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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

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: 2 → 2 (0)

3% less funds holding

Funds holding: 248 → 241 (-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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.62M
2
FPF
First Pacific Financial
Washington
+$8.55M
3
DWM
Destination Wealth Management
California
+$3.93M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.86M
5
Wells Fargo
Wells Fargo
California
+$3.77M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$15.5M
3
Jane Street
Jane Street
New York
-$6.7M
4
PAG
Private Advisor Group
New Jersey
-$4.4M
5
OMC
Old Mission Capital
Illinois
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
176
Kelman-Lazarov Inc
Tennessee
$267K +$4.82K +192 +2%
TF
177
TimeScale Financial
Massachusetts
$266K +$552 +22 +0.2%
VWA
178
VERITY Wealth Advisors
United States
$264K +$49.7K +1,981 +23%
SPIA
179
Strategic Point Investment Advisors
Rhode Island
$246K – – –
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$245K -$81.5K -3,248 -25%
OWM
181
Orgel Wealth Management
Wisconsin
$245K +$251 +10 +0.1%
CF
182
Corrigan Financial
Rhode Island
$242K +$247K +9,839 New
AF
183
Advisornet Financial
Minnesota
$239K +$149K +5,917 +157%
VHAM
184
Van Hulzen Asset Management
California
$229K +$31.3K +1,249 +16%
MFGM
185
Marshall Financial Group (Maryland)
Maryland
$228K +$232K +9,259 New
CWAG
186
Compton Wealth Advisory Group
Virginia
$225K – – –
DL
187
DOHJ LLC
Washington
$220K +$224K +8,932 New
PAS
188
Park Avenue Securities
New York
$218K -$1.78M -70,994 -89%
Creative Planning
189
Creative Planning
Kansas
$216K -$292K -11,635 -57%
CW
190
CreativeOne Wealth
Kansas
$215K -$88.9K -3,542 -29%
CFGS
191
Concourse Financial Group Securities
Alabama
$207K -$8.26K -329 -4%
PA
192
Prism Advisors
California
$206K -$33.5K -1,334 -14%
HIF
193
Hill Island Financial
Michigan
$206K +$276 +11 +0.1%
GAM
194
Gould Asset Management
California
$202K -$49.3K -1,965 -19%
Deutsche Bank
195
Deutsche Bank
Germany
$201K – – –
William Blair & Company
196
William Blair & Company
Illinois
$184K -$74.4K -2,964 -28%
HPC
197
HM Payson & Co
Maine
$158K – – –
BAM
198
Belpointe Asset Management
Nevada
$157K -$627 -25 -0.4%
SPIA
199
Steward Partners Investment Advisory
New York
$146K -$101K -4,014 -40%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$137K +$139K +5,546 New
6 7
8
9 10

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.