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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

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: 22 (0)

3% less funds holding

Funds holding: 248241 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$407K +$415K +16,543 New
ATWA
152
Arbor Trust Wealth Advisors
Michigan
$399K
FPCP
153
Fort Point Capital Partners
California
$387K -$60.1K -2,396 -13%
IFAM
154
Institutional & Family Asset Management
Colorado
$386K -$52.6K -2,095 -12%
TAIM
155
TD Ameritrade Investment Management
Nebraska
$384K -$17.4K -694 -4%
TWM
156
Tradition Wealth Management
Minnesota
$375K +$50.8K +2,023 +15%
AGA
157
Arkos Global Advisors
Texas
$374K +$7.05K +281 +2%
RCA
158
Resonant Capital Advisors
Wisconsin
$367K
PP
159
PDS Planning
Ohio
$354K -$3.34K -133 -0.9%
NYLIM
160
New York Life Investment Management
New York
$346K +$12K +479 +4%
SDWMA
161
Schneider Downs Wealth Management Advisors
Pennsylvania
$341K +$30.7K +1,222 +10%
T
162
TrueFG
Texas
$339K +$6.45K +257 +2%
BEC
163
Blue Edge Capital
Virginia
$337K +$122K +4,878 +55%
G
164
GenTrust
Florida
$324K +$226 +9 +0.1%
V
165
Veritable
Delaware
$320K +$326K +12,984 New
RW
166
REDW Wealth
New Mexico
$318K +$79.6K +3,170 +33%
EPP
167
ETF Portfolio Partners
Kansas
$317K +$323K +12,886 New
CA
168
Cetera Advisors
Colorado
$316K -$1.33K -53 -0.4%
NA
169
Nottingham Advisors
New York
$306K -$499K -19,893 -62%
WCFA
170
Walkner Condon Financial Advisors
Wisconsin
$294K +$299K +11,928 New
LFG
171
Larson Financial Group
Missouri
$293K +$47.5K +1,891 +19%
Goldman Sachs
172
Goldman Sachs
New York
$288K +$293K +11,686 New
OPS
173
Orion Portfolio Solutions
Nebraska
$283K -$128K -5,083 -31%
MWM
174
Modera Wealth Management
New Jersey
$279K
AAS
175
Ameritas Advisory Services
Nebraska
$269K +$18.9K +753 +7%

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.