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

19 hedge funds and large institutions have $21.6M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

58% more funds holding

Funds holding: 12 → 19 (+7)

12% more capital invested

Capital invested by funds: $19.3M → $21.6M (+$2.33M)

9.31% less ownership

Funds ownership: 74.66% → 65.35% (-9.3%)

Holders
19
Holders Change
+7
Holders Change %
+58.33%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MM
Main Management
California
+$803K
2
Citadel Advisors
Citadel Advisors
Florida
+$610K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$474K
4
UB
UMB Bank
Missouri
+$340K
5
Morgan Stanley
Morgan Stanley
New York
+$334K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.4M +$334K +13,588 +2%
MM
2
Main Management
California
$802K +$803K +32,724 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$758K +$474K +19,294 +166%
SFS
4
Sowell Financial Services
Arkansas
$687K +$147K +5,977 +27%
Citadel Advisors
5
Citadel Advisors
Florida
$611K +$610K +24,854 New
B
6
Bailard
California
$492K +$9.7K +395 +2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$488K +$233K +9,505 +91%
WT
8
Whittier Trust
California
$440K +$234K +9,551 +114%
Bank of America
9
Bank of America
North Carolina
$351K +$226K +9,194 +180%
UB
10
UMB Bank
Missouri
$340K +$340K +13,869 New
GRP
11
Global Retirement Partners
California
$77K – – –
LFA
12
Legacy Financial Advisors
Kentucky
$53K +$221 +9 +0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$42K +$35.5K +1,447 +548%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$29K +$29.4K +1,197 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$14K – – –
CI
16
CX Institutional
Indiana
$14K +$13.7K +557 New
MWM
17
Mascoma Wealth Management
New Hampshire
$10K +$10.4K +425 New
SPIA
18
Steward Partners Investment Advisory
New York
$8K +$7.95K +324 New
BlackRock
19
BlackRock
New York
$4K +$3.95K +161 New
Jane Street
20
Jane Street
New York
– -$1.1M -44,797 Closed

SUSB Hedge Fund Activity: Q2 2018 in Review

19 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2018, worth a combined $21.6M — up 12% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SUSB positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was Main Management, opening a new position worth an estimated $803K. The largest seller was Jane Street, exiting entirely with an estimated $1.1M sold.

  • 19 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2018, up from 12 in Q1 2018.
  • Funds reported $21.6M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2018, up 12% quarter-over-quarter.
  • 8 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2018 and 1 closed out, a net change of +7 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2018 was Main Management, an estimated $803K added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2018 was Jane Street, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2018.