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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

30 hedge funds and large institutions have $25.3M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

58% more funds holding

Funds holding: 1930 (+11)

17% more capital invested

Capital invested by funds: $21.6M → $25.3M (+$3.66M)

4.79% less ownership

Funds ownership: 65.35%60.56% (-4.8%)

Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change

SUSB Hedge Fund Activity: Q3 2018 in Review

30 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2018, worth a combined $25.3M — up 17% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SUSB positions and 2 closed out — a net gain of 11 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $964K. The largest seller was Sowell Financial Services, exiting entirely with an estimated $687K sold.

  • 30 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2018, up from 19 in Q2 2018.
  • Funds reported $25.3M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2018, up 17% quarter-over-quarter.
  • 13 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2018 and 2 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2018 was Jane Street, an estimated $964K added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2018 was Sowell Financial Services, an estimated $687K sold.

Based on aggregated 13F filings for Q3 2018.