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

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 11

52% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 82

13% more funds holding

Funds holding: 251 → 284 (+33)

10% more capital invested

Capital invested by funds: $555M → $610M (+$54.9M)

3.1% more ownership

Funds ownership: 61.1% → 64.2% (+3.1%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.1M
2
PI
PFS Investments
Georgia
+$8.77M
3
Ameriprise
Ameriprise
Minnesota
+$6.61M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.16M
5
DJSG
D.J. St. Germain
Massachusetts
+$3.32M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$22.7M
2
CGL
Clarius Group LLC
Washington
-$4.42M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.07M
4
Morgan Stanley
Morgan Stanley
New York
-$3.54M
5
BCM
Brookstone Capital Management
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
76
Johnson Bixby & Associates
Washington
$1.41M +$271K +11,465 +24%
SAG
77
SageView Advisory Group
California
$1.4M +$1.39M +58,975 New
EWM
78
Empirical Wealth Management
Washington
$1.39M +$63.3K +2,682 +5%
BFM
79
Boston Financial Management
Massachusetts
$1.38M -$192K -8,132 -12%
PP
80
PrairieView Partners
Minnesota
$1.35M +$1M +42,483 +297%
EWS
81
Evergreen Wealth Solutions
Pennsylvania
$1.31M -$189K -7,997 -13%
BMM
82
Buffington Mohr McNeal
Idaho
$1.27M -$30.7K -1,300 -2%
Financial Engines Advisors
83
Financial Engines Advisors
California
$1.26M +$231K +9,793 +23%
FANJ
84
Financial Architects (New Jersey)
New Jersey
$1.2M -$1.2K -51 -0.1%
JFA
85
JNBA Financial Advisors
Minnesota
$1.19M +$193K +8,164 +20%
MAM
86
MMA Asset Management
Pennsylvania
$1.18M +$8.45K +358 +0.7%
CHP
87
Cable Hill Partners
Oregon
$1.17M +$92.2K +3,906 +9%
LFA
88
Level Financial Advisors
New York
$1.17M +$228K +9,663 +24%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$1.16M -$603K -25,546 -34%
AWS
90
Atria Wealth Solutions
New York
$1.16M +$569K +24,118 +97%
CA
91
CGN Advisors
Kansas
$1.14M -$13.1K -555 -1%
FCM
92
Fortis Capital Management
Washington
$1.13M +$119K +5,045 +12%
UB
93
UMB Bank
Missouri
$1.12M -$382K -16,195 -26%
LRWA
94
Long Run Wealth Advisors
New York
$1.12M +$319K +13,503 +40%
APP
95
Avantax Planning Partners
Iowa
$1.11M +$220K +9,326 +25%
AFG
96
Affinia Financial Group
Massachusetts
$1.1M +$1.08M +45,850 New
SPIA
97
Strategic Point Investment Advisors
Rhode Island
$1.09M +$811K +34,365 +303%
BC
98
Brio Consultants
California
$1.08M +$105K +4,461 +11%
MG
99
Mather Group
Illinois
$1.06M +$160K +6,762 +18%
OWA
100
One Wealth Advisors
California
$1.05M +$654K +27,712 +168%
2 3
4
5 6

SUSB Hedge Fund Activity: Q4 2022 in Review

284 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2022, worth a combined $610M — up 9.9% from $555M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SUSB positions and 11 closed out — a net gain of 37 holders — while 125 added to existing stakes and 82 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $19.1M. The largest seller was Wells Fargo, cutting an estimated $22.7M.

  • 284 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2022, up from 251 in Q3 2022.
  • Funds reported $610M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2022, up 9.9% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2022 and 11 closed out, a net change of +37 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $19.1M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2022.