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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

3% more funds holding

Funds holding: 244251 (+7)

1.75% more ownership

Funds ownership: 59.35%61.1% (+1.7%)

1% less capital invested

Capital invested by funds: $563M → $555M (-$7.6M)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
126
Acorn Financial Advisory Services
Virginia
$621K -$12.6K -523 -2%
VWA
127
VERITY Wealth Advisors
United States
$606K
RF
128
Resolute Financial
Massachusetts
$602K +$142K +5,896 +30%
HR
129
Hardy Reed
Mississippi
$585K +$96.2K +3,998 +19%
AWS
130
Atria Wealth Solutions
New York
$582K -$3.34K -139 -0.6%
HGWM
131
Harvest Group Wealth Management
Massachusetts
$529K -$12K -501 -2%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$524K -$60.4K -2,512 -10%
NA
133
NewEdge Advisors
Louisiana
$521K -$80.8K -3,360 -13%
BPA
134
Beacon Pointe Advisors
California
$518K -$28.6K -1,189 -5%
PHIC
135
Pine Haven Investment Counsel
Massachusetts
$510K -$1.11K -46 -0.2%
BSB
136
Bangor Savings Bank
Maine
$503K
MIS
137
Morningstar Investment Services
Illinois
$497K +$1.08K +45 +0.2%
CI
138
CX Institutional
Indiana
$490K +$16K +666 +3%
PJSIMP
139
P.J. Schmidt Investment Management (PJS)
Wisconsin
$486K -$93.2K -3,875 -16%
LFG
140
Larson Financial Group
Missouri
$475K +$68.6K +2,852 +16%
AGA
141
Arkos Global Advisors
Texas
$469K -$52.4K -2,179 -10%
HGWM
142
Horst & Graben Wealth Management
Oregon
$463K -$57.2K -2,379 -11%
Lido Advisors
143
Lido Advisors
California
$446K +$457K +19,000 New
PAG
144
Private Advisor Group
New Jersey
$438K -$7.05K -293 -2%
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$430K +$156K +6,506 +55%
FWM
146
Fingerlakes Wealth Management
New York
$425K +$553 +23 +0.1%
LFA
147
Legacy Financial Advisors
Kentucky
$411K -$3.2K -133 -0.8%
BFG
148
Berger Financial Group
Minnesota
$409K -$170K -7,076 -29%
DC
149
Davenport & Co
Virginia
$396K
OWA
150
One Wealth Advisors
California
$388K +$9.4K +391 +2%

SUSB Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2022, worth a combined $555M — down 1.4% from $563M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSB positions and 13 closed out — a net gain of 9 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46.3M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $31.3M sold.

  • 251 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2022, up from 244 in Q2 2022.
  • Funds reported $555M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2022, down 1.4% quarter-over-quarter.
  • 22 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2022 and 13 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2022 was Goldman Sachs, an estimated $46.3M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $31.3M sold.

Based on aggregated 13F filings for Q3 2022.