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

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.

New
Increased
Maintained
Reduced
Closed

389% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 19

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

35% more capital invested

Capital invested by funds: $360M → $485M (+$125M)

22% more funds holding

Funds holding: 146 → 178 (+32)

2.66% less ownership

Funds ownership: 69.74% → 67.08% (-2.7%)

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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$31.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.2M
3
MWM
Mattern Wealth Management
Kansas
+$9.92M
4
UBS Group
UBS Group
Switzerland
+$6.63M
5
Ameriprise
Ameriprise
Minnesota
+$6.52M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.62M
2
FI
FormulaFolio Investments
Michigan
-$4.26M
3
FTUS
Flow Traders U.S.
New York
-$3.04M
4
HPC
HM Payson & Co
Maine
-$2.95M
5
Citadel Advisors
Citadel Advisors
Florida
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$239K +$240K +9,201 New
CWAG
127
Compton Wealth Advisory Group
Virginia
$237K +$238K +9,125 New
GAM
128
Gould Asset Management
California
$232K +$233K +8,945 New
SPC
129
Sigma Planning Corp
Michigan
$231K +$232K +8,887 New
EWM
130
Empirical Wealth Management
Washington
$220K +$221K +8,483 New
HI
131
Harbour Investments
Wisconsin
$217K +$217K +8,335 New
COF
132
Capital One Financial
Virginia
$217K +$218K +8,362 New
NFG
133
Next Financial Group
Texas
$211K -$49.5K -1,898 -19%
KWM
134
Kingsview Wealth Management
Oregon
$210K +$211K +8,084 New
T
135
TrueFG
Texas
$210K +$211K +8,090 New
LFG
136
Larson Financial Group
Missouri
$196K +$192K +7,364 +4,490%
TAIM
137
TD Ameritrade Investment Management
Nebraska
$186K – – –
Deutsche Bank
138
Deutsche Bank
Germany
$175K +$176K +6,736 New
SWG
139
Summit Wealth Group
Vermont
$169K +$169K +6,495 New
JFA
140
JNBA Financial Advisors
Minnesota
$167K +$106K +4,072 +171%
JFGIW
141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K +$154K +5,906 New
CFD
142
Creative Financial Designs
Indiana
$146K +$103K +3,949 +238%
FCA
143
FinTrust Capital Advisors
South Carolina
$113K – – –
HWMA
144
Heritage Wealth Management (Arizona)
Arizona
$112K +$112K +4,297 New
AssetMark Inc
145
AssetMark Inc
California
$94K +$12.8K +489 +16%
CWA
146
Clearview Wealth Advisors
Oregon
$88K +$85.3K +3,270 +2,748%
FRA
147
Front Row Advisors
California
$86K +$26.1K +1,000 +43%
PP
148
Prosperity Planning
Missouri
$82K – – –
AWM
149
AllSquare Wealth Management
New York
$80K – – –
LF
150
Lee Financial
Texas
$80K – – –
4 5
6
7 8

SUSB Hedge Fund Activity: Q1 2021 in Review

178 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2021, worth a combined $485M — up 35% from $360M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SUSB positions and 15 closed out — a net gain of 35 holders — while 93 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.3M. The largest seller was BlackRock, exiting entirely with an estimated $5.62M sold.

  • 178 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $485M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2021, up 35% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2021 and 15 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2021 was Morgan Stanley, an estimated $31.3M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $5.62M sold.

Based on aggregated 13F filings for Q1 2021.