We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $666M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89%67.47% (-1.4%)

2% less funds holding

Funds holding: 298292 (-6)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
292
Holders Change
-6
Holders Change %
-2.01%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
124
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.9M +$28.3K +1,134 +1%
OCM
52
One Capital Management
California
$2.86M -$128K -5,138 -4%
FT
53
Fiduciary Trust
Massachusetts
$2.82M -$152K -6,110 -5%
BC
54
Brio Consultants
California
$2.76M -$146K -5,859 -5%
KWA
55
Kondo Wealth Advisors
California
$2.66M -$674K -27,010 -20%
CA
56
CGN Advisors
Kansas
$2.54M +$47.9K +1,922 +2%
HighTower Advisors
57
HighTower Advisors
Illinois
$2.47M -$98.4K -3,948 -4%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$2.26M -$54.5K -2,185 -2%
PR
59
Payden & Rygel
California
$2.23M
RCG
60
Regatta Capital Group
California
$2.21M +$151K +6,042 +7%
PA
61
Parkside Advisors
California
$2.17M -$61.7K -2,476 -3%
Stifel Financial
62
Stifel Financial
Missouri
$2.16M +$157K +6,287 +8%
EWM
63
Empirical Wealth Management
Washington
$2.06M +$71K +2,848 +4%
FFM
64
Flagstone Financial Management
Nebraska
$2.05M +$51.4K +2,063 +3%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$1.99M +$50.9K +2,043 +3%
CNBT
66
Canandaigua National Bank & Trust
New York
$1.96M +$65.3K +2,620 +3%
BCM
67
Brookstone Capital Management
Illinois
$1.89M -$107K -4,288 -5%
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$1.88M -$126K -5,070 -6%
CPCM
69
Cardinal Point Capital Management
Ontario, Canada
$1.85M +$478K +19,170 +35%
OFG
70
Omega Financial Group
California
$1.83M +$10.5K +423 +0.6%
SCA
71
STALEY CAPITAL ADVISERS
Pennsylvania
$1.76M +$499K +20,000 +40%
BMD
72
Better Money Decisions
New Mexico
$1.74M +$41.8K +1,678 +2%
FTUS
73
Flow Traders U.S.
New York
$1.73M +$1.71M +68,743 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.71M -$132K -5,306 -7%
PP
75
PrairieView Partners
Minnesota
$1.62M +$88.5K +3,551 +6%

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.