iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
146 hedge funds and large institutions have $360M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 26 reducing their positions, and 7 closing their positions.
371% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 7
181% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 26
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more funds holding
Funds holding: 124 → 146 (+22)
17% more capital invested
Capital invested by funds: $307M → $360M (+$52.3M)
5.54% less ownership
Funds ownership: 75.28% → 69.74% (-5.5%)
Top Buyers
| 1 |
PO
Private Ocean
San Rafael,
California
|
+$6.67M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.33M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$4.25M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$3.44M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.53M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$2.35M |
| 3 |
Jane Street
New York
|
-$1.64M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$930K |
| 5 |
PR
Payden & Rygel
Los Angeles,
California
|
-$577K |
SUSB Hedge Fund Activity: Q4 2020 in Review
146 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2020, worth a combined $360M — up 17% from $307M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SUSB positions and 7 closed out — a net gain of 26 holders — while 73 added to existing stakes and 26 trimmed.
The largest buyer was Private Ocean, adding an estimated $6.67M. The largest seller was Envestnet Asset Management, cutting an estimated $2.53M.
- 146 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2020, up from 124 in Q3 2020.
- Funds reported $360M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2020, up 17% quarter-over-quarter.
- 33 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2020 and 7 closed out, a net change of +26 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2020 was Private Ocean, an estimated $6.67M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2020.