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

88 hedge funds and large institutions have $153M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 7

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $130M → $153M (+$23M)

16% more funds holding

Funds holding: 76 → 88 (+12)

10.09% less ownership

Funds ownership: 101.66% → 91.57% (-10%)

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
47
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.87M
2
RWP
RWA Wealth Partners
Massachusetts
+$1.51M
3
EVM
Eaton Vance Management
Massachusetts
+$1.34M
4
FT
Fiduciary Trust
Massachusetts
+$711K
5
Wells Fargo
Wells Fargo
California
+$710K

Top Sellers

1
Jane Street
Jane Street
New York
-$947K
2
Citadel Advisors
Citadel Advisors
Florida
-$806K
3
AI
Atria Investments
North Carolina
-$459K
4
Citigroup
Citigroup
New York
-$175K
5
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
-$71K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
51
Morningstar Investment Services
Illinois
$344K +$56K +2,201 +19%
WT
52
Whittier Trust
California
$326K – – –
BPA
53
Beacon Pointe Advisors
California
$324K +$5.88K +231 +2%
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$273K +$273K +10,721 New
MML Investors Services
55
MML Investors Services
Massachusetts
$266K -$61.5K -2,419 -19%
WR
56
Watson Rebecca
$263K +$263K +10,327 New
ATWA
57
Arbor Trust Wealth Advisors
Michigan
$258K +$258K +10,163 New
SPIA
58
Steward Partners Investment Advisory
New York
$254K +$534 +21 +0.2%
Stifel Financial
59
Stifel Financial
Missouri
$254K +$254K +9,967 New
CTC
60
Central Trust Company
Missouri
$242K +$242K +9,532 New
SDWMA
61
Schneider Downs Wealth Management Advisors
Pennsylvania
$229K – – –
TAIM
62
TD Ameritrade Investment Management
Nebraska
$228K +$24K +944 +12%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$207K +$207K +8,150 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$162K -$38.5K -1,515 -19%
FCM
65
Firestone Capital Management
Florida
$147K +$147K +5,786 New
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$124K +$64.6K +2,538 +108%
FCA
67
FinTrust Capital Advisors
South Carolina
$115K – – –
ASN
68
Advisory Services Network
Georgia
$114K +$104K +4,108 +1,051%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$103K +$42.6K +1,673 +71%
AIC
70
Archer Investment Corporation
Indiana
$75K +$44.8K +1,763 +150%
EDRH
71
Edmond de Rothschild Holding
Switzerland
$70K +$70K +2,753 New
AF
72
Advisornet Financial
Minnesota
$69K – – –
AIC
73
Ameritas Investment Company
Nebraska
$44K +$407 +16 +0.9%
SFS
74
Sowell Financial Services
Arkansas
$39K +$356 +14 +0.9%
AssetMark Inc
75
AssetMark Inc
California
$35K +$20.3K +799 +135%
1 2
3
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SUSB Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2019, worth a combined $153M — up 18% from $130M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUSB positions and 6 closed out — a net gain of 14 holders — while 47 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.87M. The largest seller was Jane Street, cutting an estimated $947K.

  • 88 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2019, up from 76 in Q3 2019.
  • Funds reported $153M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 20 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2019 and 6 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $2.87M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $947K sold.

Based on aggregated 13F filings for Q4 2019.