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

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 11

52% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 82

13% more funds holding

Funds holding: 251 → 284 (+33)

10% more capital invested

Capital invested by funds: $555M → $610M (+$54.9M)

3.1% more ownership

Funds ownership: 61.1% → 64.2% (+3.1%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.1M
2
PI
PFS Investments
Georgia
+$8.77M
3
Ameriprise
Ameriprise
Minnesota
+$6.61M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.16M
5
DJSG
D.J. St. Germain
Massachusetts
+$3.32M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$22.7M
2
CGL
Clarius Group LLC
Washington
-$4.42M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.07M
4
Morgan Stanley
Morgan Stanley
New York
-$3.54M
5
BCM
Brookstone Capital Management
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
126
Baker Avenue Asset Management
California
$685K – – –
FPAS
127
Focus Partners Advisor Solutions
Missouri
$666K +$37K +1,567 +6%
CCM
128
Cribstone Capital Management
Maine
$662K -$12.8K -542 -2%
LGWM
129
Litman Gregory Wealth Management
California
$661K +$394K +16,675 +150%
RG
130
Rathbones Group
United Kingdom
$654K – – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$653K -$469K -19,888 -42%
DC
132
Davenport & Co
Virginia
$633K +$230K +9,755 +58%
ODIJL
133
One Day In July LLC
Vermont
$632K -$2.71K -115 -0.4%
UCFA
134
United Capital Financial Advisors
Texas
$619K +$243K +10,310 +66%
VWA
135
VERITY Wealth Advisors
United States
$614K – – –
HGWM
136
Horst & Graben Wealth Management
Oregon
$609K +$140K +5,933 +30%
AFAS
137
Acorn Financial Advisory Services
Virginia
$608K -$20.7K -877 -3%
WT
138
Whittier Trust
California
$602K -$902K -38,227 -60%
AWM
139
Axxcess Wealth Management
California
$584K +$580K +24,577 New
SPC
140
Sigma Planning Corp
Michigan
$577K -$94K -3,984 -14%
RF
141
Resolute Financial
Massachusetts
$573K -$36.8K -1,558 -6%
KAS
142
Kestra Advisory Services
Texas
$560K +$280K +11,867 +101%
Lido Advisors
143
Lido Advisors
California
$551K +$98.9K +4,192 +22%
AIP
144
Ameritas Investment Partners
Nebraska
$547K -$112K -4,749 -17%
HGWM
145
Harvest Group Wealth Management
Massachusetts
$541K +$1.25K +53 +0.2%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$517K +$21.2K +897 +4%
MCWS
147
McKinley Carter Wealth Services
West Virginia
$517K -$13.2K -560 -3%
BSB
148
Bangor Savings Bank
Maine
$509K – – –
PHIC
149
Pine Haven Investment Counsel
Massachusetts
$500K -$15.8K -669 -3%
SDWMA
150
Schneider Downs Wealth Management Advisors
Pennsylvania
$489K +$128K +5,429 +36%
4 5
6
7 8

SUSB Hedge Fund Activity: Q4 2022 in Review

284 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2022, worth a combined $610M — up 9.9% from $555M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SUSB positions and 11 closed out — a net gain of 37 holders — while 125 added to existing stakes and 82 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $19.1M. The largest seller was Wells Fargo, cutting an estimated $22.7M.

  • 284 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2022, up from 251 in Q3 2022.
  • Funds reported $610M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2022, up 9.9% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2022 and 11 closed out, a net change of +37 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $19.1M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2022.