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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $666M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89%67.47% (-1.4%)

2% less funds holding

Funds holding: 298292 (-6)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
292
Holders Change
-6
Holders Change %
-2.01%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
124
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.55M +$1.22M +49,046 +388%
JSAM
77
J. Safra Asset Management
New York
$1.45M +$4.91K +197 +0.3%
CGL
78
Clarius Group LLC
Washington
$1.45M -$20.1K -807 -1%
UB
79
UMB Bank
Missouri
$1.41M +$150K +6,034 +12%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$1.41M -$132K -5,292 -9%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$1.37M -$641K -25,697 -32%
NA
82
NewEdge Advisors
Louisiana
$1.37M +$14.6K +585 +1%
PSA
83
Plum Street Advisors
Louisiana
$1.36M -$51.5K -2,065 -4%
AFG
84
Albion Financial Group
Utah
$1.22M +$73.9K +2,963 +6%
TPCW
85
TD Private Client Wealth
New York
$1.22M
ASN
86
Advisory Services Network
Georgia
$1.19M -$1.72M -69,119 -59%
DC
87
Davenport & Co
Virginia
$1.17M +$76.5K +3,066 +7%
LRIA
88
Leonard Rickey Investment Advisors
Washington
$1.16M -$92.5K -3,710 -7%
EH
89
Equitable Holdings
New York
$1.15M -$103K -4,139 -8%
Jane Street
90
Jane Street
New York
$1.15M +$452K +18,137 +66%
FPCP
91
Fort Point Capital Partners
California
$1.15M -$110K -4,404 -9%
VFA
92
Valeo Financial Advisors
Indiana
$1.13M -$66.3K -2,660 -6%
WCWM
93
Willow Creek Wealth Management
California
$1.12M -$15.7K -630 -1%
SFA
94
Sequoia Financial Advisors
Ohio
$1.08M -$143K -5,749 -12%
Raymond James Financial
95
Raymond James Financial
Florida
$1.08M +$51.2K +2,054 +5%
SDWMA
96
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M
EI
97
eCIO Inc
Wisconsin
$1.06M +$310K +12,445 +42%
William Blair & Company
98
William Blair & Company
Illinois
$1.06M +$7.58K +304 +0.7%
AssetMark Inc
99
AssetMark Inc
California
$1.06M +$55.8K +2,236 +6%
UCFA
100
United Capital Financial Advisors
Texas
$1.05M -$287K -11,528 -22%

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.