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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
SP
201
Symmetry Partners
Connecticut
$205K +$210K +8,729 New
CAWM
202
Capital Advisors Wealth Management
Washington
$201K +$206K +8,546 New
B
203
Bridgeworth
Alabama
$200K +$205K +8,517 New
CFGS
204
Concourse Financial Group Securities
Alabama
$195K -$18.6K -773 -9%
Deutsche Bank
205
Deutsche Bank
Germany
$192K
William Blair & Company
206
William Blair & Company
Illinois
$176K +$216 +9 +0.1%
BAM
207
Belpointe Asset Management
Nevada
$173K -$7.53K -313 -4%
HPC
208
HM Payson & Co
Maine
$150K
WFA
209
Wells Financial Advisors
Massachusetts
$140K +$143K +5,960 New
JP Morgan Chase
210
JP Morgan Chase
New York
$121K -$409 -17 -0.3%
SPIA
211
Steward Partners Investment Advisory
New York
$117K -$7.31K -304 -6%
AA
212
Ancora Advisors
Ohio
$115K -$1.73K -72 -1%
CAL
213
Capital Analysts LLC
Pennsylvania
$114K -$2.48K -103 -2%
Citigroup
214
Citigroup
New York
$113K
AssetMark Inc
215
AssetMark Inc
California
$102K +$30.4K +1,266 +41%
AIA
216
Armor Investment Advisors
North Carolina
$101K +$104K +4,316 New
LF
217
Lee Financial
Texas
$99K
HWMA
218
Heritage Wealth Management (Arizona)
Arizona
$90K
FRA
219
Front Row Advisors
California
$78K
AWM
220
AllSquare Wealth Management
New York
$72K
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K
4FG
222
4Thought Financial Group
New York
$59K -$1.68K -70 -3%
EIP
223
Ellis Investment Partners
Pennsylvania
$56K +$2.02K +84 +4%
HFS
224
HBC Financial Services
Washington
$55K
MBFW
225
Morton Brown Family Wealth
Pennsylvania
$55K +$457 +19 +0.8%

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.