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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

256 hedge funds and large institutions have $590M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

2% more capital invested

Capital invested by funds: $581M → $590M (+$9.34M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.17% less ownership

Funds ownership: 67.57%67.4% (-0.17%)

1% less funds holding

Funds holding: 259256 (-3)

Holders
256
Holders Change
-3
Holders Change %
-1.16%
% of All Funds
3.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
107
Reduced
86
Closed
17
Calls
Puts
Net Calls
Net Calls Change

SUSB Hedge Fund Activity: Q2 2024 in Review

256 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2024, worth a combined $590M — up 1.6% from $581M a quarter earlier.

Fund positioning in SUSB was balanced in Q2 2024: 17 funds opened new positions, 17 closed out, 107 added to existing stakes and 86 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $1.16M. The largest seller was Northern Trust, cutting an estimated $4.72M.

  • 256 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2024, down from 259 in Q1 2024.
  • Funds reported $590M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2024, up 1.6% quarter-over-quarter.
  • 17 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2024 and 17 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2024 was M Holdings Securities, an estimated $1.16M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2024 was Northern Trust, an estimated $4.72M sold.

Based on aggregated 13F filings for Q2 2024.