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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
TAIM
151
TD Ameritrade Investment Management
Nebraska
$418K +$279K +10,849 +200%
ATWA
152
Arbor Trust Wealth Advisors
Michigan
$416K
DHFB
153
Dixon Hubard Feinour & Brown
Virginia
$401K +$403K +15,653 New
CCG
154
Capital CS Group
California
$389K +$979 +38 +0.3%
PA
155
Parallel Advisors
California
$389K +$38.7K +1,504 +11%
RCA
156
Resonant Capital Advisors
Wisconsin
$383K
JFA
157
JNBA Financial Advisors
Minnesota
$383K +$1.98K +77 +0.5%
AGA
158
Arkos Global Advisors
Texas
$382K +$2.7K +105 +0.7%
TPCW
159
TD Private Client Wealth
New York
$376K -$308K -11,942 -45%
PP
160
PDS Planning
Ohio
$372K +$19K +736 +5%
AWM
161
AE Wealth Management
Kansas
$349K +$43.8K +1,700 +14%
NYLIM
162
New York Life Investment Management
New York
$348K -$72.2K -2,803 -17%
FPAS
163
Focus Partners Advisor Solutions
Missouri
$348K +$350K +13,577 New
T
164
TrueFG
Texas
$347K
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$338K -$180K -6,973 -35%
TWM
166
Tradition Wealth Management
Minnesota
$338K +$283K +11,005 +504%
NFG
167
Next Financial Group
Texas
$337K -$120K -4,657 -26%
G
168
GenTrust
Florida
$333K +$11.7K +454 +4%
CA
169
Cetera Advisors
Colorado
$330K +$82.3K +3,196 +33%
SDWMA
170
Schneider Downs Wealth Management Advisors
Pennsylvania
$323K +$46.7K +1,814 +17%
CW
171
CreativeOne Wealth
Kansas
$315K +$77.3K +3,000 +32%
JBA
172
Johnson Bixby & Associates
Washington
$310K +$102K +3,977 +49%
FWM
173
Fingerlakes Wealth Management
New York
$306K +$310K +12,030 New
Truist Financial
174
Truist Financial
North Carolina
$300K +$302K +11,709 New
MWM
175
Modera Wealth Management
New Jersey
$290K +$291K +11,313 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.