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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
DPI
176
Diversified Portfolios Inc
Michigan
$303K +$310K +12,895 New
WWA
177
WCG Wealth Advisors
Nevada
$302K +$76.9K +3,197 +33%
EPP
178
ETF Portfolio Partners
Kansas
$298K -$5.48K -228 -2%
MFGM
179
Marshall Financial Group (Maryland)
Maryland
$295K +$1.08K +45 +0.4%
BCMO
180
Buckingham Capital Management (Ohio)
Ohio
$292K +$299K +12,428 New
OWM
181
Orgel Wealth Management
Wisconsin
$275K -$18.7K -777 -6%
KAS
182
Kestra Advisory Services
Texas
$275K +$23.2K +963 +9%
CA
183
Cetera Advisors
Colorado
$274K -$5.53K -230 -2%
MWM
184
Modera Wealth Management
New Jersey
$266K
SPIA
185
Strategic Point Investment Advisors
Rhode Island
$266K
OIA
186
OneDigital Investment Advisors
Kansas
$266K +$273K +11,343 New
FCM
187
Firestone Capital Management
Florida
$264K -$27.9K -1,161 -9%
NA
188
Nottingham Advisors
New York
$263K -$11.5K -480 -4%
TAIM
189
TD Ameritrade Investment Management
Nebraska
$262K -$1.01K -42 -0.4%
LGWM
190
Litman Gregory Wealth Management
California
$262K +$268K +11,137 New
V
191
Veritable
Delaware
$256K -$49.9K -2,073 -16%
RW
192
Rede Wealth
Virginia
$254K +$22.3K +926 +9%
TF
193
TimeScale Financial
Massachusetts
$250K -$3.49K -145 -1%
KLI
194
Kelman-Lazarov Inc
Tennessee
$246K
GAM
195
Gould Asset Management
California
$233K +$238K +9,905 New
OPS
196
Orion Portfolio Solutions
Nebraska
$228K +$233K +9,686 New
BDFN
197
Bond & Devick Financial Network
Minnesota
$223K -$147K -6,113 -39%
VHAM
198
Van Hulzen Asset Management
California
$218K -$818 -34 -0.4%
AF
199
Advisornet Financial
Minnesota
$218K
PTC
200
Private Trust Company
Ohio
$208K

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.