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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
SUSB
265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
2.56% more ownership
Funds ownership: 64.2% → 66.76% (+2.6%)
2% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 106
7% less funds holding
Funds holding: 284 → 265 (-19)
10% less capital invested
Capital invested by funds: $610M → $549M (-$60.7M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
41% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 29
Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$48M |
| 2 |
FF
Francis Financial
|
+$8.21M |
| 3 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$5.34M |
| 4 |
Goldman Sachs
New York
|
+$3.72M |
| 5 |
Jane Street
New York
|
+$3.42M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.5M |
| 2 |
BlackRock
New York
|
-$11.9M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$8.29M |
| 4 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$4.68M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.81M |
