SUSB icon

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

Overview Fund Activity

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M
2
MIA
2
Milestone Investment Advisors
Wisconsin
$9.63M
3
PI
3
PFS Investments
Georgia
$16.9M
4
Ameriprise
4
Ameriprise
Minnesota
$29.9M
5
IWM
5
Integris Wealth Management
California
$5.25M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.59M
2
CGL
2
Clarius Group LLC
Washington
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.1M
5
BCM
5
Brookstone Capital Management
Illinois
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
51
Opal Wealth Advisors
New York
$2.3M 96,718 +35,741 +59%
HHGA
52
Halbert Hargrove Global Advisors
California
$2.3M 96,687 +19,287 +25%
Citadel Advisors
53
Citadel Advisors
Florida
$2.27M 95,321 -5,933 -6%
Betterment LLC
54
Betterment LLC
New York
$2.25M 94,484 -11,023 -10%
BAM
55
Baldrige Asset Management
Pennsylvania
$2.22M 93,336 +1,619 +2%
RJA
56
Raymond James & Associates
Florida
$2.18M 91,529 -81,828 -47%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$2.08M 87,571 +60,177 +220%
SWG
58
Summit Wealth Group
Vermont
$2.07M 87,158 +259 +0.3%
ASN
59
Advisory Services Network
Georgia
$1.93M 81,360 +8,782 +12%
OFG
60
Omega Financial Group
California
$1.85M 77,163 +29,159 +61%
SCA
61
STALEY CAPITAL ADVISERS
Pennsylvania
$1.78M 75,000 – –
MML Investors Services
62
MML Investors Services
Massachusetts
$1.76M 73,864 +40,538 +122%
HI
63
Harbour Investments
Wisconsin
$1.73M 72,931 -15,970 -18%
CPWMP
64
Cardinal Point Wealth Management Partners
California
$1.66M 69,678 +42,943 +161%
CPCM
65
Cardinal Point Capital Management
Ontario, Canada
$1.66M 69,678 +69,678 New
GI
66
Gradient Investments
Minnesota
$1.63M 68,678 -23,166 -25%
KFAA
67
Klaas Financial Asset Advisors
Illinois
$1.62M 68,247 +6,229 +10%
AI
68
Accredited Investors
Minnesota
$1.55M 65,348 +21,629 +49%
BCWM
69
Bartlett & Co Wealth Management
Ohio
$1.53M 64,472 -3,079 -5%
BC
70
Bartlett & Co
Ohio
$1.53M 64,472 -3,079 -5%
FFM
71
Flagstone Financial Management
Nebraska
$1.53M 64,345 +64,345 New
FF
72
Francis Financial
$1.47M 61,908 +22,595 +57%
BMD
73
Better Money Decisions
New Mexico
$1.45M 60,944 +3,051 +5%
PA
74
Parkside Advisors
California
$1.45M 60,863 -444 -0.7%
Stifel Financial
75
Stifel Financial
Missouri
$1.41M 59,330 +2,925 +5%
1 2
3
4 5