iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
253 hedge funds and large institutions have $575M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 90 reducing their positions, and 30 closing their positions.
25% more capital inflows, than outflows
Capital inflows: $70M | Capital outflows: $56M
2.61% more ownership
Funds ownership: 61.47% → 64.07% (+2.6%)
7% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 90
5% less funds holding
Funds holding: 265 → 253 (-12)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
27% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$20.1M |
| 2 |
Modera Wealth Management
Westwood,
New Jersey
|
+$9.25M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.63M |
| 4 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$1.98M |
| 5 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.2M |
| 2 |
PO
Private Ocean
San Rafael,
California
|
-$4.57M |
| 3 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$3.71M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.69M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.23M |
SUSB Hedge Fund Activity: Q2 2023 in Review
253 of the 6,387 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2023, worth a combined $575M — up 1.8% from $565M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of SUSB and 22 opened new positions — a net loss of 8 holders — while 90 trimmed existing stakes and 96 added.
The largest buyer was Jane Street, adding an estimated $20.1M. The largest seller was Ameriprise, cutting an estimated $11.2M.
- 253 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2023, down from 265 in Q1 2023.
- Funds reported $575M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2023, up 1.8% quarter-over-quarter.
- 22 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of -8 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $20.1M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2023 was Ameriprise, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2023.