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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

248 hedge funds and large institutions have $682M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 55

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $591M → $682M (+$90.4M)

14% more funds holding

Funds holding: 217248 (+31)

7.54% more ownership

Funds ownership: 56.57%64.11% (+7.5%)

Holders
248
Holders Change
+31
Holders Change %
+14.29%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
117
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
201
Deutsche Bank
Germany
$209K
VHAM
202
Van Hulzen Asset Management
California
$207K -$190K -7,388 -48%
HNB
203
Huntington National Bank
Ohio
$200K
HPC
204
HM Payson & Co
Maine
$164K +$36.1K +1,400 +28%
BAM
205
Belpointe Asset Management
Nevada
$164K +$63.3K +2,457 +62%
JFGIW
206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K
AA
207
Ancora Advisors
Ohio
$137K -$2.78K -108 -2%
BlackRock
208
BlackRock
New York
$134K +$116K +4,522 +660%
CFD
209
Creative Financial Designs
Indiana
$127K -$145K -5,627 -53%
Citigroup
210
Citigroup
New York
$124K +$103K +4,000 +471%
PP
211
PrairieView Partners
Minnesota
$115K +$111K +4,293 +2,224%
SCA
212
Snowden Capital Advisors
New York
$115K +$116K +4,507 New
FCA
213
FinTrust Capital Advisors
South Carolina
$111K
CAL
214
Capital Analysts LLC
Pennsylvania
$102K -$1.21K -47 -1%
AF
215
Advisornet Financial
Minnesota
$97K -$14.2K -553 -13%
LF
216
Lee Financial
Texas
$94K +$3.61K +140 +4%
FRA
217
Front Row Advisors
California
$92K
GIA
218
Goodwin Investment Advisory
Georgia
$90K -$114K -4,423 -55%
WFA
219
Wells Financial Advisors
Massachusetts
$83K
AWM
220
AllSquare Wealth Management
New York
$79K
AssetMark Inc
221
AssetMark Inc
California
$77K
4FG
222
4Thought Financial Group
New York
$70K +$1.31K +51 +2%
SWM
223
Sugarloaf Wealth Management
Georgia
$67K
CFA
224
Carroll Financial Associates
North Carolina
$59K
MBFW
225
Morton Brown Family Wealth
Pennsylvania
$59K +$59.2K +2,298 New

SUSB Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2021, worth a combined $682M — up 15% from $591M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SUSB positions and 13 closed out — a net gain of 36 holders — while 117 added to existing stakes and 55 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $35.1M.

  • 248 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $682M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 49 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2021 and 13 closed out, a net change of +36 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $33.5M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2021.