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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

248 hedge funds and large institutions have $682M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 55

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $591M → $682M (+$90.4M)

14% more funds holding

Funds holding: 217248 (+31)

7.54% more ownership

Funds ownership: 56.57%64.11% (+7.5%)

Holders
248
Holders Change
+31
Holders Change %
+14.29%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
117
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$621K -$370K -14,381 -37%
BSB
127
Bangor Savings Bank
Maine
$603K +$145K +5,615 +31%
NA
128
NewEdge Advisors
Louisiana
$601K +$603K +23,425 New
CI
129
CX Institutional
Indiana
$588K -$1.29K -50 -0.2%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$582K +$584K +22,679 New
PHIC
131
Pine Haven Investment Counsel
Massachusetts
$571K +$574K +22,278 New
BDFN
132
Bond & Devick Financial Network
Minnesota
$565K +$85.7K +3,329 +18%
BPA
133
Beacon Pointe Advisors
California
$561K +$1.44K +56 +0.3%
CWA
134
Clearview Wealth Advisors
Oregon
$557K -$234K -9,078 -29%
OFG
135
Omega Financial Group
California
$557K +$206K +7,987 +58%
SFS
136
Sowell Financial Services
Arkansas
$537K +$539K +20,917 New
KFAA
137
Klaas Financial Asset Advisors
Illinois
$533K +$152K +5,890 +40%
Creative Planning
138
Creative Planning
Kansas
$524K +$187K +7,277 +55%
FCM
139
Firestone Capital Management
Florida
$523K +$198K +7,704 +61%
PFM
140
Parsec Financial Management
North Carolina
$514K +$516K +20,033 New
RA
141
RFG Advisory
Alabama
$508K -$534K -20,719 -51%
RF
142
Resolute Financial
Massachusetts
$504K +$506K +19,657 New
PA
143
PFG Advisors
Arizona
$486K -$4.3K -167 -0.9%
KAS
144
Kestra Advisory Services
Texas
$484K -$305K -11,842 -39%
CPWMP
145
Cardinal Point Wealth Management Partners
California
$475K +$477K +18,525 New
FPCP
146
Fort Point Capital Partners
California
$464K +$466K +18,091 New
IFAM
147
Institutional & Family Asset Management
Colorado
$456K +$12.8K +496 +3%
MG
148
Mather Group
Illinois
$452K +$29.8K +1,158 +7%
OPS
149
Orion Portfolio Solutions
Nebraska
$425K -$69.8K -2,712 -14%
PC
150
Pecaut & Co
Iowa
$425K +$427K +16,586 New

SUSB Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2021, worth a combined $682M — up 15% from $591M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SUSB positions and 13 closed out — a net gain of 36 holders — while 117 added to existing stakes and 55 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $35.1M.

  • 248 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $682M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 49 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2021 and 13 closed out, a net change of +36 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $33.5M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2021.