SUSB icon

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

Overview Fund Activity

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$8.4M
2
Northern Trust
2
Northern Trust
Illinois
$5.34M
3
PRIG
3
Payden & Rygel Investment Group
California
$2.03M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.81M
5
AWP
5
Abacus Wealth Partners
California
$1.76M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
76
Bartlett & Co Wealth Management
Ohio
$1.61M 65,693 +1,817 +3%
ASN
77
Advisory Services Network
Georgia
$1.58M 64,471 +3,528 +6%
SFS
78
Sowell Financial Services
Arkansas
$1.53M 62,346 +21,332 +52%
SFA
79
Sequoia Financial Advisors
Ohio
$1.52M 61,979 +11,991 +24%
OCM
80
One Capital Management
California
$1.52M 61,906 +23 +0%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.51M 61,861 -7,531 -11%
FPCP
82
Fort Point Capital Partners
California
$1.49M 60,746 -382 -0.6%
LWMG
83
Levy Wealth Management Group
Pennsylvania
$1.48M 60,611 – –
CPCM
84
Cardinal Point Capital Management
Ontario, Canada
$1.45M 59,413 -1,310 -2%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$1.44M 58,837 +21,663 +58%
Stifel Financial
86
Stifel Financial
Missouri
$1.37M 55,891 +934 +2%
SCA
87
STALEY CAPITAL ADVISERS
Pennsylvania
$1.35M 55,000 -10,000 -15%
TPCW
88
TD Private Client Wealth
New York
$1.25M 51,238 -3,592 -7%
UCFA
89
United Capital Financial Advisors
Texas
$1.24M 50,571 +9,533 +23%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$1.23M 50,149 +1,061 +2%
EH
91
Equitable Holdings
New York
$1.22M 49,635 +3,449 +7%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$1.21M 49,290 +439 +0.9%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$1.2M 48,906 +34,991 +251%
ACA
94
Affinity Capital Advisors
California
$1.19M 48,772 -13,216 -21%
JFA
95
JNBA Financial Advisors
Minnesota
$1.18M 48,296 -10,098 -17%
Bank Julius Baer & Co
96
Bank Julius Baer & Co
Switzerland
$1.08M 44,000 – –
WCWM
97
Willow Creek Wealth Management
California
$1.07M 43,904 +1,273 +3%
CFIA
98
Cantor Fitzgerald Investment Advisors
New York
$1.04M 42,347 -632 -1%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$1.02M 41,697 +6,645 +19%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$1.01M 41,257 +26,902 +187%
2 3
4
5 6