iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
38 hedge funds and large institutions have $30.5M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 5 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
221% more capital inflows, than outflows
Capital inflows: $7.67M | Capital outflows: $2.39M
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
54.05% more ownership
Funds ownership: 257.38% → 311.44% (+54%)
27% more funds holding
Funds holding: 30 → 38 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alexandria Capital
Arlington,
Virginia
|
+$964K |
| 2 |
Canandaigua National Bank & Trust
Canandaigua,
New York
|
+$570K |
| 3 |
Bailard
Foster City,
California
|
+$540K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$472K |
| 5 |
Gradient Investments
Arden Hills,
Minnesota
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$964K |
| 2 |
Morgan Stanley
New York
|
-$835K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$249K |
| 4 |
LSCM
LaSalle Street Capital Management
Chicago,
Illinois
|
-$200K |
| 5 |
Global Retirement Partners
San Rafael,
California
|
-$112K |
SUSB Hedge Fund Activity: Q4 2018 in Review
38 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2018, worth a combined $30.5M — up 20% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SUSB positions and 5 closed out — a net gain of 9 holders — while 15 added to existing stakes and 3 trimmed.
The largest buyer was Alexandria Capital, opening a new position worth an estimated $964K. The largest seller was Jane Street, exiting entirely with an estimated $964K sold.
- 38 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2018, up from 30 in Q3 2018.
- Funds reported $30.5M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2018, up 20% quarter-over-quarter.
- 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2018 and 5 closed out, a net change of +9 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2018 was Alexandria Capital, an estimated $964K added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2018 was Jane Street, an estimated $964K sold.
Based on aggregated 13F filings for Q4 2018.