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

178 hedge funds and large institutions have $485M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 19

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

35% more capital invested

Capital invested by funds: $360M → $485M (+$125M)

22% more funds holding

Funds holding: 146 → 178 (+32)

2.66% less ownership

Funds ownership: 69.74% → 67.08% (-2.7%)

Holders
178
Holders Change
+32
Holders Change %
+21.92%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
50
Increased
93
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$31.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.2M
3
MWM
Mattern Wealth Management
Kansas
+$9.92M
4
UBS Group
UBS Group
Switzerland
+$6.63M
5
Ameriprise
Ameriprise
Minnesota
+$6.52M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.62M
2
FI
FormulaFolio Investments
Michigan
-$4.26M
3
FTUS
Flow Traders U.S.
New York
-$3.04M
4
HPC
HM Payson & Co
Maine
-$2.95M
5
Citadel Advisors
Citadel Advisors
Florida
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
MMA Asset Management
Pennsylvania
$1.16M +$1.16M +44,681 New
WP
52
WealthSource Partners
California
$1.15M +$588K +22,557 +103%
OWA
53
Opal Wealth Advisors
New York
$1.14M +$150K +5,734 +15%
BMM
54
Buffington Mohr McNeal
Idaho
$1.08M +$87.2K +3,345 +9%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.07M +$868K +33,292 +428%
WT
56
Whittier Trust
California
$1.05M +$201K +7,700 +23%
EDRH
57
Edmond de Rothschild Holding
Switzerland
$985K +$180K +6,888 +22%
FT
58
Fiduciary Trust
Massachusetts
$977K -$5.21K -200 -0.5%
PAS
59
Park Avenue Securities
New York
$977K +$684K +26,244 +231%
BIA
60
Bigelow Investment Advisors
Maine
$949K +$32.2K +1,234 +3%
PA
61
Parkside Advisors
California
$915K +$197K +7,549 +27%
5L
62
55I LLC
Massachusetts
$890K +$893K +34,246 New
AFAS
63
Acorn Financial Advisory Services
Virginia
$882K +$535K +20,528 +153%
Stifel Financial
64
Stifel Financial
Missouri
$857K -$292K -11,194 -25%
CI
65
CX Institutional
Indiana
$856K +$91.7K +3,516 +12%
FANJ
66
Financial Architects (New Jersey)
New Jersey
$853K +$81.8K +3,137 +11%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$849K +$17.1K +655 +2%
BC
68
Bartlett & Co
Ohio
$849K +$17.1K +655 +2%
AC
69
Alexandria Capital
Virginia
$845K +$991 +38 +0.1%
BWM
70
Baystate Wealth Management
Massachusetts
$836K +$156K +5,988 +23%
BMD
71
Better Money Decisions
New Mexico
$822K +$825K +31,647 New
IFAM
72
Institutional & Family Asset Management
Colorado
$804K +$27.1K +1,039 +3%
DJSG
73
D.J. St. Germain
Massachusetts
$795K +$302K +11,601 +61%
CJA
74
C-J Advisory
California
$792K +$796K +30,529 New
MWM
75
Mascoma Wealth Management
New Hampshire
$768K +$235K +9,019 +44%
1 2
3
4 5

SUSB Hedge Fund Activity: Q1 2021 in Review

178 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2021, worth a combined $485M — up 35% from $360M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SUSB positions and 15 closed out — a net gain of 35 holders — while 93 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.3M. The largest seller was BlackRock, exiting entirely with an estimated $5.62M sold.

  • 178 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $485M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2021, up 35% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2021 and 15 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2021 was Morgan Stanley, an estimated $31.3M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $5.62M sold.

Based on aggregated 13F filings for Q1 2021.