iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
76 hedge funds and large institutions have $130M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 4 closing their positions.
457% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 7
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
19% more funds holding
Funds holding: 64 → 76 (+12)
8% more capital invested
Capital invested by funds: $120M → $130M (+$10.2M)
17.04% less ownership
Funds ownership: 118.7% → 101.66% (-17%)
Top Buyers
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$1.97M |
| 2 |
Jane Street
New York
|
+$1.09M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$805K |
| 4 |
BMM
Buffington Mohr McNeal
Boise,
Idaho
|
+$678K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$598K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIAS
76
Shine Investment Advisory Services
Lone Tree,
Colorado
| $2K | +$2K | +79 | New |
|
|
UB
77
UMB Bank
Kansas City,
Missouri
| $479 | – | – | – |
|
|
RCAG
78
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$1.21M | -47,571 | Closed |
|
|
UCFA
79
United Capital Financial Advisors
Irving,
Texas
| – | -$320K | -12,642 | Closed |
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$320K | -12,635 | Closed |
|
|
SI
81
SimpliFi Inc
San Diego,
California
| – | -$220K | -8,665 | Closed |
|
SUSB Hedge Fund Activity: Q3 2019 in Review
76 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2019, worth a combined $130M — up 8.5% from $120M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SUSB positions and 4 closed out — a net gain of 12 holders — while 39 added to existing stakes and 7 trimmed.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $1.97M. The largest seller was Atria Investments, cutting an estimated $1.69M.
- 76 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2019, up from 64 in Q2 2019.
- Funds reported $130M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2019, up 8.5% quarter-over-quarter.
- 16 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2019 and 4 closed out, a net change of +12 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $1.97M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2019 was Atria Investments, an estimated $1.69M sold.
Based on aggregated 13F filings for Q3 2019.