iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
209 hedge funds and large institutions have $700M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.
348% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 27
320% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 10
44% more capital invested
Capital invested by funds: $485M → $700M (+$215M)
17% more funds holding
Funds holding: 178 → 209 (+31)
0.44% more ownership
Funds ownership: 67.08% → 67.52% (+0.44%)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$108M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.69M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.83M |
| 5 |
Morgan Stanley
New York
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$9.57M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$6.66M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.46M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$1.81M |
| 5 |
B
Bailard
Foster City,
California
|
-$1.07M |
SUSB Hedge Fund Activity: Q2 2021 in Review
209 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2021, worth a combined $700M — up 44% from $485M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SUSB positions and 10 closed out — a net gain of 32 holders — while 121 added to existing stakes and 27 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $108M. The largest seller was Mattern Wealth Management, cutting an estimated $9.57M.
- 209 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2021, up from 178 in Q1 2021.
- Funds reported $700M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2021, up 44% quarter-over-quarter.
- 42 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2021 and 10 closed out, a net change of +32 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $108M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2021 was Mattern Wealth Management, an estimated $9.57M sold.
Based on aggregated 13F filings for Q2 2021.