SUSB icon

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

Overview Fund Activity

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$8.4M
2
Northern Trust
2
Northern Trust
Illinois
$5.34M
3
PRIG
3
Payden & Rygel Investment Group
California
$2.03M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.81M
5
AWP
5
Abacus Wealth Partners
California
$1.76M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
176
Valley National Advisers
Pennsylvania
$303K 12,418 +1,403 +13%
GAM
177
Gould Asset Management
California
$301K 12,305 +1,370 +13%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$300K 12,245 – –
CCMI
179
Creative Capital Management Investments
California
$298K 12,175 – –
MWM
180
Mittelman Wealth Management
Massachusetts
$293K 11,951 +11,951 New
WWA
181
WCG Wealth Advisors
Nevada
$280K 11,450 +653 +6%
FWM
182
Fingerlakes Wealth Management
New York
$280K 11,426 +154 +1%
ITB
183
Idaho Trust Bank
Idaho
$280K 11,426 +11,426 New
CA
184
Cetera Advisors
Colorado
$280K 11,423 -362 -3%
BFG
185
Berger Financial Group
Minnesota
$278K 11,337 -585 -5%
IFAM
186
Institutional & Family Asset Management
Colorado
$277K 11,335 -1,617 -12%
LA
187
LexAurum Advisors
Kansas
$277K 11,299 +703 +7%
AAS
188
Avantax Advisory Services
Texas
$274K 11,184 +11,184 New
BIA
189
Bigelow Investment Advisors
Maine
$269K 10,977 -115 -1%
AIA
190
Armor Investment Advisors
North Carolina
$255K 10,413 – –
KLI
191
Kelman-Lazarov Inc
Tennessee
$254K 10,381 +721 +7%
TNBTD
192
Trustmark National Bank Trust Department
Mississippi
$249K 10,168 – –
HL
193
HeadInvest LLC
Maine
$243K 9,919 +1,381 +16%
WWM
194
Western Wealth Management
Colorado
$238K 9,738 +1,234 +15%
HF
195
HRT Financial
New York
$238K 9,733 +9,733 New
UFA
196
US Financial Advisors
Massachusetts
$238K 9,705 +1,088 +13%
EB
197
Exchange Bank
California
$232K 9,461 +9,461 New
WFA
198
Wells Financial Advisors
Massachusetts
$229K 9,370 – –
EDRH
199
Edmond de Rothschild Holding
Switzerland
$225K 9,184 +1,429 +18%
OCM
200
Orion Capital Management
California
$222K 9,051 -287 -3%
6 7
8
9 10