iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
88 hedge funds and large institutions have $153M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.
571% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 7
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
17% more capital invested
Capital invested by funds: $131M → $153M (+$22.5M)
16% more funds holding
Funds holding: 76 → 88 (+12)
10.09% less ownership
Funds ownership: 101.66% → 91.57% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.87M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$1.51M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$1.34M |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$711K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$947K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$806K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$459K |
| 4 |
Citigroup
New York
|
-$175K |
| 5 |
APSP
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
-$71K |
SUSB Hedge Fund Activity: Q4 2019 in Review
88 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2019, worth a combined $153M — up 17% from $131M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SUSB positions and 6 closed out — a net gain of 14 holders — while 47 added to existing stakes and 7 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.87M. The largest seller was Jane Street, cutting an estimated $947K.
- 88 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2019, up from 76 in Q3 2019.
- Funds reported $153M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2019, up 17% quarter-over-quarter.
- 20 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2019 and 6 closed out, a net change of +14 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $2.87M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $947K sold.
Based on aggregated 13F filings for Q4 2019.