iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
217 hedge funds and large institutions have $591M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 12 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 51
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
4% more funds holding
Funds holding: 209 → 217 (+8)
11.18% less ownership
Funds ownership: 67.75% → 56.57% (-11%)
16% less capital invested
Capital invested by funds: $703M → $591M (-$112M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$7.59M |
| 2 |
Morgan Stanley
New York
|
+$4.12M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.79M |
| 4 |
PO
Private Ocean
San Rafael,
California
|
+$2.3M |
| 5 |
PR
Payden & Rygel
Los Angeles,
California
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$59.4M |
| 2 |
Jane Street
New York
|
-$6.33M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$5.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.89M |
| 5 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$3.69M |
SUSB Hedge Fund Activity: Q3 2021 in Review
217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2021, worth a combined $591M — down 16% from $703M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SUSB positions and 12 closed out — a net gain of 9 holders — while 117 added to existing stakes and 51 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $7.59M. The largest seller was Envestnet Asset Management, cutting an estimated $59.4M.
- 217 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2021, up from 209 in Q2 2021.
- Funds reported $591M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2021, down 16% quarter-over-quarter.
- 21 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2021 and 12 closed out, a net change of +9 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $7.59M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $59.4M sold.
Based on aggregated 13F filings for Q3 2021.