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

241 hedge funds and large institutions have $618M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 248 → 241 (-7)

3.21% less ownership

Funds ownership: 64.11% → 60.9% (-3.2%)

9% less capital invested

Capital invested by funds: $682M → $618M (-$63.4M)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
241
Holders Change
-7
Holders Change %
-2.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
76
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.62M
2
FPF
First Pacific Financial
Washington
+$8.55M
3
DWM
Destination Wealth Management
California
+$3.93M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.86M
5
Wells Fargo
Wells Fargo
California
+$3.77M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$15.5M
3
Jane Street
Jane Street
New York
-$6.7M
4
PAG
Private Advisor Group
New Jersey
-$4.4M
5
OMC
Old Mission Capital
Illinois
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
76
MMA Asset Management
Pennsylvania
$1.19M +$5.47K +218 +0.4%
FT
77
Fiduciary Trust
Massachusetts
$1.19M +$11K +438 +0.9%
HighTower Advisors
78
HighTower Advisors
Illinois
$1.18M -$337K -13,441 -22%
WCWM
79
Willow Creek Wealth Management
California
$1.17M +$582K +23,176 +95%
OWA
80
Opal Wealth Advisors
New York
$1.14M -$350K -13,961 -23%
TPCW
81
TD Private Client Wealth
New York
$1.14M +$792K +31,539 +215%
LRIA
82
Leonard Rickey Investment Advisors
Washington
$1.12M +$176K +7,016 +18%
Bank Julius Baer & Co
83
Bank Julius Baer & Co
Switzerland
$1.08M – – –
APP
84
Avantax Planning Partners
Iowa
$1.07M +$1.1M +43,633 New
HHGA
85
Halbert Hargrove Global Advisors
California
$1.07M +$187K +7,453 +21%
BBA
86
Braun-Bostich & Associates
Pennsylvania
$1.07M +$1.09M +43,415 New
RCAG
87
Rehmann Capital Advisory Group
Michigan
$1.07M -$255K -10,147 -19%
EDRH
88
Edmond de Rothschild Holding
Switzerland
$1.03M +$108K +4,296 +11%
FANJ
89
Financial Architects (New Jersey)
New Jersey
$1.03M -$100 -4 -0%
BMD
90
Better Money Decisions
New Mexico
$1.03M +$12.5K +500 +1%
LFA
91
Level Financial Advisors
New York
$1.01M +$254K +10,120 +33%
CL
92
CPWM LLC
Washington
$968K +$75.5K +3,009 +8%
MML Investors Services
93
MML Investors Services
Massachusetts
$939K -$1.58M -63,004 -62%
AFAS
94
Acorn Financial Advisory Services
Virginia
$916K -$66.3K -2,640 -7%
AFG
95
Albion Financial Group
Utah
$899K +$2.13K +85 +0.2%
EH
96
Equitable Holdings
New York
$884K -$491K -19,575 -35%
GW
97
GW & Wade
Massachusetts
$882K +$100K +3,985 +13%
5L
98
55I LLC
Massachusetts
$880K -$1.86M -73,920 -67%
PAG
99
Private Advisor Group
New Jersey
$875K -$4.4M -175,142 -83%
LRWA
100
Long Run Wealth Advisors
New York
$863K +$120K +4,780 +16%
2 3
4
5 6

SUSB Hedge Fund Activity: Q1 2022 in Review

241 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2022, worth a combined $618M — down 9.3% from $682M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SUSB and 30 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was Morgan Stanley, adding an estimated $8.62M. The largest seller was Envestnet Asset Management, cutting an estimated $39.1M.

  • 241 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2022, down from 248 in Q4 2021.
  • Funds reported $618M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2022, down 9.3% quarter-over-quarter.
  • 30 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2022 and 34 closed out, a net change of -4 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $8.62M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2022.