We are live on ! Find out more
SUSB icon

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

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 11

52% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 82

13% more funds holding

Funds holding: 251 → 284 (+33)

10% more capital invested

Capital invested by funds: $555M → $610M (+$54.9M)

3.1% more ownership

Funds ownership: 61.1% → 64.2% (+3.1%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.1M
2
PI
PFS Investments
Georgia
+$8.77M
3
Ameriprise
Ameriprise
Minnesota
+$6.61M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.16M
5
DJSG
D.J. St. Germain
Massachusetts
+$3.32M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$22.7M
2
CGL
Clarius Group LLC
Washington
-$4.42M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.07M
4
Morgan Stanley
Morgan Stanley
New York
-$3.54M
5
BCM
Brookstone Capital Management
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
G
176
GenTrust
Florida
$374K +$372K +15,750 New
FPCP
177
Fort Point Capital Partners
California
$373K – – –
NYLIM
178
New York Life Investment Management
New York
$371K +$20.2K +854 +6%
ATWA
179
Arbor Trust Wealth Advisors
Michigan
$367K – – –
RCA
180
Resonant Capital Advisors
Wisconsin
$355K – – –
PA
181
PFG Advisors
Arizona
$348K -$23.2K -982 -6%
RIS
182
Retirement Income Solutions
Michigan
$346K +$15.1K +641 +5%
BEC
183
Blue Edge Capital
Virginia
$344K +$13.3K +564 +4%
CF
184
Corrigan Financial
Rhode Island
$344K +$28.2K +1,195 +9%
Truist Financial
185
Truist Financial
North Carolina
$341K -$9.84K -417 -3%
PP
186
PDS Planning
Ohio
$331K -$7.39K -313 -2%
HP
187
Hilltop Partners
Indiana
$328K +$325K +13,780 New
IFAM
188
Institutional & Family Asset Management
Colorado
$325K -$2.15K -91 -0.7%
AAS
189
Ameritas Advisory Services
Nebraska
$317K +$2.03K +86 +0.6%
WCFA
190
Walkner Condon Financial Advisors
Wisconsin
$312K +$2.12K +90 +0.7%
SHJ
191
Sharkey, Howes & Javer
Colorado
$310K +$308K +13,048 New
RW
192
REDW Wealth
New Mexico
$307K – – –
DPI
193
Diversified Portfolios Inc
Michigan
$307K – – –
T
194
TrueFG
Texas
$303K -$22.6K -956 -7%
EPP
195
ETF Portfolio Partners
Kansas
$302K +$496 +21 +0.2%
SVWAG
196
Sound View Wealth Advisors Group
Georgia
$292K +$282K +11,933 New
BCMO
197
Buckingham Capital Management (Ohio)
Ohio
$291K -$3.89K -165 -1%
PWM
198
Perigon Wealth Management
California
$286K +$284K +12,048 New
CCMI
199
Creative Capital Management Investments
California
$281K +$279K +11,837 New
WWA
200
WCG Wealth Advisors
Nevada
$281K -$25K -1,058 -8%
6 7
8
9 10

SUSB Hedge Fund Activity: Q4 2022 in Review

284 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2022, worth a combined $610M — up 9.9% from $555M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SUSB positions and 11 closed out — a net gain of 37 holders — while 125 added to existing stakes and 82 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $19.1M. The largest seller was Wells Fargo, cutting an estimated $22.7M.

  • 284 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2022, up from 251 in Q3 2022.
  • Funds reported $610M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2022, up 9.9% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2022 and 11 closed out, a net change of +37 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $19.1M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2022.