SUSB icon

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

Overview Fund Activity

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.2M
3
PWM
3
Perigon Wealth Management
California
$5.93M
4
OMC
4
Old Mission Capital
Illinois
$4.47M
5
SI
5
Seeds Investor
New York
$3.68M

Top Sellers

1
PO
1
Private Ocean
California
$12M
2
AI
2
Atria Investments
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.9M
5
Ameriprise
5
Ameriprise
Minnesota
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
51
Charter Oak Capital Management
New Hampshire
$2.39M 97,714 -467 -0.5%
I
52
IMPACTfolio
Colorado
$2.29M 93,483 -2,176 -2%
CCM
53
Colorado Capital Management
Colorado
$2.18M 89,092 +58,604 +192%
HHGA
54
Halbert Hargrove Global Advisors
California
$2.13M 87,141 -1,696 -2%
KFAA
55
Klaas Financial Asset Advisors
Illinois
$2.12M 86,736 -10,852 -11%
AC
56
Adroit Compliance
$2.12M 86,736 +86,736 New
FFM
57
Flagstone Financial Management
Nebraska
$2.07M 84,462 -3,598 -4%
SWG
58
Summit Wealth Group
Vermont
$2.06M 84,176 -1,618 -2%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.05M 83,824 -97 -0.1%
PR
60
Payden & Rygel
California
$2.03M 82,849 – –
BCM
61
Brookstone Capital Management
Illinois
$2.02M 82,485 -7,938 -9%
Franklin Resources
62
Franklin Resources
California
$1.97M 80,405 +77,734 +2,910%
BMD
63
Better Money Decisions
New Mexico
$1.96M 80,163 -2,792 -3%
AI
64
Accredited Investors
Minnesota
$1.96M 79,916 -1,569 -2%
SPIA
65
Strategic Point Investment Advisors
Rhode Island
$1.93M 78,685 +25,305 +47%
EWM
66
Empirical Wealth Management
Washington
$1.91M 78,066 +1,933 +3%
CTC
67
Central Trust Company
Missouri
$1.9M 77,666 -736 -0.9%
BC
68
Brio Consultants
California
$1.89M 77,244 +9,351 +14%
OFG
69
Omega Financial Group
California
$1.85M 75,395 +2,958 +4%
SAG
70
SageView Advisory Group
California
– – -59,339 Closed
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.7M 69,392 -25,998 -27%
FCM
72
Fortis Capital Management
Washington
$1.69M 69,216 -308 -0.4%
RCG
73
Regatta Capital Group
California
$1.69M 69,019 +5,803 +9%
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.68M 68,664 -2,082 -3%
SCA
75
STALEY CAPITAL ADVISERS
Pennsylvania
$1.59M 65,000 -10,000 -13%
1 2
3
4 5