iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
64 hedge funds and large institutions have $121M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
211% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 9
21% more funds holding
Funds holding: 53 → 64 (+11)
9% more capital invested
Capital invested by funds: $110M → $121M (+$10.3M)
20.52% less ownership
Funds ownership: 139.22% → 118.7% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.13M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$1.59M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$1.28M |
| 4 |
PR
Payden & Rygel
Los Angeles,
California
|
+$1,000K |
| 5 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
+$882K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.11M |
| 2 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$1.02M |
| 3 |
AGA
Arkos Global Advisors
Houston,
Texas
|
-$260K |
| 4 |
BMM
Buffington Mohr McNeal
Boise,
Idaho
|
-$119K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$85.5K |
SUSB Hedge Fund Activity: Q2 2019 in Review
64 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2019, worth a combined $121M — up 9.3% from $110M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SUSB positions and 3 closed out — a net gain of 11 holders — while 28 added to existing stakes and 9 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $2.13M. The largest seller was Jane Street, cutting an estimated $2.11M.
- 64 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2019, up from 53 in Q1 2019.
- Funds reported $121M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2019, up 9.3% quarter-over-quarter.
- 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2019 and 3 closed out, a net change of +11 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2019 was Atria Investments, an estimated $2.13M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2019 was Jane Street, an estimated $2.11M sold.
Based on aggregated 13F filings for Q2 2019.