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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
OCM
201
Orion Capital Management
California
$229K +$101K +4,200 +82%
AM
202
AGF Management
Ontario, Canada
$211K +$207K +8,630 New
MWA
203
Martel Wealth Advisors
Washington
$211K +$207K +8,625 New
UFA
204
US Financial Advisors
Massachusetts
$211K +$207K +8,617 New
RIS
205
Retirement Income Solutions
Michigan
$210K – – –
HL
206
HeadInvest LLC
Maine
$209K -$9.59K -400 -4%
WWM
207
Western Wealth Management
Colorado
$208K +$204K +8,504 New
PI
208
PFG Investments
New York
$206K +$202K +8,416 New
EP
209
Essential Planning
New Hampshire
$202K -$20.8K -869 -10%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$201K +$197K +8,203 New
EDRH
211
Edmond de Rothschild Holding
Switzerland
$190K -$226K -9,440 -55%
SRCM
212
Signature Resources Capital Management
California
$184K +$180K +7,503 New
PTC
213
Private Trust Company
Ohio
$178K -$5.27K -220 -3%
EPW
214
Evergreen Private Wealth
Colorado
$174K +$170K +7,090 New
HPC
215
HM Payson & Co
Maine
$157K – – –
CFGS
216
Concourse Financial Group Securities
Alabama
$151K -$27.3K -1,137 -16%
Citigroup
217
Citigroup
New York
$133K -$12K -500 -8%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$127K +$23.8K +995 +24%
AF
219
Advisornet Financial
Minnesota
$122K -$121K -5,066 -50%
4FG
220
4Thought Financial Group
New York
$107K +$41.8K +1,744 +66%
AA
221
Ancora Advisors
Ohio
$105K – – –
BlackRock
222
BlackRock
New York
$98.5K -$767 -32 -0.8%
NP
223
NorthRock Partners
Minnesota
$96.4K +$94.4K +3,939 New
Deutsche Bank
224
Deutsche Bank
Germany
$94.1K – – –
S
225
Sachetta
Massachusetts
$90.7K +$88.8K +3,705 New
7 8
9
10 11

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.