
$5.93M +$4.17M +174,075 +255%
LFASL
29
Lugano Financial Advisors SA (LFA)
Switzerland
$5.58M +$1.58M +66,015 +41%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.25M -$881K -36,762 -15%
DJSG
31
D.J. St. Germain
Massachusetts
$4.97M +$581K +24,234 +14%
EB
32
Eastern Bank
Massachusetts
$4.75M +$91.6K +3,821 +2%
OMC
33
Old Mission Capital
Illinois
$4.47M +$4.06M +169,295 +1,273%
MG
34
Mather Group
Illinois
$4.41M +$1.43M +59,475 +49%
AC
35
Apella Capital
Connecticut
$4.37M -$198K -8,253 -4%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$4.18M +$53.9K +2,250 +1%
Financial Engines Advisors
37
Financial Engines Advisors
California
$3.81M +$660K +27,528 +21%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$3.71M – – –
SI
39
Seeds Investor
New York
$3.68M +$3.61M +150,489 New
PL
40
Plancorp LLC
Missouri
$3.61M +$161K +6,720 +5%
HI
41
Harbour Investments
Wisconsin
$3.48M +$180K +7,503 +6%
BMC
42
Bear Mountain Capital
Washington
$3.43M +$3.36M +140,055 New
Fisher Asset Management
43
Fisher Asset Management
Washington
$3.39M +$107K +4,473 +3%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$3.21M -$697K -29,070 -18%
AFA
45
Arlington Financial Advisors
California
$3.15M +$67.8K +2,828 +2%
FT
46
Fiduciary Trust
Massachusetts
$3.11M +$69.8K +2,911 +2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.1M -$822K -34,281 -21%
Northern Trust
48
Northern Trust
Illinois
$2.56M +$2.51M +104,560 New
LRWA
49
Long Run Wealth Advisors
New York
$2.48M -$9.52K -397 -0.4%
Jane Street
50
Jane Street
New York
$2.44M -$51.6K -2,151 -2%
1
2
3 4 5

SUSB Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2023, worth a combined $617M — up 13% from $547M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SUSB positions and 20 closed out — a net gain of 20 holders — while 90 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28M. The largest seller was Private Ocean, cutting an estimated $6.66M.

  • 264 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $617M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2023 and 20 closed out, a net change of +20 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2023 was Private Ocean, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2023.