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

178 hedge funds and large institutions have $485M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 19

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

35% more capital invested

Capital invested by funds: $360M → $485M (+$125M)

22% more funds holding

Funds holding: 146 → 178 (+32)

2.66% less ownership

Funds ownership: 69.74% → 67.08% (-2.7%)

Holders
178
Holders Change
+32
Holders Change %
+21.92%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
50
Increased
93
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$31.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.2M
3
MWM
Mattern Wealth Management
Kansas
+$9.92M
4
UBS Group
UBS Group
Switzerland
+$6.63M
5
Ameriprise
Ameriprise
Minnesota
+$6.52M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.62M
2
FI
FormulaFolio Investments
Michigan
-$4.26M
3
FTUS
Flow Traders U.S.
New York
-$3.04M
4
HPC
HM Payson & Co
Maine
-$2.95M
5
Citadel Advisors
Citadel Advisors
Florida
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
101
Rathbones Group
United Kingdom
$407K +$408K +15,650 New
SHJ
102
Sharkey, Howes & Javer
Colorado
$399K +$400K +15,346 New
RW
103
REDW Wealth
New Mexico
$396K +$49.4K +1,893 +14%
WCWM
104
Willow Creek Wealth Management
California
$386K +$11K +421 +3%
PP
105
PDS Planning
Ohio
$385K +$70.9K +2,719 +22%
AGA
106
Arkos Global Advisors
Texas
$383K -$2.87K -110 -0.7%
Prudential Financial
107
Prudential Financial
New Jersey
$350K +$351K +13,467 New
ODCM
108
Old Dominion Capital Management
Virginia
$346K +$347K +13,314 New
OPS
109
Orion Portfolio Solutions
Nebraska
$343K -$61.6K -2,364 -15%
OWA
110
One Wealth Advisors
California
$319K +$320K +12,283 New
Creative Planning
111
Creative Planning
Kansas
$314K +$99.7K +3,824 +46%
LRIA
112
Leonard Rickey Investment Advisors
Washington
$313K +$314K +12,052 New
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$300K +$301K +11,549 New
BDFN
114
Bond & Devick Financial Network
Minnesota
$295K +$296K +11,344 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$295K +$296K +11,371 New
SPIA
116
Steward Partners Investment Advisory
New York
$294K +$156K +5,968 +111%
G
117
GenTrust
Florida
$289K +$291K +11,150 New
BPA
118
Beacon Pointe Advisors
California
$285K +$78 +3 +0%
KLI
119
Kelman-Lazarov Inc
Tennessee
$284K +$285K +10,927 New
CFIA
120
Cantor Fitzgerald Investment Advisors
New York
$278K – – –
SDWMA
121
Schneider Downs Wealth Management Advisors
Pennsylvania
$263K +$7.95K +305 +3%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$37.9K +1,453 +17%
FCM
123
Firestone Capital Management
Florida
$258K +$67.7K +2,598 +35%
OWM
124
Orgel Wealth Management
Wisconsin
$250K +$21.2K +812 +9%
SPIA
125
Strategic Point Investment Advisors
Rhode Island
$239K – – –
3 4
5
6 7

SUSB Hedge Fund Activity: Q1 2021 in Review

178 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2021, worth a combined $485M — up 35% from $360M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SUSB positions and 15 closed out — a net gain of 35 holders — while 93 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.3M. The largest seller was BlackRock, exiting entirely with an estimated $5.62M sold.

  • 178 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $485M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2021, up 35% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2021 and 15 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2021 was Morgan Stanley, an estimated $31.3M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $5.62M sold.

Based on aggregated 13F filings for Q1 2021.