SUSB icon

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

Overview Fund Activity

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.

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.34%
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
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$50M
2
BlackRock
2
BlackRock
New York
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$32.1M
4
PFM
4
Parsec Financial Management
North Carolina
$6.55M
5
I
5
IMPACTfolio
Colorado
$4.34M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$0
2
Jane Street
2
Jane Street
New York
$3.04M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
PL
5
Plancorp LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SP
201
Symmetry Partners
Connecticut
$205K 8,729 +8,729 New
CAWM
202
Capital Advisors Wealth Management
Washington
$201K 8,546 +8,546 New
B
203
Bridgeworth
Alabama
$200K 8,517 +8,517 New
CFGS
204
Concourse Financial Group Securities
Alabama
$195K 8,308 -773 -9%
Deutsche Bank
205
Deutsche Bank
Germany
$192K 8,156 – –
William Blair & Company
206
William Blair & Company
Illinois
$176K 7,474 +9 +0.1%
BAM
207
Belpointe Asset Management
Nevada
$173K 7,380 -313 -4%
HPC
208
HM Payson & Co
Maine
$150K 6,400 – –
WFA
209
Wells Financial Advisors
Massachusetts
$140K 5,960 +5,960 New
JPMorgan Chase & Co
210
JPMorgan Chase & Co
New York
$121K 5,143 -17 -0.3%
SPIA
211
Steward Partners Investment Advisory
New York
$117K 4,963 -304 -6%
AA
212
Ancora Advisors
Ohio
$115K 4,884 -72 -1%
CAL
213
Capital Analysts LLC
Pennsylvania
$114K 4,849 -103 -2%
Citigroup
214
Citigroup
New York
$113K 4,800 – –
AssetMark Inc
215
AssetMark Inc
California
$102K 4,335 +1,266 +41%
AIA
216
Armor Investment Advisors
North Carolina
$101K 4,316 +4,316 New
LF
217
Lee Financial
Texas
$99K 4,220 – –
HWMA
218
Heritage Wealth Management (Arizona)
Arizona
$90K 3,820 – –
FRA
219
Front Row Advisors
California
$78K 3,300 – –
AWM
220
AllSquare Wealth Management
New York
$72K 3,080 – –
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K 2,953 – –
4FG
222
4Thought Financial Group
New York
$59K 2,520 -70 -3%
EIP
223
Ellis Investment Partners
Pennsylvania
$56K 2,399 +84 +4%
HFS
224
HBC Financial Services
Washington
$55K 2,379 – –
MBFW
225
Morton Brown Family Wealth
Pennsylvania
$55K 2,339 +19 +0.8%
7 8
9
10 11