SUSB icon

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

Overview Fund Activity

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.

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

1
Morgan Stanley
1
Morgan Stanley
New York
$61.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.3M
3
MWM
3
Mattern Wealth Management
Kansas
$10.1M
4
UBS Group
4
UBS Group
Switzerland
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$16.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
FI
2
FormulaFolio Investments
Michigan
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
HPC
4
HM Payson & Co
Maine
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$239K 9,201 +9,201 New
CWAG
127
Compton Wealth Advisory Group
Virginia
$237K 9,125 +9,125 New
GAM
128
Gould Asset Management
California
$232K 8,945 +8,945 New
SPC
129
Sigma Planning Corp
Michigan
$231K 8,887 +8,887 New
EWM
130
Empirical Wealth Management
Washington
$220K 8,483 +8,483 New
HI
131
Harbour Investments
Wisconsin
$217K 8,335 +8,335 New
COF
132
Capital One Financial
Virginia
$217K 8,362 +8,362 New
NFG
133
Next Financial Group
Texas
$211K 8,123 -1,898 -19%
KWM
134
Kingsview Wealth Management
Oregon
$210K 8,084 +8,084 New
T
135
TrueFG
Texas
$210K 8,090 +8,090 New
LFG
136
Larson Financial Group
Missouri
$196K 7,528 +7,364 +4,490%
TAIM
137
TD Ameritrade Investment Management
Nebraska
$186K 7,097 – –
Deutsche Bank
138
Deutsche Bank
Germany
$175K 6,736 +6,736 New
SWG
139
Summit Wealth Group
Vermont
$169K 6,495 +6,495 New
JFA
140
JNBA Financial Advisors
Minnesota
$167K 6,448 +4,072 +171%
JFGIW
141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K 5,906 +5,906 New
CFD
142
Creative Financial Designs
Indiana
$146K 5,605 +3,949 +238%
FCA
143
FinTrust Capital Advisors
South Carolina
$113K 4,334 – –
HWMA
144
Heritage Wealth Management (Arizona)
Arizona
$112K 4,297 +4,297 New
AssetMark Inc
145
AssetMark Inc
California
$94K 3,615 +489 +16%
CWA
146
Clearview Wealth Advisors
Oregon
$88K 3,389 +3,270 +2,748%
FRA
147
Front Row Advisors
California
$86K 3,300 +1,000 +43%
PP
148
Prosperity Planning
Missouri
– – – –
AWM
149
AllSquare Wealth Management
New York
$80K 3,080 – –
LF
150
Lee Financial
Texas
$80K 3,085 – –
4 5
6
7 8