Who Owns SUSB?
iShares ESG Aware 1-5 Year USD Corporate Bond ETF — Institutional Ownership & 13F Holdings
$25.06
+0.02 (+0.09%)
Market Cap
$1.1B
Shares Outstanding
42,950,812
Institutional Holders
295
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+120
Institutional data as of Q1 2025
New Positions
73
Closed Positions
36
Increased
105
Decreased
79
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bank Julius Baer & Co. Ltd, Zurich | $649.7M | 23,004 |
| 2 | GOLDMAN SACHS GROUP INC | $80.4M | 3,218,242 |
| 3 | MORGAN STANLEY | $24.8M | 994,264 |
| 4 | ROYAL BANK OF CANADA | $23.2M | 928,791 |
| 5 | AMERIPRISE FINANCIAL INC | $18.8M | 751,242 |
| 6 | Bank of New York Mellon Corp | $14.7M | 588,734 |
| 7 | WELLS FARGO & COMPANY/MN | $12.6M | 503,311 |
| 8 | Modera Wealth Management, LLC | $12.5M | 498,663 |
| 9 | UBS Group AG | $11.3M | 450,300 |
| 10 | Savant Capital, LLC | $10.7M | 429,327 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | +150K | $80.4M |
| ROYAL BANK OF CANADA | +128K | $23.2M |
| AMERIPRISE FINANCIAL INC | +172K | $18.8M |
| Bank of New York Mellon Corp | +19K | $14.7M |
| Modera Wealth Management, LLC | +185 | $12.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -1.5M | $19K |
| Envestnet Portfolio Solutions, Inc. | -532K | $2K |
| EASTERN BANK | -228K | $2.9M |
| JPMORGAN CHASE & CO | -161K | $8.2M |
| OSAIC HOLDINGS, INC. | -153K | $1.9M |
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Frequently Asked Questions
How many institutional investors hold SUSB?
As of Q1 2025, 295 institutional investors report holding SUSB (iShares ESG Aware 1-5 Year USD Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most SUSB?
The largest institutional holder of SUSB is Bank Julius Baer & Co. Ltd, Zurich with $649.7M in shares.
Are institutions buying or selling SUSB?
This quarter, 73 institutions opened new positions in SUSB and 36 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.