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

241 hedge funds and large institutions have $618M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 248 → 241 (-7)

3.21% less ownership

Funds ownership: 64.11% → 60.9% (-3.2%)

9% less capital invested

Capital invested by funds: $682M → $618M (-$63.4M)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
241
Holders Change
-7
Holders Change %
-2.82%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
76
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.62M
2
FPF
First Pacific Financial
Washington
+$8.55M
3
DWM
Destination Wealth Management
California
+$3.93M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.86M
5
Wells Fargo
Wells Fargo
California
+$3.77M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$15.5M
3
Jane Street
Jane Street
New York
-$6.7M
4
PAG
Private Advisor Group
New Jersey
-$4.4M
5
OMC
Old Mission Capital
Illinois
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
126
Astoria Portfolio Advisors
New York
$636K -$386K -15,380 -37%
BDFN
127
Bond & Devick Financial Network
Minnesota
$612K +$70.5K +2,808 +13%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$611K -$538K -21,417 -46%
HGWM
129
Horst & Graben Wealth Management
Oregon
$610K -$654K -26,047 -51%
BFG
130
Berger Financial Group
Minnesota
$601K -$109K -4,334 -15%
FPAS
131
Focus Partners Advisor Solutions
Missouri
$594K +$265K +10,549 +78%
BPA
132
Beacon Pointe Advisors
California
$585K +$47K +1,874 +9%
HGWM
133
Harvest Group Wealth Management
Massachusetts
$572K -$387K -15,417 -40%
CI
134
CX Institutional
Indiana
$567K +$2.11K +84 +0.4%
OFG
135
Omega Financial Group
California
$567K +$33.1K +1,319 +6%
AWM
136
Aries Wealth Management
Maine
$567K +$578K +23,027 New
MIS
137
Morningstar Investment Services
Illinois
$564K +$574K +22,876 New
PHIC
138
Pine Haven Investment Counsel
Massachusetts
$542K -$6.93K -276 -1%
BSB
139
Bangor Savings Bank
Maine
$534K -$45.8K -1,823 -8%
RF
140
Resolute Financial
Massachusetts
$534K +$51.1K +2,034 +10%
PC
141
Pecaut & Co
Iowa
$519K +$113K +4,484 +27%
FCM
142
Firestone Capital Management
Florida
$461K -$42.4K -1,688 -8%
CPWMP
143
Cardinal Point Wealth Management Partners
California
$456K – – –
FWM
144
Fingerlakes Wealth Management
New York
$450K +$157K +6,251 +52%
DHFB
145
Dixon Hubard Feinour & Brown
Virginia
$448K +$63.2K +2,519 +16%
PA
146
PFG Advisors
Arizona
$447K -$20.1K -800 -4%
MG
147
Mather Group
Illinois
$439K +$5.32K +212 +1%
JP Morgan Chase
148
JP Morgan Chase
New York
$436K -$800K -31,882 -64%
DC
149
Davenport & Co
Virginia
$415K +$423K +16,864 New
PA
150
Parallel Advisors
California
$412K +$38.9K +1,549 +10%
4 5
6
7 8

SUSB Hedge Fund Activity: Q1 2022 in Review

241 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2022, worth a combined $618M — down 9.3% from $682M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SUSB and 30 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was Morgan Stanley, adding an estimated $8.62M. The largest seller was Envestnet Asset Management, cutting an estimated $39.1M.

  • 241 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2022, down from 248 in Q4 2021.
  • Funds reported $618M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2022, down 9.3% quarter-over-quarter.
  • 30 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2022 and 34 closed out, a net change of -4 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $8.62M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2022.