We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $666M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89%67.47% (-1.4%)

2% less funds holding

Funds holding: 298292 (-6)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
292
Holders Change
-6
Holders Change %
-2.01%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
124
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Grand Wealth Management
Michigan
$247K -$2.15K -86 -0.9%
AF
202
Amara Financial
California
$243K +$33.2K +1,332 +16%
AFG
203
Atomi Financial Group
New York
$241K +$18.1K +725 +8%
LI
204
LRI Investments
Florida
$235K
DC
205
Dorval Corp
Minnesota
$228K +$1.37K +55 +0.6%
PI
206
PFG Investments
New York
$226K -$47.9K -1,920 -18%
AF
207
Advisornet Financial
Minnesota
$226K +$143K +5,717 +176%
4FG
208
4Thought Financial Group
New York
$225K +$125 +5 +0.1%
MWM
209
Mascoma Wealth Management
New Hampshire
$225K -$42.5K -1,704 -16%
WB
210
WesBanco Bank
West Virginia
$224K
OCM
211
Orion Capital Management
California
$224K -$399 -16 -0.2%
MCM
212
MAI Capital Management
Ohio
$223K -$1.65K -66 -0.7%
PP
213
PDS Planning
Ohio
$218K -$3.87K -155 -2%
HSWS
214
Higgins & Schmidt Wealth Strategies
Colorado
$218K +$216K +8,659 New
AWS
215
Atria Wealth Solutions
New York
$217K -$10.1K -405 -4%
EFN
216
Equita Financial Network
Pennsylvania
$215K +$213K +8,558 New
PAS
217
Park Avenue Securities
New York
$215K -$49.1K -1,968 -19%
SM
218
Sweeney & Michel
California
$213K -$798 -32 -0.4%
CA
219
CWC Advisors
Oregon
$207K -$199 -8 -0.1%
FPF
220
First Pacific Financial
Washington
$207K +$2.22K +89 +1%
Creative Planning
221
Creative Planning
Kansas
$205K -$83K -3,329 -29%
BCI
222
Brinker Capital Investments
Pennsylvania
$204K -$6.48K -260 -3%
Cerity Partners
223
Cerity Partners
New York
$202K
GM
224
GeoWealth Management
Illinois
$186K -$51.5K -2,065 -22%
PTC
225
Private Trust Company
Ohio
$183K

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.