We are live on ! Find out more
SUSB icon

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

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47% → 66.39% (-1.1%)

1% less funds holding

Funds holding: 292 → 288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$12.5M
2
SG
Stanich Group
New York
+$2.34M
3
LPL Financial
LPL Financial
California
+$2.29M
4
Goldman Sachs
Goldman Sachs
New York
+$2.24M
5
SC
Savant Capital
Illinois
+$1.98M

Top Sellers

1
II
Impact Investors
California
-$3.17M
2
I
IMPACTfolio
Colorado
-$2.19M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.55M
4
FTUS
Flow Traders U.S.
New York
-$1.17M
5
Osaic Holdings
Osaic Holdings
Arizona
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
51
Brio Consultants
California
$2.98M +$212K +8,408 +8%
CA
52
CGN Advisors
Kansas
$2.9M +$353K +14,029 +14%
FT
53
Fiduciary Trust
Massachusetts
$2.85M +$15.6K +618 +0.6%
KWA
54
Kondo Wealth Advisors
California
$2.6M -$91K -3,613 -3%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.6M +$112K +4,443 +5%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$2.59M +$324K +12,851 +14%
Stifel Financial
57
Stifel Financial
Missouri
$2.37M +$191K +7,586 +9%
SG
58
Stanich Group
New York
$2.35M +$2.34M +92,752 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2.29M -$662K -26,304 -23%
RCG
60
Regatta Capital Group
California
$2.25M +$28.2K +1,118 +1%
PR
61
Payden & Rygel
California
$2.24M – – –
Osaic Holdings
62
Osaic Holdings
Arizona
$2.17M -$793K -31,480 -27%
EWM
63
Empirical Wealth Management
Washington
$2.13M +$64.7K +2,570 +3%
FFM
64
Flagstone Financial Management
Nebraska
$2.1M +$35.2K +1,398 +2%
BCM
65
Brookstone Capital Management
Illinois
$2.09M +$186K +7,382 +10%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$2M +$151 +6 +0%
CNBT
67
Canandaigua National Bank & Trust
New York
$1.98M +$4.89K +194 +0.2%
CPCM
68
Cardinal Point Capital Management
Ontario, Canada
$1.98M +$112K +4,465 +6%
SPIA
69
Strategic Point Investment Advisors
Rhode Island
$1.92M +$34.5K +1,370 +2%
PSA
70
Plum Street Advisors
Louisiana
$1.88M +$506K +20,097 +37%
OFG
71
Omega Financial Group
California
$1.87M +$28K +1,113 +2%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.84M +$116K +4,609 +7%
SCA
73
STALEY CAPITAL ADVISERS
Pennsylvania
$1.77M – – –
UB
74
UMB Bank
Missouri
$1.47M +$54K +2,143 +4%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$1.47M +$48.6K +1,929 +3%
1 2
3
4 5

SUSB Hedge Fund Activity: Q3 2025 in Review

288 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2025, worth a combined $680M — up 2.1% from $666M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUSB positions and 14 closed out — a net gain of 6 holders — while 151 added to existing stakes and 61 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $12.5M. The largest seller was Impact Investors, cutting an estimated $3.17M.

  • 288 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2025, down from 292 in Q2 2025.
  • Funds reported $680M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2025, up 2.1% quarter-over-quarter.
  • 20 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2025 and 14 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $12.5M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2025 was Impact Investors, an estimated $3.17M sold.

Based on aggregated 13F filings for Q3 2025.