SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Overview Fund Activity

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 97 reducing their positions, and 36 closing their positions.

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
126
Reduced
97
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$9.53M
2
LPL Financial
2
LPL Financial
California
$27.1M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$80.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.9M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$2M
3
EP
3
Essential Planning
New Hampshire
$0
4
EFP
4
Elser Financial Planning
Indiana
$0
5
EB
5
Eastern Bank
Massachusetts
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$80.4M 3,218,242 +150,452 +5%
LPL Financial
2
LPL Financial
California
$27.1M 1,084,783 +210,351 +24%
Morgan Stanley
3
Morgan Stanley
New York
$24.8M 994,264 -111,446 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.2M 928,791 +127,911 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.9M 757,234 -1,483,470 -66%
Ameriprise
6
Ameriprise
Minnesota
$18.8M 751,242 +171,702 +30%
AA
7
Acorns Advisers
California
$17.1M 684,397 +3,688 +0.5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.5M 660,028 +25,811 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.7M 588,734 +19,251 +3%
Wells Fargo
10
Wells Fargo
California
$12.6M 503,311 -100,660 -17%
MWM
11
Modera Wealth Management
New Jersey
$12.5M 498,663 +185 +0%
WANY
12
Wealthspire Advisors (New York)
New York
$11.8M 470,232 +2,576 +0.6%
UBS Group
13
UBS Group
Switzerland
$11.3M 450,300 -11,601 -3%
SC
14
Savant Capital
Illinois
$10.7M 429,327 +18,010 +4%
AF
15
Allworth Financial
California
$10.5M 421,278 +19,835 +5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$10.4M 416,332 -13,236 -3%
FF
17
Francis Financial
$10.1M 403,423 +40,652 +11%
PWM
18
Perigon Wealth Management
California
$9.58M 383,453 +77,517 +25%
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
$9.57M 383,109 +4,525 +1%
Mariner
20
Mariner
Kansas
$9.53M 381,406 +358,830 +1,589%
EWA
21
EP Wealth Advisors
California
$9.31M 372,647 -603 -0.2%
DJSG
22
D.J. St. Germain
Massachusetts
$8.65M 345,998 +45,074 +15%
DWM
23
Destination Wealth Management
California
$8.34M 333,853 -1,118 -0.3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$8.21M 328,560 -160,524 -33%
MIA
25
Milestone Investment Advisors
Wisconsin
$8.21M 328,540 +14,634 +5%
1
2 3 4 5