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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

3% more funds holding

Funds holding: 244251 (+7)

1.75% more ownership

Funds ownership: 59.35%61.1% (+1.7%)

1% less capital invested

Capital invested by funds: $563M → $555M (-$7.6M)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
101
Avantax Planning Partners
Iowa
$876K -$165K -6,866 -16%
MMA
102
Miracle Mile Advisors
California
$827K +$119K +4,932 +16%
BWM
103
Baystate Wealth Management
Massachusetts
$811K -$97.6K -4,059 -11%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$795K +$33.4K +1,388 +4%
GW
105
GW & Wade
Massachusetts
$794K +$38.6K +1,604 +5%
LRWA
106
Long Run Wealth Advisors
New York
$787K +$18.1K +751 +2%
MML Investors Services
107
MML Investors Services
Massachusetts
$783K -$66.8K -2,776 -8%
PC
108
Pecaut & Co
Iowa
$775K -$5.84K -243 -0.7%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$724K -$6.61K -275 -0.9%
FCIM
110
Fairview Capital Investment Management
California
$711K +$31.9K +1,325 +5%
BIA
111
Bigelow Investment Advisors
Maine
$710K -$417K -17,324 -36%
LWMG
112
Levy Wealth Management Group
Pennsylvania
$693K +$710K +29,504 New
AFG
113
Albion Financial Group
Utah
$691K -$167K -6,950 -19%
IA
114
IFP Advisors
Florida
$686K -$3.03K -126 -0.4%
BAAM
115
Baker Avenue Asset Management
California
$677K
EH
116
Equitable Holdings
New York
$668K -$92.8K -3,860 -12%
CCM
117
Cribstone Capital Management
Maine
$667K +$8.3K +345 +1%
SPC
118
Sigma Planning Corp
Michigan
$664K +$78.2K +3,250 +13%
AIP
119
Ameritas Investment Partners
Nebraska
$651K -$23.3K -968 -3%
RG
120
Rathbones Group
United Kingdom
$646K
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$643K +$25.5K +1,061 +4%
SFS
122
Sowell Financial Services
Arkansas
$637K +$652K +27,115 New
ODIJL
123
One Day In July LLC
Vermont
$627K -$343K -14,248 -35%
CPWMP
124
Cardinal Point Wealth Management Partners
California
$626K -$34.6K -1,440 -5%
FPAS
125
Focus Partners Advisor Solutions
Missouri
$622K -$9.38K -390 -1%

SUSB Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2022, worth a combined $555M — down 1.4% from $563M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSB positions and 13 closed out — a net gain of 9 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46.3M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $31.3M sold.

  • 251 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2022, up from 244 in Q2 2022.
  • Funds reported $555M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2022, down 1.4% quarter-over-quarter.
  • 22 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2022 and 13 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2022 was Goldman Sachs, an estimated $46.3M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $31.3M sold.

Based on aggregated 13F filings for Q3 2022.