iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
289 hedge funds and large institutions have $668M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 59 reducing their positions, and 14 closing their positions.
293% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 14
119% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 59
13% more capital invested
Capital invested by funds: $590M → $668M (+$77.9M)
13% more funds holding
Funds holding: 256 → 289 (+33)
2.92% more ownership
Funds ownership: 67.4% → 70.31% (+2.9%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32.8M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$22.8M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$11.7M |
| 4 |
JP Morgan Chase
New York
|
+$7.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPF
First Pacific Financial
Vancouver,
Washington
|
-$19.6M |
| 2 |
AA
Alesco Advisors
Pittsford,
New York
|
-$8.31M |
| 3 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$6.04M |
| 4 |
LRWA
Long Run Wealth Advisors
Lake Placid,
New York
|
-$2.41M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$1.58M |
SUSB Hedge Fund Activity: Q3 2024 in Review
289 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q3 2024, worth a combined $668M — up 13% from $590M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SUSB positions and 14 closed out — a net gain of 41 holders — while 129 added to existing stakes and 59 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $32.8M. The largest seller was First Pacific Financial, cutting an estimated $19.6M.
- 289 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q3 2024, up from 256 in Q2 2024.
- Funds reported $668M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 55 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q3 2024 and 14 closed out, a net change of +41 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $32.8M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q3 2024 was First Pacific Financial, an estimated $19.6M sold.
Based on aggregated 13F filings for Q3 2024.