SUSB icon

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

Overview Fund Activity

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$11.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$75.8M
4
EFP
4
Elser Financial Planning
Indiana
$6.53M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$11.6M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$1.93M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LRIA
101
Leonard Rickey Investment Advisors
Washington
$1.21M 48,994 -677 -1%
SAG
102
SageView Advisory Group
California
$1.19M 48,149 +454 +1%
WCWM
103
Willow Creek Wealth Management
California
$1.13M 45,591 +1,989 +5%
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.08M 43,899 -12,795 -23%
DC
105
Davenport & Co
Virginia
$1.06M 43,115 +5,836 +16%
JFA
106
JNBA Financial Advisors
Minnesota
$1.05M 42,645 -1,310 -3%
VFA
107
Valeo Financial Advisors
Indiana
$1.05M 42,483 – –
CFIA
108
Cantor Fitzgerald Investment Advisors
New York
$1.05M 42,330 -836 -2%
SWG
109
Summit Wealth Group
Vermont
$1.03M 41,879 -19,049 -31%
William Blair & Company
110
William Blair & Company
Illinois
$1.03M 41,657 +379 +0.9%
Raymond James Financial
111
Raymond James Financial
Florida
$995K 40,291 +40,291 New
JSAM
112
J. Safra Asset Management
New York
$976K 39,506 – –
OWA
113
Opal Wealth Advisors
New York
$976K 39,505 +3,821 +11%
HGWM
114
Horst & Graben Wealth Management
Oregon
$945K 38,276 +11,289 +42%
LFA
115
Level Financial Advisors
New York
$920K 37,255 +8,064 +28%
UB
116
UMB Bank
Missouri
$900K 36,448 -15,261 -30%
CAM
117
Cresset Asset Management
Illinois
$894K 36,196 +36,196 New
CTC
118
Central Trust Company
Missouri
$848K 34,351 -300 -0.9%
PHIC
119
Pine Haven Investment Counsel
Massachusetts
$833K 33,742 +3,325 +11%
BFM
120
Boston Financial Management
Massachusetts
$827K 33,475 +1,890 +6%
Franklin Resources
121
Franklin Resources
California
$826K 33,430 -23,605 -41%
IGAM
122
iA Global Asset Management
Quebec, Canada
$805K 32,600 -4,600 -12%
FCIM
123
Fairview Capital Investment Management
California
$803K 32,500 +700 +2%
AFG
124
Albion Financial Group
Utah
$773K 31,290 +330 +1%
AWM
125
Aprio Wealth Management
Georgia
$762K 30,834 +445 +1%
3 4
5
6 7