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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

248 hedge funds and large institutions have $682M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 55

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $591M → $682M (+$90.4M)

14% more funds holding

Funds holding: 217248 (+31)

7.54% more ownership

Funds ownership: 56.57%64.11% (+7.5%)

Holders
248
Holders Change
+31
Holders Change %
+14.29%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
117
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$85.7M -$35.1M -1,361,473 -29%
Morgan Stanley
2
Morgan Stanley
New York
$70.7M +$151K +5,870 +0.2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$46.6M +$46.8M +1,816,750 New
BBVA
4
Banco Bilbao Vizcaya Argentaria
Spain
$33.4M +$33.5M +1,300,000 New
PO
5
Private Ocean
California
$30.5M +$2.6M +101,140 +9%
Wells Fargo
6
Wells Fargo
California
$28M -$1.68M -65,341 -6%
Ameriprise
7
Ameriprise
Minnesota
$23.3M +$1.92M +74,360 +9%
UBS Group
8
UBS Group
Switzerland
$15.8M +$1.48M +57,352 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$14.1M +$1.67M +64,919 +13%
LPL Financial
10
LPL Financial
California
$12.8M +$1.72M +66,787 +15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$12M +$1.68M +65,184 +16%
Jane Street
12
Jane Street
New York
$11.8M +$11.3M +438,288 +1,849%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.2M -$3.11M -120,806 -22%
Bank of America
14
Bank of America
North Carolina
$10.6M -$1.96M -76,049 -16%
PI
15
PFS Investments
Georgia
$9.62M +$668K +25,934 +7%
BCM
16
Brookstone Capital Management
Illinois
$8.1M +$806K +31,313 +11%
AA
17
Alesco Advisors
New York
$6.98M +$7.01M +272,220 New
SA
18
Stewardship Advisors
Pennsylvania
$6.46M -$213K -8,287 -3%
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
$6.05M +$853K +33,120 +16%
AA
20
Acorns Advisers
California
$5.65M +$2.15M +83,492 +61%
PAG
21
Private Advisor Group
New Jersey
$5.4M +$947K +36,771 +21%
Fisher Asset Management
22
Fisher Asset Management
Washington
$5.29M +$815K +31,651 +18%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$5.17M +$5.19M +201,600 New
COCM
24
Charter Oak Capital Management
New Hampshire
$5.08M +$592K +22,977 +13%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$4.89M +$2.01M +78,158 +70%

SUSB Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2021, worth a combined $682M — up 15% from $591M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SUSB positions and 13 closed out — a net gain of 36 holders — while 117 added to existing stakes and 55 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $35.1M.

  • 248 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $682M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 49 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2021 and 13 closed out, a net change of +36 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $33.5M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2021.