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

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more capital invested

Capital invested by funds: $547M → $617M (+$69.7M)

7% more funds holding

Funds holding: 246 → 264 (+18)

6.93% more ownership

Funds ownership: 64.38% → 71.31% (+6.9%)

11% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 101

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.85%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$5.88M
3
PWM
Perigon Wealth Management
California
+$4.17M
4
OMC
Old Mission Capital
Illinois
+$4.06M
5
Northern Trust
Northern Trust
Illinois
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
PO
Private Ocean
California
-$6.66M
2
AI
Atria Investments
North Carolina
-$2.49M
3
UBS Group
UBS Group
Switzerland
-$2.22M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
51
Charter Oak Capital Management
New Hampshire
$2.39M -$11.2K -467 -0.5%
I
52
IMPACTfolio
Colorado
$2.29M -$52.2K -2,176 -2%
CCM
53
Colorado Capital Management
Colorado
$2.18M +$1.4M +58,604 +192%
HHGA
54
Halbert Hargrove Global Advisors
California
$2.13M -$40.6K -1,696 -2%
KFAA
55
Klaas Financial Asset Advisors
Illinois
$2.12M -$260K -10,852 -11%
AC
56
Adroit Compliance
$2.12M +$2.08M +86,736 New
FFM
57
Flagstone Financial Management
Nebraska
$2.07M -$86.2K -3,598 -4%
SWG
58
Summit Wealth Group
Vermont
$2.06M -$38.8K -1,618 -2%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.05M -$2.33K -97 -0.1%
PR
60
Payden & Rygel
California
$2.03M – – –
BCM
61
Brookstone Capital Management
Illinois
$2.02M -$190K -7,938 -9%
Franklin Resources
62
Franklin Resources
California
$1.97M +$1.86M +77,734 +2,910%
BMD
63
Better Money Decisions
New Mexico
$1.96M -$66.9K -2,792 -3%
AI
64
Accredited Investors
Minnesota
$1.96M -$37.6K -1,569 -2%
SPIA
65
Strategic Point Investment Advisors
Rhode Island
$1.93M +$606K +25,305 +47%
EWM
66
Empirical Wealth Management
Washington
$1.91M +$46.3K +1,933 +3%
CTC
67
Central Trust Company
Missouri
$1.9M -$17.6K -736 -0.9%
BC
68
Brio Consultants
California
$1.89M +$224K +9,351 +14%
OFG
69
Omega Financial Group
California
$1.85M +$70.9K +2,958 +4%
SAG
70
SageView Advisory Group
California
$1.72M -$1.42M -59,339 Closed
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.7M -$623K -25,998 -27%
FCM
72
Fortis Capital Management
Washington
$1.69M -$7.38K -308 -0.4%
RCG
73
Regatta Capital Group
California
$1.69M +$139K +5,803 +9%
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.68M -$49.9K -2,082 -3%
SCA
75
STALEY CAPITAL ADVISERS
Pennsylvania
$1.59M -$240K -10,000 -13%
1 2
3
4 5

SUSB Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2023, worth a combined $617M — up 13% from $547M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SUSB positions and 20 closed out — a net gain of 20 holders — while 90 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28M. The largest seller was Private Ocean, cutting an estimated $6.66M.

  • 264 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $617M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2023 and 20 closed out, a net change of +20 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2023 was Private Ocean, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2023.