SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Overview Fund Activity

103 hedge funds and large institutions have $216M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
103
Holders Change
+15
Holders Change %
+17.05%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
56
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.5M
2
Jane Street
2
Jane Street
New York
$7.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.39M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.79M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.49M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$605K
2
IFWM
2
Institute for Wealth Management
Colorado
$0
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$0
4
ACM
4
Anfield Capital Management
California
$877K
5
PR
5
Payden & Rygel
California
$728K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$62.4M 2,395,834 – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.5M 1,544,807 +1,360,493 +738%
Morgan Stanley
3
Morgan Stanley
New York
$21.5M 861,476 +57,672 +7%
Jane Street
4
Jane Street
New York
$7.5M 300,910 +271,369 +919%
SA
5
Stewardship Advisors
Pennsylvania
$6.4M 256,946 +705 +0.3%
RWP
6
RWA Wealth Partners
Massachusetts
$5.12M 205,575 +34,833 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.79M 192,050 +26,893 +16%
Citadel Advisors
8
Citadel Advisors
Florida
$4.39M 176,034 +176,034 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.79M 152,136 +122,878 +420%
UBS Group
10
UBS Group
Switzerland
$3.15M 126,313 +57,867 +85%
EVM
11
Eaton Vance Management
Massachusetts
$2.82M 113,026 +16,778 +17%
Bank of America
12
Bank of America
North Carolina
$2.75M 110,151 +3,266 +3%
Fisher Asset Management
13
Fisher Asset Management
Washington
$2.68M 107,485 +3,229 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.49M 99,980 +30,959 +45%
B
15
Bailard
California
$2.28M 91,393 +1,602 +2%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
– – – –
Wells Fargo
17
Wells Fargo
California
$2.18M 87,536 +27,420 +46%
Ameriprise
18
Ameriprise
Minnesota
$2.15M 87,095 +57,434 +194%
LPL Financial
19
LPL Financial
California
$1.78M 71,379 +10,511 +17%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.76M 70,637 +1,576 +2%
AI
21
Accredited Investors
Minnesota
$1.52M 60,885 +827 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.49M 356,417 +356,417 New
PI
23
PFS Investments
Georgia
$1.4M 56,146 +35,221 +168%
GI
24
Gradient Investments
Minnesota
$1.37M 54,796 +2,395 +5%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$1.34M 53,772 +53,772 New
1
2 3 4 5