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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

6 hedge funds and large institutions have $9.07M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more capital invested

Capital invested by funds: $2.1M → $9.07M (+$6.97M)

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more funds holding

Funds holding: 36 (+3)

69.93% more ownership

Funds ownership: 20.9%90.83% (+70%)

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

SUSB Hedge Fund Activity: Q4 2017 in Review

6 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2017, worth a combined $9.07M — up 332% from $2.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SUSB positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $8.75M. The largest seller was SG Americas Securities, exiting entirely with an estimated $2.09M sold.

  • 6 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2017, up from 3 in Q3 2017.
  • Funds reported $9.07M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2017, up 332% quarter-over-quarter.
  • 4 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2017 and 1 closed out, a net change of +3 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2017 was Morgan Stanley, an estimated $8.75M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2017 was SG Americas Securities, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2017.