iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
53 hedge funds and large institutions have $110M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
263% more capital invested
Capital invested by funds: $30.5M → $110M (+$80M)
81.28% more ownership
Funds ownership: 57.94% → 139.22% (+81%)
39% more funds holding
Funds holding: 38 → 53 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$57.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.5M |
| 3 |
Jane Street
New York
|
+$2.67M |
| 4 |
Morgan Stanley
New York
|
+$2.56M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Canandaigua National Bank & Trust
Canandaigua,
New York
|
-$825K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$337K |
| 3 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$258K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$218K |
| 5 |
UB
UMB Bank
Kansas City,
Missouri
|
-$52.5K |
SUSB Hedge Fund Activity: Q1 2019 in Review
53 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2019, worth a combined $110M — up 263% from $30.5M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SUSB positions and 4 closed out — a net gain of 15 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $57.9M. The largest seller was Canandaigua National Bank & Trust, exiting entirely with an estimated $825K sold.
- 53 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2019, up from 38 in Q4 2018.
- Funds reported $110M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2019, up 263% quarter-over-quarter.
- 19 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2019 and 4 closed out, a net change of +15 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $57.9M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2019 was Canandaigua National Bank & Trust, an estimated $825K sold.
Based on aggregated 13F filings for Q1 2019.