iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
244 hedge funds and large institutions have $563M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 96 reducing their positions, and 23 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
1% more funds holding
Funds holding: 241 → 244 (+3)
1.54% less ownership
Funds ownership: 60.9% → 59.35% (-1.5%)
9% less capital invested
Capital invested by funds: $618M → $563M (-$55.4M)
13% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.93M |
| 2 |
Goldman Sachs
New York
|
+$4.57M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$3.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.09M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$46.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.8M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.53M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.39M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$2.19M |
SUSB Hedge Fund Activity: Q2 2022 in Review
244 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2022, worth a combined $563M — down 9% from $618M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SUSB positions and 23 closed out — a net gain of 4 holders — while 84 added to existing stakes and 96 trimmed.
The largest buyer was Jane Street, adding an estimated $4.93M. The largest seller was Morgan Stanley, cutting an estimated $46.4M.
- 244 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2022, up from 241 in Q1 2022.
- Funds reported $563M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2022, down 9% quarter-over-quarter.
- 27 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2022 and 23 closed out, a net change of +4 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $4.93M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2022 was Morgan Stanley, an estimated $46.4M sold.
Based on aggregated 13F filings for Q2 2022.