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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
Citadel Advisors
176
Citadel Advisors
Florida
$277K -$801K -31,096 -74%
TF
177
TimeScale Financial
Massachusetts
$277K +$161K +6,236 +137%
KLI
178
Kelman-Lazarov Inc
Tennessee
$273K +$2.73K +106 +1%
UL
179
Unionview LLC
Washington
$269K +$270K +10,499 New
William Blair & Company
180
William Blair & Company
Illinois
$267K +$17.3K +671 +7%
AAS
181
Ameritas Advisory Services
Nebraska
$260K +$261K +10,149 New
GAM
182
Gould Asset Management
California
$260K +$261K +10,150 New
SPIA
183
Strategic Point Investment Advisors
Rhode Island
$256K +$1.54K +60 +0.6%
LFG
184
Larson Financial Group
Missouri
$256K +$18.6K +721 +8%
SPIA
185
Steward Partners Investment Advisory
New York
$255K -$101K -3,911 -28%
OWM
186
Orgel Wealth Management
Wisconsin
$255K +$1.29K +50 +0.5%
SWM
187
SigFig Wealth Management
California
$252K -$90.8K -3,526 -26%
RW
188
REDW Wealth
New Mexico
$250K
PA
189
Prism Advisors
California
$248K +$249K +9,683 New
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$243K +$244K +9,465 New
CWAG
191
Compton Wealth Advisory Group
Virginia
$234K
APW
192
Austin Private Wealth
Texas
$229K -$151K -5,848 -40%
AG
193
Ascent Group
Virginia
$227K +$230K +8,928 New
BEC
194
Blue Edge Capital
Virginia
$226K +$10.6K +410 +5%
VWA
195
VERITY Wealth Advisors
United States
$224K
CFGS
196
Concourse Financial Group Securities
Alabama
$224K +$51.9K +2,015 +30%
SB
197
Strategic Blueprint
Georgia
$215K -$186K -7,207 -46%
HIF
198
Hill Island Financial
Michigan
$214K +$215K +8,349 New
UCFA
199
United Capital Financial Advisors
Texas
$212K +$213K +8,258 New
MWM
200
Mattern Wealth Management
Kansas
$211K -$331K -12,837 -61%

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.