SUSB icon

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

Overview Fund Activity

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.

Holders
217
Holders Change
+8
Holders Change %
+3.83%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
117
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$71.5M
3
LPL Financial
3
LPL Financial
California
$11.3M
4
PO
4
Private Ocean
California
$28.3M
5
PR
5
Payden & Rygel
California
$2.87M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$122M
2
Jane Street
2
Jane Street
New York
$616K
3
SA
3
Stewardship Advisors
Pennsylvania
$6.76M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.5M
5
KFS
5
Kelly Financial Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MG
126
Mather Group
Illinois
$427K 16,454 +16,454 New
CHP
127
Cable Hill Partners
Oregon
$426K 16,384 +16,384 New
HGWM
128
Harvest Group Wealth Management
Massachusetts
$425K 16,342 +16,342 New
NYLIM
129
New York Life Investment Management
New York
$425K 16,362 +16,362 New
ATWA
130
Arbor Trust Wealth Advisors
Michigan
$421K 16,199 – –
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$407K 15,701 +3,984 +34%
SB
132
Strategic Blueprint
Georgia
$405K 15,570 -6,146 -28%
VHAM
133
Van Hulzen Asset Management
California
$401K 15,440 -15,735 -50%
ODCM
134
Old Dominion Capital Management
Virginia
$398K 15,305 +4 +0%
CCG
135
Capital CS Group
California
$393K 15,138 -15,987 -51%
RCA
136
Resonant Capital Advisors
Wisconsin
$388K 14,936 – –
JFA
137
JNBA Financial Advisors
Minnesota
$386K 14,844 +6,020 +68%
KFAA
138
Klaas Financial Asset Advisors
Illinois
$386K 14,876 +11,658 +362%
APW
139
Austin Private Wealth
Texas
$384K 14,781 -4,550 -24%
AGA
140
Arkos Global Advisors
Texas
$384K 14,792 -65 -0.4%
NB
141
Northwest Bancshares
Pennsylvania
$381K 14,675 +3,875 +36%
SPIA
142
Steward Partners Investment Advisory
New York
$360K 13,857 -5,840 -30%
PP
143
PDS Planning
Ohio
$358K 13,779 -433 -3%
OFG
144
Omega Financial Group
California
$356K 13,721 +13,721 New
PA
145
Parallel Advisors
California
$355K 13,650 +13,650 New
T
146
TrueFG
Texas
$349K 13,513 +5,145 +61%
SWM
147
SigFig Wealth Management
California
$347K 13,374 -3,784 -22%
Creative Planning
148
Creative Planning
Kansas
$341K 13,139 +1,809 +16%
FCM
149
Firestone Capital Management
Florida
$331K 12,697 – –
G
150
GenTrust
Florida
$330K 12,690 -755 -6%
4 5
6
7 8