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

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

3% more funds holding

Funds holding: 244 → 251 (+7)

1.75% more ownership

Funds ownership: 59.35% → 61.1% (+1.7%)

1% less capital invested

Capital invested by funds: $563M → $555M (-$7.6M)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$46.3M
2
BlackRock
BlackRock
New York
+$11.9M
3
Wells Fargo
Wells Fargo
California
+$4.11M
4
PFM
Parsec Financial Management
North Carolina
+$2.86M
5
I
IMPACTfolio
Colorado
+$2.13M

Top Sellers

1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$31.3M
2
Jane Street
Jane Street
New York
-$6.47M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.19M
4
LPL Financial
LPL Financial
California
-$3.79M
5
PL
Plancorp LLC
Missouri
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
51
Fisher Asset Management
Washington
$2.37M -$2.64M -109,828 -52%
GI
52
Gradient Investments
Minnesota
$2.16M -$234K -9,719 -10%
BAM
53
Baldrige Asset Management
Pennsylvania
$2.15M +$373K +15,500 +20%
HI
54
Harbour Investments
Wisconsin
$2.14M – – –
SWG
55
Summit Wealth Group
Vermont
$2.04M +$257K +10,696 +14%
HHGA
56
Halbert Hargrove Global Advisors
California
$1.82M -$360K -14,981 -16%
SCA
57
STALEY CAPITAL ADVISERS
Pennsylvania
$1.76M – – –
RJFSA
58
Raymond James Financial Services Advisors
Florida
$1.75M -$591K -24,557 -25%
ASN
59
Advisory Services Network
Georgia
$1.71M -$668K -27,784 -28%
BC
60
Bartlett & Co
Ohio
$1.59M +$30.2K +1,257 +2%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$1.59M +$30.2K +1,257 +2%
OMC
62
Old Mission Capital
Illinois
$1.58M -$28.3K -1,178 -2%
BFM
63
Boston Financial Management
Massachusetts
$1.55M +$332K +13,792 +26%
WT
64
Whittier Trust
California
$1.49M -$270K -11,223 -15%
UB
65
UMB Bank
Missouri
$1.49M +$20.9K +867 +1%
EWS
66
Evergreen Wealth Solutions
Pennsylvania
$1.48M +$41K +1,706 +3%
KFAA
67
Klaas Financial Asset Advisors
Illinois
$1.46M +$593K +24,638 +66%
PA
68
Parkside Advisors
California
$1.44M +$24.2K +1,006 +2%
OWA
69
Opal Wealth Advisors
New York
$1.43M -$32.4K -1,348 -2%
BMD
70
Better Money Decisions
New Mexico
$1.36M +$45.1K +1,875 +3%
Stifel Financial
71
Stifel Financial
Missouri
$1.32M -$377K -15,661 -22%
EWM
72
Empirical Wealth Management
Washington
$1.31M -$104K -4,343 -7%
BMM
73
Buffington Mohr McNeal
Idaho
$1.28M – – –
FANJ
74
Financial Architects (New Jersey)
New Jersey
$1.19M +$1.21M +50,437 New
MAM
75
MMA Asset Management
Pennsylvania
$1.16M +$5.07K +211 +0.4%
1 2
3
4 5

SUSB Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2022, worth a combined $555M — down 1.4% from $563M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSB positions and 13 closed out — a net gain of 9 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46.3M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $31.3M sold.

  • 251 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2022, up from 244 in Q2 2022.
  • Funds reported $555M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2022, down 1.4% quarter-over-quarter.
  • 22 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2022 and 13 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2022 was Goldman Sachs, an estimated $46.3M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $31.3M sold.

Based on aggregated 13F filings for Q3 2022.