iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
103 hedge funds and large institutions have $216M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 16 reducing their positions, and 3 closing their positions.
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
250% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 16
41% more capital invested
Capital invested by funds: $153M → $216M (+$62.9M)
17% more funds holding
Funds holding: 88 → 103 (+15)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.99% less ownership
Funds ownership: 91.57% → 89.58% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$34.4M |
| 2 |
Jane Street
New York
|
+$6.85M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.44M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.24M |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$509K |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$273K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
-$272K |
| 5 |
PR
Payden & Rygel
Los Angeles,
California
|
-$270K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
101
Next Financial Group
Houston,
Texas
| $11K | +$3K | +119 | +36% |
|
|
PA
102
Parallel Advisors
San Francisco,
California
| $10K | +$11.1K | +440 | New |
|
|
SIAS
103
Shine Investment Advisory Services
Lone Tree,
Colorado
| $6K | +$985 | +39 | +20% |
|
104
BlackRock
New York
| $2K | +$530 | +21 | +34% |
|
|
IFWM
105
Institute for Wealth Management
Denver,
Colorado
| – | -$509K | -20,020 | Closed |
|
|
WCFA
106
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$273K | -10,721 | Closed |
|
|
TI
107
tru Independence
Portland,
Oregon
| – | -$27K | -1,080 | Closed |
|
SUSB Hedge Fund Activity: Q1 2020 in Review
103 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2020, worth a combined $216M — up 41% from $153M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SUSB positions and 3 closed out — a net gain of 17 holders — while 56 added to existing stakes and 16 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $34.4M. The largest seller was Raymond James & Associates, cutting an estimated $3.24M.
- 103 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2020, up from 88 in Q4 2019.
- Funds reported $216M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2020, up 41% quarter-over-quarter.
- 20 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2020 and 3 closed out, a net change of +17 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $34.4M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2020 was Raymond James & Associates, an estimated $3.24M sold.
Based on aggregated 13F filings for Q1 2020.