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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
RA
151
RFG Advisory
Alabama
$377K -$144K -5,993 -27%
RPCA
152
Running Point Capital Advisors
California
$375K +$110K +4,554 +40%
FPCP
153
Fort Point Capital Partners
California
$369K
UCFA
154
United Capital Financial Advisors
Texas
$369K +$99.5K +4,138 +36%
PA
155
Parallel Advisors
California
$368K -$559K -23,264 -60%
PA
156
PFG Advisors
Arizona
$367K -$45K -1,872 -11%
AF
157
Arrow Financial
New York
$365K
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$363K +$7.53K +313 +2%
ATWA
159
Arbor Trust Wealth Advisors
Michigan
$362K
SDWMA
160
Schneider Downs Wealth Management Advisors
Pennsylvania
$355K +$40.4K +1,680 +12%
EDRH
161
Edmond de Rothschild Holding
Switzerland
$351K -$781K -32,468 -68%
RCA
162
Resonant Capital Advisors
Wisconsin
$351K
TWM
163
Tradition Wealth Management
Minnesota
$351K +$2.38K +99 +0.7%
NYLIM
164
New York Life Investment Management
New York
$347K +$8.44K +351 +2%
Truist Financial
165
Truist Financial
North Carolina
$347K +$83.6K +3,476 +31%
PP
166
PrairieView Partners
Minnesota
$335K +$221K +9,176 +180%
PP
167
PDS Planning
Ohio
$334K +$1.73K +72 +0.5%
BEC
168
Blue Edge Capital
Virginia
$327K -$2.55K -106 -0.8%
RIS
169
Retirement Income Solutions
Michigan
$327K -$49.5K -2,058 -13%
IFAM
170
Institutional & Family Asset Management
Colorado
$323K -$5.41K -225 -2%
T
171
TrueFG
Texas
$321K
CF
172
Corrigan Financial
Rhode Island
$312K +$27.3K +1,137 +9%
AAS
173
Ameritas Advisory Services
Nebraska
$311K +$15.4K +640 +5%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$306K +$313K +13,027 New
RW
175
REDW Wealth
New Mexico
$303K

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.