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

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more capital invested

Capital invested by funds: $547M → $617M (+$69.7M)

7% more funds holding

Funds holding: 246 → 264 (+18)

6.93% more ownership

Funds ownership: 64.38% → 71.31% (+6.9%)

11% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 101

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$5.88M
3
PWM
Perigon Wealth Management
California
+$4.17M
4
OMC
Old Mission Capital
Illinois
+$4.06M
5
Northern Trust
Northern Trust
Illinois
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
PO
Private Ocean
California
-$6.66M
2
AI
Atria Investments
North Carolina
-$2.49M
3
UBS Group
UBS Group
Switzerland
-$2.22M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
176
Bridgeworth
Alabama
$308K -$8.1K -338 -3%
Betterment LLC
177
Betterment LLC
New York
$306K +$9.23K +385 +3%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$300K -$1.65K -69 -0.6%
BPA
179
Beacon Pointe Advisors
California
$299K -$5.63K -235 -2%
CCMI
180
Creative Capital Management Investments
California
$298K +$8.1K +338 +3%
SVWAG
181
Sound View Wealth Advisors Group
Georgia
$292K – – –
BFG
182
Berger Financial Group
Minnesota
$292K -$93.8K -3,912 -25%
CA
183
Cetera Advisors
Colorado
$289K -$35.7K -1,489 -11%
CA
184
Continuum Advisory
Idaho
$285K +$279K +11,634 New
PA
185
PFG Advisors
Arizona
$276K -$2.47K -103 -0.9%
FWM
186
Fingerlakes Wealth Management
New York
$276K +$5.66K +236 +2%
BIA
187
Bigelow Investment Advisors
Maine
$272K -$22.4K -935 -8%
VNA
188
Valley National Advisers
Pennsylvania
$269K +$13K +543 +5%
RF
189
RHS Financial
California
$268K +$45K +1,878 +21%
GAM
190
Gould Asset Management
California
$268K -$1.44K -60 -0.5%
WWA
191
WCG Wealth Advisors
Nevada
$264K -$14.6K -608 -5%
OWM
192
Orgel Wealth Management
Wisconsin
$262K – – –
LA
193
LexAurum Advisors
Kansas
$259K +$10.4K +434 +4%
AIA
194
Armor Investment Advisors
North Carolina
$255K -$20.3K -845 -8%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$253K -$6.81K -284 -3%
BCMO
196
Buckingham Capital Management (Ohio)
Ohio
$251K +$1.25K +52 +0.5%
DL
197
DOHJ LLC
Washington
$250K +$245K +10,217 New
TNBTD
198
Trustmark National Bank Trust Department
Mississippi
$249K – – –
KLI
199
Kelman-Lazarov Inc
Tennessee
$236K -$31.2K -1,300 -12%
WFA
200
Wells Financial Advisors
Massachusetts
$229K – – –
6 7
8
9 10

SUSB Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2023, worth a combined $617M — up 13% from $547M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SUSB positions and 20 closed out — a net gain of 20 holders — while 90 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28M. The largest seller was Private Ocean, cutting an estimated $6.66M.

  • 264 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $617M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2023 and 20 closed out, a net change of +20 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2023 was Private Ocean, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2023.