iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
315 hedge funds and large institutions have $735M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 58 reducing their positions, and 16 closing their positions.
304% more capital inflows, than outflows
Capital inflows: $108M | Capital outflows: $26.6M
194% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 16
188% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 58
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
9% more funds holding
Funds holding: 289 → 315 (+26)
3.85% more ownership
Funds ownership: 70.31% → 74.16% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$11.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.84M |
| 3 |
Goldman Sachs
New York
|
+$8.58M |
| 4 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$6.57M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
-$11.2M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$960K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$878K |
SUSB Hedge Fund Activity: Q4 2024 in Review
315 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q4 2024, worth a combined $735M — up 10% from $668M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SUSB positions and 16 closed out — a net gain of 31 holders — while 167 added to existing stakes and 58 trimmed.
The largest buyer was Essential Planning, opening a new position worth an estimated $11.1M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $11.2M.
- 315 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q4 2024, up from 289 in Q3 2024.
- Funds reported $735M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q4 2024, up 10% quarter-over-quarter.
- 47 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q4 2024 and 16 closed out, a net change of +31 holders.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $11.1M added.
- The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q4 2024 was Wealthspire Advisors (New York), an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2024.