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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

248 hedge funds and large institutions have $682M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 55

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $591M → $682M (+$90.4M)

14% more funds holding

Funds holding: 217248 (+31)

7.54% more ownership

Funds ownership: 56.57%64.11% (+7.5%)

Holders
248
Holders Change
+31
Holders Change %
+14.29%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
117
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
76
Rehmann Capital Advisory Group
Michigan
$1.37M -$5.15K -200 -0.4%
CRI
77
Colonial River Investments
Virginia
$1.35M +$1.36M +52,793 New
RJA
78
Raymond James & Associates
Florida
$1.34M -$742K -28,795 -36%
HGWM
79
Horst & Graben Wealth Management
Oregon
$1.3M -$553K -21,460 -30%
JP Morgan Chase
80
JP Morgan Chase
New York
$1.27M -$7.59M -294,711 -86%
EWS
81
Evergreen Wealth Solutions
Pennsylvania
$1.26M +$1.27M +49,244 New
MAM
82
MMA Asset Management
Pennsylvania
$1.25M +$54.1K +2,102 +4%
VCM
83
Vision Capital Management
Oregon
$1.24M +$189K +7,335 +18%
FT
84
Fiduciary Trust
Massachusetts
$1.22M +$96K +3,726 +8%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$1.19M -$74.9K -2,908 -6%
BIA
86
Bigelow Investment Advisors
Maine
$1.18M -$16.5K -642 -1%
Bank Julius Baer & Co
87
Bank Julius Baer & Co
Switzerland
$1.13M
BWM
88
Baystate Wealth Management
Massachusetts
$1.09M +$73.5K +2,853 +7%
SHJ
89
Sharkey, Howes & Javer
Colorado
$1.08M +$243K +9,424 +29%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$1.07M -$3.94K -153 -0.4%
OCM
91
One Capital Management
California
$1.06M +$577K +22,401 +117%
BMD
92
Better Money Decisions
New Mexico
$1.06M -$47.5K -1,845 -4%
APA
93
Astoria Portfolio Advisors
New York
$1.06M +$1.06M +41,197 New
AFAS
94
Acorn Financial Advisory Services
Virginia
$1.02M +$25K +971 +2%
HGWM
95
Harvest Group Wealth Management
Massachusetts
$991K +$575K +22,306 +136%
LRIA
96
Leonard Rickey Investment Advisors
Washington
$982K +$52.4K +2,034 +6%
EDRH
97
Edmond de Rothschild Holding
Switzerland
$967K +$29.3K +1,139 +3%
FAIM
98
Financial Advocates Investment Management
Washington
$948K +$231K +8,976 New
CL
99
CPWM LLC
Washington
$943K
AFG
100
Albion Financial Group
Utah
$934K +$129 +5 +0%

SUSB Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2021, worth a combined $682M — up 15% from $591M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SUSB positions and 13 closed out — a net gain of 36 holders — while 117 added to existing stakes and 55 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $35.1M.

  • 248 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $682M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 49 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2021 and 13 closed out, a net change of +36 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $33.5M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2021.