iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
116 hedge funds and large institutions have $256M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
93% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 27
19% more capital invested
Capital invested by funds: $216M → $256M (+$40.1M)
13% more funds holding
Funds holding: 103 → 116 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.8% less ownership
Funds ownership: 89.58% → 82.78% (-6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.22M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.09M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.99M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.38M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.13M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$3.43M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 5 |
AC
Athanor Capital
New York
|
-$997K |
SUSB Hedge Fund Activity: Q2 2020 in Review
116 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2020, worth a combined $256M — up 19% from $216M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SUSB positions and 9 closed out — a net gain of 13 holders — while 52 added to existing stakes and 27 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.22M. The largest seller was Jane Street, cutting an estimated $7.38M.
- 116 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2020, up from 103 in Q1 2020.
- Funds reported $256M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2020, up 19% quarter-over-quarter.
- 22 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2020 and 9 closed out, a net change of +13 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $6.22M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $7.38M sold.
Based on aggregated 13F filings for Q2 2020.