Who Owns iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB)?Hedge Fund & Institutional Holders

$25.05+0.05 (+0.20%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$24.60$24.80$24.99$25.18$25.38Aug 24Jun 25Mar 26

SUSB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+487K+$12.0B
LFA - Lugano Financial Advisors SANew Position+457K+$11.5B
Francis Financial, Inc.New Position+414K+$10.4B
Wescott Financial Advisory Group, LLCNew Position+244K+$6.1B
BANK OF AMERICA CORP /DE/Increased+4K+$6.0B
Impact Investors, IncNew Position+211K+$5.3B
Accredited Investors Inc.New Position+197K+$5.0B
Northland Capital Management LLCNew Position+193K+$4.9B
Charter Oak Capital Management, LLCNew Position+144K+$3.6B
Klaas Financial Asset Advisors, LLCNew Position+137K+$3.5B
REGATTA CAPITAL GROUP, LLCNew Position+88K+$2.2B
Flagstone Financial ManagementNew Position+87K+$2.2B
Kondo Wealth Advisors, Inc.New Position+82K+$2.1B
ALBION FINANCIAL GROUP /UTNew Position+59K+$1.5B
ST GERMAIN D J CO INCIncreased+48K+$1.2B

SUSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FLPUTNAM INVESTMENT MANAGEMENT CODecreased-14K-$9.9B
ROYAL BANK OF CANADADecreased-327K-$8.7B
HARBOUR INVESTMENTS, INC.Decreased-34K-$4.6B
Dynamic Advisor Solutions LLCDecreased-38K-$3.4B
One Capital Management, LLCDecreased-2K-$3.1B
JPMORGAN CHASE & CODecreased-33K-$2.9B
HighTower Advisors, LLCDecreased-6K-$2.6B
GOLDMAN SACHS GROUP INCDecreased-39K-$2.4B
Stanich Group LLCClosed Position-93K-$2.3B
AMERIPRISE FINANCIAL INCDecreased-23K-$1.5B
CITADEL ADVISORS LLCDecreased-45K-$1.4B
Bank Julius Baer & Co. Ltd, ZurichDecreased-39K-$1.4B
NewEdge Advisors, LLCDecreased-4K-$1.2B
Willow Creek Wealth Management Inc.Closed Position-46K-$1.2B
OSAIC HOLDINGS, INC.Decreased-6K-$1.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GOLDMAN SACHS GROUP INC2,992,599$75.0B9.25%Share
2AMERIPRISE FINANCIAL INC724,511$18.0B4.07%Share
3ROYAL BANK OF CANADA644,210$16.0B2.60%Share
4COMMONWEALTH EQUITY SERVICES, LLC486,547$12.0B16.00%Share
5Wealthspire Advisors, LLC506,708$12.0B95.50%Share
6LFA - Lugano Financial Advisors SA457,113$11.5B5.96%Share
7UBS Group AG438,884$11.1B1.80%Share
8ST GERMAIN D J CO INC437,666$11.0B0.43%Share
9Baird Financial Group, Inc.448,957$11.0B17.15%Share
10Milestone Investment Advisors LLC417,032$10.5B2.55%Share
11Francis Financial, Inc.414,014$10.4B2.04%Share
12Destination Wealth Management355,309$9.0B0.23%Share
13WELLS FARGO & COMPANY/MN321,617$8.0B1.46%Share
14Integris Wealth Management, LLC274,046$6.9B1.57%Share
15Wescott Financial Advisory Group, LLC243,655$6.1B0.54%Share
16Fisher Asset Management, LLC259,438$6.0B2.05%Share
17Impact Investors, Inc209,799$5.3B3.67%Share
18JPMORGAN CHASE & CO231,665$5.0B0.31%Share
19BANK OF AMERICA CORP /DE/207,434$5.0B0.36%Share
20Accredited Investors Inc.196,915$5.0B0.26%Share
21Northland Capital Management LLC192,970$4.9B2.73%Share
22SEEDS INVESTOR LLC168,151$4.2B0.81%Share
23IMPACTfolio, LLC166,336$4.2B1.76%Share
24WELLS FARGO & COMPANY/MN166,918$4.0B0.73%Share
25Bear Mountain Capital, Inc.149,407$3.8B1.22%Share
26Charter Oak Capital Management, LLC144,404$3.6B0.28%Share
27Klaas Financial Asset Advisors, LLC136,936$3.5B0.50%Share
28CGN Advisors LLC120,970$3.1B0.24%Share
29FIDUCIARY TRUST CO128,406$3.0B34.11%Share
30JPMORGAN CHASE & CO149,008$3.0B0.19%Share
31GOLDMAN SACHS GROUP INC143,532$3.0B0.37%Share
32REGATTA CAPITAL GROUP, LLC87,724$2.2B0.33%Share
33Flagstone Financial Management86,842$2.2B0.56%Share
34Kondo Wealth Advisors, Inc.82,365$2.1B0.80%Share
35Plum Street Advisors, LLC75,179$1.9B0.68%Share
36Omega Financial Group, LLC74,572$1.9B0.62%Share
37STALEY CAPITAL ADVISERS INC70,000$1.8B0.07%Share
38ASSETMARK, INC60,438$1.5B3.11%Share
39Clarius Group, LLC59,424$1.5B0.09%Share
40ALBION FINANCIAL GROUP /UT58,648$1.5B0.09%Share
41eCIO, Inc.55,448$1.4B0.65%Share
42Fort Point Capital Partners LLC45,519$1.1B0.13%Share
43Decker Retirement Planning Inc.41,449$1.0B0.52%Share
44BIRCHBROOK, INC.40,346$1.0B0.51%Share
45Opal Wealth Advisors, LLC39,768$1.0B0.26%Share
46UMB Bank, n.a.50,506$1.0B13.30%Share
47Equitable Holdings, Inc.44,651$1.0B6.84%Share
48BANK OF AMERICA CORP /DE/55,419$1.0B0.07%Share
49AMERIPRISE FINANCIAL INC62,002$1.0B0.23%Share
50Focus Partners Wealth64,339$1.0B1.14%Share

SUSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025300$355.9B+141
Q3 2025159$393.1B-112
Q2 2025271$462.9B-24
Q1 2025295$576.1B+37
Q4 2024258$27.3T+57
Q3 2024201$133.6T+27
Q2 2024174$72.2T-1
Q1 2024175$50.2T—

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As of Q4 2025, 50 institutional investors hold SUSB (iShares ESG Aware 1-5 Year USD Corporate Bond ETF). The largest holder is GOLDMAN SACHS GROUP INC with $75.0B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SUSB?

As of Q4 2025, 50 institutional investors report holding SUSB (iShares ESG Aware 1-5 Year USD Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of SUSB?

The largest institutional holder of SUSB is GOLDMAN SACHS GROUP INC with $75.0B in shares.

Is institutional ownership of SUSB increasing or decreasing?

This quarter, 13 institutions opened new positions in SUSB and 2 closed their positions.