iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13% more capital invested
Capital invested by funds: $547M → $617M (+$69.7M)
7% more funds holding
Funds holding: 246 → 264 (+18)
6.93% more ownership
Funds ownership: 64.38% → 71.31% (+6.9%)
11% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28M |
| 2 |
Goldman Sachs
New York
|
+$5.88M |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$4.17M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.06M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PO
Private Ocean
San Rafael,
California
|
-$6.66M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.49M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.22M |
| 4 |
Bank of New York Mellon
New York
|
-$2.21M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.61M |
SUSB Hedge Fund Activity: Q4 2023 in Review
264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2023, worth a combined $617M — up 13% from $547M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SUSB positions and 20 closed out — a net gain of 20 holders — while 90 added to existing stakes and 101 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28M. The largest seller was Private Ocean, cutting an estimated $6.66M.
- 264 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2023, up from 246 in Q3 2023.
- Funds reported $617M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 40 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2023 and 20 closed out, a net change of +20 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2023 was Private Ocean, an estimated $6.66M sold.
Based on aggregated 13F filings for Q4 2023.