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

292 hedge funds and large institutions have $666M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89% → 67.47% (-1.4%)

2% less funds holding

Funds holding: 298 → 292 (-6)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
292
Holders Change
-6
Holders Change %
-2.01%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
124
Reduced
105
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
+$5.44M
2
I
IMPACTfolio
Colorado
+$2.61M
3
EWA
EP Wealth Advisors
California
+$2.41M
4
FTUS
Flow Traders U.S.
New York
+$1.71M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.48M
2
Goldman Sachs
Goldman Sachs
New York
-$3.31M
3
FCM
Fortis Capital Management
Washington
-$3.24M
4
SG
Stanich Group
New York
-$3.19M
5
EB
Eastern Bank
Massachusetts
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Destination Wealth Management
California
$8.59M +$190K +7,619 +2%
II
27
Impact Investors
California
$7.56M +$744K +29,851 +11%
Financial Engines Advisors
28
Financial Engines Advisors
California
$7.08M -$576K -23,106 -8%
IWM
29
Integris Wealth Management
California
$6.74M -$349K -13,982 -5%
Bank of America
30
Bank of America
North Carolina
$6.68M +$103K +4,129 +2%
I
31
IMPACTfolio
Colorado
$5.87M +$2.61M +104,754 +82%
Fisher Asset Management
32
Fisher Asset Management
Washington
$5.71M +$243K +9,729 +4%
AC
33
Apella Capital
Connecticut
$5.67M +$171K +6,854 +3%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$5.15M +$196K +7,862 +4%
CCM
35
Colorado Capital Management
Colorado
$5.12M +$346K +13,885 +7%
NCM
36
Northland Capital Management
Minnesota
$4.67M -$395K -15,822 -8%
HI
37
Harbour Investments
Wisconsin
$4.47M +$90.1K +3,612 +2%
AFA
38
Arlington Financial Advisors
California
$4.1M -$195K -7,813 -5%
AI
39
Accredited Investors
Minnesota
$4.09M +$429K +17,218 +12%
BMC
40
Bear Mountain Capital
Washington
$3.93M +$178K +7,121 +5%
SI
41
Seeds Investor
New York
$3.91M -$207K -8,313 -5%
MG
42
Mather Group
Illinois
$3.89M -$770K -30,886 -17%
PL
43
Plancorp LLC
Missouri
$3.71M – – –
KFAA
44
Klaas Financial Asset Advisors
Illinois
$3.6M +$52K +2,087 +1%
DAS
45
Dynamic Advisor Solutions
Arizona
$3.53M -$287K -11,504 -8%
Corient Private Wealth
46
Corient Private Wealth
Florida
$3.39M -$356K -14,264 -10%
COCM
47
Charter Oak Capital Management
New Hampshire
$3.36M +$92.1K +3,695 +3%
CWD
48
Clarity Wealth Development
Oregon
$3.04M +$170K +6,829 +6%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.95M +$989K +39,661 +51%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2.94M +$218K +8,731 +8%
1
2
3 4 5

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.