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

248 hedge funds and large institutions have $682M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 55

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

15% more capital invested

Capital invested by funds: $591M → $682M (+$90.4M)

14% more funds holding

Funds holding: 217 → 248 (+31)

7.54% more ownership

Funds ownership: 56.57% → 64.11% (+7.5%)

Holders
248
Holders Change
+31
Holders Change %
+14.29%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
117
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$33.5M
2
Jane Street
Jane Street
New York
+$11.3M
3
AA
Alesco Advisors
New York
+$7.01M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$5.19M
5
PO
Private Ocean
California
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$35.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$7.59M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.11M
4
Bank of America
Bank of America
North Carolina
-$1.96M
5
Wells Fargo
Wells Fargo
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Allworth Financial
California
$2.43M +$2.31M +89,609 +1,799%
CFIA
52
Cantor Fitzgerald Investment Advisors
New York
$2.32M +$236K +9,155 +11%
EWA
53
EP Wealth Advisors
California
$2.32M +$2.33M +90,316 New
I
54
IMPACTfolio
Colorado
$2.15M +$2.16M +83,674 New
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$2.1M – – –
WT
56
Whittier Trust
California
$2.08M +$345K +13,376 +20%
PAS
57
Park Avenue Securities
New York
$2.05M -$1.07M -41,420 -34%
AF
58
Arrow Financial
New York
$1.98M +$100K +3,900 +5%
HI
59
Harbour Investments
Wisconsin
$1.89M +$193K +7,498 +11%
GWM
60
Grand Wealth Management
Michigan
$1.84M +$1.85M +71,811 New
Stifel Financial
61
Stifel Financial
Missouri
$1.77M +$509K +19,772 +40%
SWG
62
Summit Wealth Group
Vermont
$1.73M +$1.73M +67,336 New
BC
63
Bartlett & Co
Ohio
$1.66M +$55K +2,136 +3%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$1.66M +$55K +2,136 +3%
MWM
65
Mascoma Wealth Management
New Hampshire
$1.63M +$532K +20,669 +48%
MMA
66
Miracle Mile Advisors
California
$1.63M +$136K +5,285 +9%
HighTower Advisors
67
HighTower Advisors
Illinois
$1.58M +$672K +26,105 +74%
OWA
68
Opal Wealth Advisors
New York
$1.55M +$120K +4,662 +8%
OWA
69
One Wealth Advisors
California
$1.54M -$456K -17,723 -23%
ODIJL
70
One Day In July LLC
Vermont
$1.52M +$90.8K +3,526 +6%
PA
71
Parkside Advisors
California
$1.49M +$18.9K +733 +1%
EH
72
Equitable Holdings
New York
$1.42M -$1.33M -51,458 -48%
BMM
73
Buffington Mohr McNeal
Idaho
$1.4M +$46.1K +1,790 +3%
UB
74
UMB Bank
Missouri
$1.4M +$725K +28,166 +107%
AI
75
Accredited Investors
Minnesota
$1.38M +$35.7K +1,385 +3%
1 2
3
4 5

SUSB Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2021, worth a combined $682M — up 15% from $591M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SUSB positions and 13 closed out — a net gain of 36 holders — while 117 added to existing stakes and 55 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $35.1M.

  • 248 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $682M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 49 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2021 and 13 closed out, a net change of +36 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $33.5M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2021.