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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

259 hedge funds and large institutions have $581M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 116 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 75

0.9% less ownership

Funds ownership: 68.47%67.57% (-0.9%)

2% less capital invested

Capital invested by funds: $592M → $581M (-$11.1M)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

3% less funds holding

Funds holding: 266259 (-7)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
116
Reduced
75
Closed
26
Calls
Puts
Net Calls
Net Calls Change

SUSB Hedge Fund Activity: Q1 2024 in Review

259 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q1 2024, worth a combined $581M — down 1.9% from $592M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SUSB and 24 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 116 added.

The largest buyer was Eastern Bank, adding an estimated $3.64M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.47M sold.

  • 259 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q1 2024, down from 266 in Q4 2023.
  • Funds reported $581M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q1 2024, down 1.9% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q1 2024 and 26 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q1 2024 was Eastern Bank, an estimated $3.64M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q1 2024 was Old Mission Capital, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2024.