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

241 hedge funds and large institutions have $618M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 248 → 241 (-7)

3.21% less ownership

Funds ownership: 64.11% → 60.9% (-3.2%)

9% less capital invested

Capital invested by funds: $682M → $618M (-$63.4M)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
241
Holders Change
-7
Holders Change %
-2.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
76
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.62M
2
FPF
First Pacific Financial
Washington
+$8.55M
3
DWM
Destination Wealth Management
California
+$3.93M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.86M
5
Wells Fargo
Wells Fargo
California
+$3.77M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$15.5M
3
Jane Street
Jane Street
New York
-$6.7M
4
PAG
Private Advisor Group
New Jersey
-$4.4M
5
OMC
Old Mission Capital
Illinois
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
101
Baystate Wealth Management
Massachusetts
$854K -$196K -7,795 -18%
CTC
102
Central Trust Company
Missouri
$839K +$238K +9,467 +39%
OWA
103
One Wealth Advisors
California
$801K -$695K -27,692 -46%
KFAA
104
Klaas Financial Asset Advisors
Illinois
$800K +$294K +11,729 +56%
WS
105
Wedbush Securities
California
$784K -$70.8K -2,820 -8%
JFA
106
JNBA Financial Advisors
Minnesota
$765K +$405K +16,141 +108%
PL
107
Plancorp LLC
Missouri
$764K +$778K +30,999 New
HR
108
Hardy Reed
Mississippi
$735K – – –
Financial Engines Advisors
109
Financial Engines Advisors
California
$735K +$749K +29,832 New
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$730K -$18.5K -736 -2%
MCWS
111
McKinley Carter Wealth Services
West Virginia
$729K +$173K +6,911 +30%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$726K +$62.1K +2,475 +9%
FCIM
113
Fairview Capital Investment Management
California
$713K – – –
AIP
114
Ameritas Investment Partners
Nebraska
$711K -$105K -4,200 -13%
BAAM
115
Baker Avenue Asset Management
California
$710K +$86.3K +3,440 +14%
NA
116
NewEdge Advisors
Louisiana
$707K +$133K +5,308 +23%
FCM
117
Fortis Capital Management
Washington
$703K +$717K +28,550 New
IA
118
IFP Advisors
Florida
$689K +$652K +25,985 +1,199%
CCM
119
Cribstone Capital Management
Maine
$684K +$17.5K +699 +3%
RA
120
RFG Advisory
Alabama
$682K +$197K +7,859 +40%
JBA
121
Johnson Bixby & Associates
Washington
$682K +$392K +15,611 +129%
RG
122
Rathbones Group
United Kingdom
$677K – – –
SPC
123
Sigma Planning Corp
Michigan
$649K +$20.4K +813 +3%
AWS
124
Atria Wealth Solutions
New York
$649K +$662K +26,378 New
IAIM
125
Industrial Alliance Investment Management
Quebec, Canada
$645K – – –
3 4
5
6 7

SUSB Hedge Fund Activity: Q1 2022 in Review

241 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2022, worth a combined $618M — down 9.3% from $682M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SUSB and 30 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was Morgan Stanley, adding an estimated $8.62M. The largest seller was Envestnet Asset Management, cutting an estimated $39.1M.

  • 241 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2022, down from 248 in Q4 2021.
  • Funds reported $618M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2022, down 9.3% quarter-over-quarter.
  • 30 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2022 and 34 closed out, a net change of -4 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $8.62M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2022.