SUSB icon

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

Overview Fund Activity

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$47.4M
2
WANY
2
Wealthspire Advisors (New York)
New York
$23.1M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.87M
5
LPL Financial
5
LPL Financial
California
$16.8M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$202K
2
AA
2
Alesco Advisors
New York
$245K
3
EFP
3
Elser Financial Planning
Indiana
$0
4
LRWA
4
Long Run Wealth Advisors
New York
$0
5
MG
5
Mather Group
Illinois
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
26
Integris Wealth Management
California
$6.6M 262,175 +12,282 +5%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$6.39M 254,123 +111,823 +79%
DAS
28
Dynamic Advisor Solutions
Arizona
$6.13M 243,590 -6,260 -3%
DJSG
29
D.J. St. Germain
Massachusetts
$6.05M 240,585 +8,590 +4%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.76M 228,889 +13,848 +6%
Bank of America
31
Bank of America
North Carolina
$5.65M 224,449 +5,206 +2%
LFASL
32
Lugano Financial Advisors SA (LFA)
Switzerland
$5.48M 217,722 -3,200 -1%
AC
33
Apella Capital
Connecticut
$5.09M 202,876 -1,834 -0.9%
Financial Engines Advisors
34
Financial Engines Advisors
California
$4.83M 192,080 +588 +0.3%
WFAG
35
Wescott Financial Advisory Group
Pennsylvania
$4.57M 181,799 +4,360 +2%
Fisher Asset Management
36
Fisher Asset Management
Washington
$4.25M 169,009 +1,644 +1%
HI
37
Harbour Investments
Wisconsin
$4.15M 165,037 +8,125 +5%
AFA
38
Arlington Financial Advisors
California
$4.1M 163,135 +7,453 +5%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$4.05M 160,775 +82,963 +107%
MG
40
Mather Group
Illinois
$3.94M 156,640 -63,724 -29%
SI
41
Seeds Investor
New York
$3.78M 150,436 -13,762 -8%
PL
42
Plancorp LLC
Missouri
$3.71M 147,281 – –
BMC
43
Bear Mountain Capital
Washington
$3.69M 147,896 +2,705 +2%
CCM
44
Colorado Capital Management
Colorado
$3.52M 140,044 +2,738 +2%
Corient Private Wealth
45
Corient Private Wealth
Florida
$3.44M 136,530 +25,300 +23%
FT
46
Fiduciary Trust
Massachusetts
$3.38M 134,453 -3,154 -2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$3.06M 121,692 +23,864 +24%
COCM
48
Charter Oak Capital Management
New Hampshire
$3.04M 120,770 +13,033 +12%
FTUS
49
Flow Traders U.S.
New York
$2.94M 116,834 +116,834 New
KFAA
50
Klaas Financial Asset Advisors
Illinois
$2.81M 111,646 +358 +0.3%
1
2
3 4 5