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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

103 hedge funds and large institutions have $216M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 16

41% more capital invested

Capital invested by funds: $153M → $216M (+$62.9M)

17% more funds holding

Funds holding: 88103 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.99% less ownership

Funds ownership: 91.57%89.58% (-2%)

Holders
103
Holders Change
+15
Holders Change %
+17.05%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
56
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$117K -$4.62K -183 -4%
FCA
77
FinTrust Capital Advisors
South Carolina
$113K
OPS
78
Orion Portfolio Solutions
Nebraska
$108K +$110K +4,342 New
EDRH
79
Edmond de Rothschild Holding
Switzerland
$105K +$36.8K +1,458 +53%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$101K +$227 +9 +0.2%
CI
81
CX Institutional
Indiana
$81K +$52.8K +2,092 +180%
AIC
82
Archer Investment Corporation
Indiana
$73K
TF
83
TimeScale Financial
Massachusetts
$67K +$68.5K +2,714 New
AssetMark Inc
84
AssetMark Inc
California
$60K +$25.9K +1,025 +74%
AIC
85
Ameritas Investment Company
Nebraska
$48K +$4.44K +176 +10%
SFS
86
Sowell Financial Services
Arkansas
$38K +$151 +6 +0.4%
MWM
87
MBE Wealth Management
Wisconsin
$36K +$36.5K +1,446 New
AWM
88
AllSquare Wealth Management
New York
$31K
CAL
89
Capital Analysts LLC
Pennsylvania
$31K +$31.3K +1,240 New
US Bancorp
90
US Bancorp
Minnesota
$29K +$29.7K +1,175 New
RCA
91
Rowland Carmichael Advisors
Arizona
$24K +$6.79K +269 +38%
GWM
92
Geneos Wealth Management
Colorado
$23K
TRCT
93
Tower Research Capital (TRC)
New York
$19K +$19.7K +782 New
AF
94
Advisornet Financial
Minnesota
$17K -$51K -2,021 -75%
PO
95
Private Ocean
California
$17K
SF
96
Synovus Financial
Georgia
$16K +$2.9K +115 +21%
EIP
97
Ellis Investment Partners
Pennsylvania
$14K +$3.21K +127 +28%
Citigroup
98
Citigroup
New York
$12K
LFG
99
LifePlan Financial Group
Ohio
$12K
RWG
100
Regal Wealth Group
California
$11K

SUSB Hedge Fund Activity: Q1 2020 in Review

103 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2020, worth a combined $216M — up 41% from $153M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUSB positions and 3 closed out — a net gain of 17 holders — while 56 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $34.4M. The largest seller was Raymond James & Associates, cutting an estimated $3.24M.

  • 103 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2020, up from 88 in Q4 2019.
  • Funds reported $216M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2020, up 41% quarter-over-quarter.
  • 20 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2020 and 3 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $34.4M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2020 was Raymond James & Associates, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2020.