We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

248 hedge funds and large institutions have $682M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 55

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $591M → $682M (+$90.4M)

14% more funds holding

Funds holding: 217248 (+31)

7.54% more ownership

Funds ownership: 56.57%64.11% (+7.5%)

Holders
248
Holders Change
+31
Holders Change %
+14.29%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
117
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
101
Halbert Hargrove Global Advisors
California
$924K +$7.7K +299 +0.8%
WS
102
Wedbush Securities
California
$888K -$90.3K -3,507 -9%
WP
103
WealthSource Partners
California
$882K -$820K -31,856 -48%
CHP
104
Cable Hill Partners
Oregon
$864K +$446K +17,308 +106%
EWM
105
Empirical Wealth Management
Washington
$851K +$210K +8,149 +33%
AIP
106
Ameritas Investment Partners
Nebraska
$848K +$65.8K +2,553 +8%
NA
107
Nottingham Advisors
New York
$829K +$537K +20,850 +182%
Prudential Financial
108
Prudential Financial
New Jersey
$816K -$665K -25,806 -45%
GW
109
GW & Wade
Massachusetts
$816K +$151K +5,847 +23%
LFA
110
Level Financial Advisors
New York
$796K +$799K +31,035 New
CA
111
CGN Advisors
Kansas
$795K +$271K +10,539 +52%
LRWA
112
Long Run Wealth Advisors
New York
$784K +$785K +30,486 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$779K +$378K +14,693 +94%
HR
114
Hardy Reed
Mississippi
$765K +$146K +5,672 +23%
FCIM
115
Fairview Capital Investment Management
California
$742K +$16.1K +625 +2%
BFG
116
Berger Financial Group
Minnesota
$737K +$541 +21 +0.1%
RG
117
Rathbones Group
United Kingdom
$705K -$103K -4,000 -13%
CCM
118
Cribstone Capital Management
Maine
$694K +$112K +4,359 +19%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$693K +$105K +4,089 +18%
FPF
120
First Pacific Financial
Washington
$680K +$682K +26,495 New
IAIM
121
Industrial Alliance Investment Management
Quebec, Canada
$672K +$675K +26,200 New
SPC
122
Sigma Planning Corp
Michigan
$655K -$182K -7,053 -22%
BAAM
123
Baker Avenue Asset Management
California
$651K
CTC
124
Central Trust Company
Missouri
$631K -$115K -4,481 -15%
WCWM
125
Willow Creek Wealth Management
California
$627K +$125K +4,857 +25%

SUSB Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2021, worth a combined $682M — up 15% from $591M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SUSB positions and 13 closed out — a net gain of 36 holders — while 117 added to existing stakes and 55 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $35.1M.

  • 248 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $682M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 49 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2021 and 13 closed out, a net change of +36 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $33.5M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2021.