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

124 hedge funds and large institutions have $307M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $256M → $307M (+$51.5M)

7% more funds holding

Funds holding: 116 → 124 (+8)

7.5% less ownership

Funds ownership: 82.78% → 75.28% (-7.5%)

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
22
Increased
72
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PO
Private Ocean
California
+$12M
2
Morgan Stanley
Morgan Stanley
New York
+$5.5M
3
WU
Wealthsimple US
New York
+$4.65M
4
PI
PFS Investments
Georgia
+$3.96M
5
BlackRock
BlackRock
New York
+$3.59M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.48M
2
RWP
RWA Wealth Partners
Massachusetts
-$1.86M
3
AI
Atria Investments
North Carolina
-$1.28M
4
AO
Advisor OS
Illinois
-$1.21M
5
ACM
Anfield Capital Management
California
-$921K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
76
Arbor Trust Wealth Advisors
Michigan
$423K – – –
NFG
77
Next Financial Group
Texas
$423K +$423K +16,219 New
CFIA
78
Cantor Fitzgerald Investment Advisors
New York
$416K -$48K -1,838 -10%
MIS
79
Morningstar Investment Services
Illinois
$400K +$61.9K +2,372 +18%
PA
80
PFG Advisors
Arizona
$392K +$394K +15,076 New
WCWM
81
Willow Creek Wealth Management
California
$363K +$363K +13,902 New
RW
82
REDW Wealth
New Mexico
$338K +$338K +12,951 New
TPCW
83
TD Private Client Wealth
New York
$332K -$66.6K -2,551 -17%
PP
84
PDS Planning
Ohio
$322K +$1.15K +44 +0.4%
RA
85
RFG Advisory
Alabama
$308K +$308K +11,788 New
PA
86
Parkside Advisors
California
$307K +$106K +4,054 +53%
BPA
87
Beacon Pointe Advisors
California
$291K -$34.9K -1,338 -11%
5L
88
55I LLC
Massachusetts
$279K +$279K +10,670 New
FCM
89
Firestone Capital Management
Florida
$255K +$940 +36 +0.4%
SDWMA
90
Schneider Downs Wealth Management Advisors
Pennsylvania
$242K +$16.5K +631 +7%
SPIA
91
Strategic Point Investment Advisors
Rhode Island
$237K +$237K +9,080 New
VHAM
92
Van Hulzen Asset Management
California
$232K – – –
PAS
93
Park Avenue Securities
New York
$230K +$230K +8,817 New
OWM
94
Orgel Wealth Management
Wisconsin
$227K +$10.8K +412 +5%
PMG
95
ProVise Management Group
Florida
$224K +$22K +843 +11%
FAAS
96
First Allied Advisory Services
California
$201K +$201K +7,702 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$26.4K +1,012 +20%
AIC
98
Archer Investment Corporation
Indiana
$147K +$77.2K +2,959 +111%
TAIM
99
TD Ameritrade Investment Management
Nebraska
$142K +$38.7K +1,481 +37%
SPIA
100
Steward Partners Investment Advisory
New York
$104K -$41.2K -1,580 -28%
2 3
4
5 6

SUSB Hedge Fund Activity: Q3 2020 in Review

124 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2020, worth a combined $307M — up 20% from $256M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSB positions and 14 closed out — a net gain of 8 holders — while 72 added to existing stakes and 13 trimmed.

The largest buyer was Private Ocean, adding an estimated $12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.48M sold.

  • 124 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2020, up from 116 in Q2 2020.
  • Funds reported $307M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2020, up 20% quarter-over-quarter.
  • 22 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2020 and 14 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2020 was Private Ocean, an estimated $12M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $3.48M sold.

Based on aggregated 13F filings for Q3 2020.