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

217 hedge funds and large institutions have $591M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 51

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

4% more funds holding

Funds holding: 209 → 217 (+8)

11.18% less ownership

Funds ownership: 67.75% → 56.57% (-11%)

16% less capital invested

Capital invested by funds: $703M → $591M (-$112M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
217
Holders Change
+8
Holders Change %
+3.83%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
117
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$7.59M
2
Morgan Stanley
Morgan Stanley
New York
+$4.12M
3
LPL Financial
LPL Financial
California
+$2.79M
4
PO
Private Ocean
California
+$2.3M
5
PR
Payden & Rygel
California
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$59.4M
2
Jane Street
Jane Street
New York
-$6.33M
3
SA
Stewardship Advisors
Pennsylvania
-$5.32M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.89M
5
KFS
Kelly Financial Services
Massachusetts
-$3.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
76
Financial Architects (New Jersey)
New Jersey
$1.09M +$62K +2,383 +6%
Citadel Advisors
77
Citadel Advisors
Florida
$1.09M -$2.18M -83,703 -67%
VCM
78
Vision Capital Management
Oregon
$1.07M +$1.07M +41,020 New
RA
79
RFG Advisory
Alabama
$1.05M +$503K +19,307 +91%
BWM
80
Baystate Wealth Management
Massachusetts
$1.03M +$11.5K +443 +1%
AFAS
81
Acorn Financial Advisory Services
Virginia
$1.01M +$38.1K +1,465 +4%
PWM
82
Perigon Wealth Management
California
$1M +$1M +38,593 New
WS
83
Wedbush Securities
California
$991K -$50.5K -1,940 -5%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$969K +$971K +37,304 New
EDRH
85
Edmond de Rothschild Holding
Switzerland
$950K +$208K +7,975 +28%
AFG
86
Albion Financial Group
Utah
$945K +$21.9K +840 +2%
CL
87
CPWM LLC
Washington
$943K +$50.7K +1,949 +6%
LRIA
88
Leonard Rickey Investment Advisors
Washington
$942K +$36K +1,381 +4%
HHGA
89
Halbert Hargrove Global Advisors
California
$928K +$50.6K +1,944 +6%
HighTower Advisors
90
HighTower Advisors
Illinois
$917K +$22K +845 +2%
AC
91
Alexandria Capital
Virginia
$900K +$1.3K +50 +0.1%
SHJ
92
Sharkey, Howes & Javer
Colorado
$852K -$468K -17,964 -35%
SPC
93
Sigma Planning Corp
Michigan
$846K +$222K +8,530 +35%
RG
94
Rathbones Group
United Kingdom
$818K +$266K +10,200 +48%
CWA
95
Clearview Wealth Advisors
Oregon
$800K +$122K +4,681 +18%
KAS
96
Kestra Advisory Services
Texas
$798K +$221K +8,489 +38%
AIP
97
Ameritas Investment Partners
Nebraska
$793K +$31.4K +1,206 +4%
CTC
98
Central Trust Company
Missouri
$755K -$67.8K -2,604 -8%
MM
99
Main Management
California
$754K +$57.3K +2,199 +8%
BFG
100
Berger Financial Group
Minnesota
$746K +$53.3K +2,047 +8%
2 3
4
5 6

SUSB Hedge Fund Activity: Q3 2021 in Review

217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2021, worth a combined $591M — down 16% from $703M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SUSB positions and 12 closed out — a net gain of 9 holders — while 117 added to existing stakes and 51 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $7.59M. The largest seller was Envestnet Asset Management, cutting an estimated $59.4M.

  • 217 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2021, up from 209 in Q2 2021.
  • Funds reported $591M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2021, down 16% quarter-over-quarter.
  • 21 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2021 and 12 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $7.59M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2021.