iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
178 hedge funds and large institutions have $485M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 19 reducing their positions, and 15 closing their positions.
389% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 19
233% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
35% more capital invested
Capital invested by funds: $360M → $485M (+$125M)
22% more funds holding
Funds holding: 146 → 178 (+32)
2.66% less ownership
Funds ownership: 69.74% → 67.08% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.2M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$9.92M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.63M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$5.62M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$4.26M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.04M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
-$2.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$504K |
SUSB Hedge Fund Activity: Q1 2021 in Review
178 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2021, worth a combined $485M — up 35% from $360M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SUSB positions and 15 closed out — a net gain of 35 holders — while 93 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.3M. The largest seller was BlackRock, exiting entirely with an estimated $5.62M sold.
- 178 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2021, up from 146 in Q4 2020.
- Funds reported $485M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2021, up 35% quarter-over-quarter.
- 50 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2021 and 15 closed out, a net change of +35 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2021 was Morgan Stanley, an estimated $31.3M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $5.62M sold.
Based on aggregated 13F filings for Q1 2021.