iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.
336% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 11
52% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 82
13% more funds holding
Funds holding: 251 → 284 (+33)
10% more capital invested
Capital invested by funds: $555M → $610M (+$54.9M)
3.1% more ownership
Funds ownership: 61.1% → 64.2% (+3.1%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.1M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$8.77M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.61M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.16M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$3.32M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$22.7M |
| 2 |
CGL
Clarius Group LLC
Seattle,
Washington
|
-$4.42M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.07M |
| 4 |
Morgan Stanley
New York
|
-$3.54M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.7M |
SUSB Hedge Fund Activity: Q4 2022 in Review
284 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2022, worth a combined $610M — up 9.9% from $555M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SUSB positions and 11 closed out — a net gain of 37 holders — while 125 added to existing stakes and 82 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $19.1M. The largest seller was Wells Fargo, cutting an estimated $22.7M.
- 284 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2022, up from 251 in Q3 2022.
- Funds reported $610M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2022, up 9.9% quarter-over-quarter.
- 48 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2022 and 11 closed out, a net change of +37 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $19.1M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $22.7M sold.
Based on aggregated 13F filings for Q4 2022.