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

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more capital invested

Capital invested by funds: $547M → $617M (+$69.7M)

7% more funds holding

Funds holding: 246 → 264 (+18)

6.93% more ownership

Funds ownership: 64.38% → 71.31% (+6.9%)

11% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 101

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$5.88M
3
PWM
Perigon Wealth Management
California
+$4.17M
4
OMC
Old Mission Capital
Illinois
+$4.06M
5
Northern Trust
Northern Trust
Illinois
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
PO
Private Ocean
California
-$6.66M
2
AI
Atria Investments
North Carolina
-$2.49M
3
UBS Group
UBS Group
Switzerland
-$2.22M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
76
Bartlett & Co
Ohio
$1.56M +$42.2K +1,762 +3%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$1.56M +$42.2K +1,762 +3%
AWM
78
Aprio Wealth Management
Georgia
$1.54M +$1.01M +42,205 +206%
PA
79
Parkside Advisors
California
$1.53M +$65.9K +2,748 +5%
ACA
80
Affinity Capital Advisors
California
$1.52M -$545K -22,734 -27%
OCM
81
One Capital Management
California
$1.51M +$312 +13 +0%
MWM
82
Mascoma Wealth Management
New Hampshire
$1.5M -$250K -10,429 -15%
FPCP
83
Fort Point Capital Partners
California
$1.5M +$1.13M +47,316 +343%
ASN
84
Advisory Services Network
Georgia
$1.49M -$54.5K -2,274 -4%
CPCM
85
Cardinal Point Capital Management
Ontario, Canada
$1.49M +$10.1K +420 +0.7%
LWMG
86
Levy Wealth Management Group
Pennsylvania
$1.48M -$5.54K -231 -0.4%
PSA
87
Plum Street Advisors
Louisiana
$1.47M +$1.44M +60,045 New
JFA
88
JNBA Financial Advisors
Minnesota
$1.43M -$527 -22 -0%
OWA
89
Opal Wealth Advisors
New York
$1.42M +$143K +5,980 +12%
Stifel Financial
90
Stifel Financial
Missouri
$1.35M +$140K +5,858 +12%
TPCW
91
TD Private Client Wealth
New York
$1.34M +$5.7K +238 +0.4%
FGAM
92
Financial Gravity Asset Management
Texas
$1.34M +$201K +8,398 +52%
GW
93
GW & Wade
Massachusetts
$1.23M +$281K +11,704 +30%
SFA
94
Sequoia Financial Advisors
Ohio
$1.22M +$1.2M +49,988 New
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$1.2M +$187K +7,783 +19%
LRIA
96
Leonard Rickey Investment Advisors
Washington
$1.2M +$78.3K +3,269 +7%
CAN
97
Cetera Advisor Networks
California
$1.18M -$51.2K -2,138 -4%
EH
98
Equitable Holdings
New York
$1.13M +$258K +10,748 +30%
Bank Julius Baer & Co
99
Bank Julius Baer & Co
Switzerland
$1.08M -$13K -541 -1%
CFIA
100
Cantor Fitzgerald Investment Advisors
New York
$1.05M +$1.03M +42,979 New
2 3
4
5 6

SUSB Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2023, worth a combined $617M — up 13% from $547M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SUSB positions and 20 closed out — a net gain of 20 holders — while 90 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28M. The largest seller was Private Ocean, cutting an estimated $6.66M.

  • 264 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $617M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2023 and 20 closed out, a net change of +20 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2023 was Private Ocean, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2023.