iShares ESG Aware 1-5 Year USD Corporate Bond ETF

SUSB • NASDAQ

iShares ESG Aware 1-5 Year USD Corporate Bond ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 263 institutional investors hold shares in this ETF, with total holdings valued at $598.4M. GOLDMAN SACHS GROUP INC is the largest holder with a position valued at $80.4M.

Overview

Overview of institutional ownership in SUSB as of Q3 2025

All Institutions

Institutions: 263
Value Held: $598.4M
Shares Held: 23.6M
Avg Position: $2.3M
Median Position: $516.1K

Hedge Funds

Hedge Funds: 2
Value Held: $3.4M
Shares Held: 135.2K
Avg Position: $1.7M
Median Position: $1.7M

Biggest Investors

Institutions with the largest positions in SUSB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$80.4M 0.01% of portfolio	3.2M shares	Q4 2022 Held for 2y 11m	$691.34B
L LPL Financial LLC Institution	-	$30.6M 0.01% of portfolio	1.2M shares	Q4 2022 Held for 2y 11m	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$26.0M 0.00% of portfolio	1.0M shares	Q4 2022 Held for 2y 11m	$1.65T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$20.5M 0.00% of portfolio	812.0K shares	Q1 2023 Held for 2y 8m	$433.11B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$17.1M 0.01% of portfolio	676.5K shares	Q4 2022 Held for 2y 11m	$341.99B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$14.5M 0.00% of portfolio	571.3K shares	Q3 2023 Held for 2y 2m	$556.34B
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	$13.3M 0.07% of portfolio	524.4K shares	Q4 2022 Held for 2y 11m	$18.9B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$12.9M 0.00% of portfolio	508.6K shares	Q4 2022 Held for 2y 11m	$488.50B
Sontag Advisory, LLC RIA/Wealth	Michael Anthony Lamena CEO	$12.4M 0.06% of portfolio	489.5K shares	Q3 2024 Held for 1y 2m	$19.1B
M Modera Wealth Management, LLC RIA/Wealth	Thomas Anthony Orecchio CEO	$12.3M 0.14% of portfolio	485.1K shares	Q4 2022 Held for 2y 11m	$8.6B

Net Capital Flow

Institutional buying and selling activity for SUSB in Q3 2025

Traded: +$12.3M
Buyers: 163
Sellers: 68
Total Bought: +$33.6M
Total Sold: −$21.2M
Avg Position: $2.1M

Biggest Buyers

Institution	Net Bought	Current Position
Stanich Group LLC RIA/Wealth	+$2.3M +92.8K shares	$2.3M 92.8K shares
L LPL Financial LLC Institution	+$2.3M +91.1K shares	$30.6M 1.2M shares
GOLDMAN SACHS GROUP INC Institution	+$2.3M +89.1K shares	$80.4M 3.2M shares
Savant Capital, LLC RIA/Wealth	+$2.0M +78.7K shares	$13.3M 524.4K shares
Perigon Wealth Management, LLC RIA/Wealth	+$1.8M +72.5K shares	$11.8M 465.2K shares
MORGAN STANLEY RIA/Wealth	+$1.6M +62.6K shares	$26.0M 1.0M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.4M +57.1K shares	$1.4M 57.1K shares
JPMORGAN CHASE & CO Institution	+$1.4M +57.1K shares	$10.9M 429.5K shares
Summit Wealth Group, LLC RIA/Wealth	+$971.5K +-2.9K shares	$971.5K 38.4K shares
AMERIPRISE FINANCIAL INC Institution	+$813.0K +32.1K shares	$20.5M 812.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Elser Financial Planning, Inc RIA/Wealth	−$6.7M −266.1K shares	Sold Off 0 shares
Impact Investors, Inc RIA/Wealth	−$3.2M −125.8K shares	$4.4M 174.4K shares
IMPACTfolio, LLC RIA/Wealth	−$2.2M −86.9K shares	$3.7M 146.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.6M −61.7K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$796.1K −31.5K shares	$2.2M 85.6K shares
Abacus Wealth Partners, LLC RIA/Wealth	−$709.3K −28.2K shares	Sold Off 0 shares
E Ethic Inc. RIA/Wealth	−$708.4K −28.2K shares	Sold Off 0 shares
BANK OF MONTREAL /CAN/ Institution	−$556.8K −22.1K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$521.9K −20.6K shares	$634.0K 25.0K shares
T TWO SIGMA SECURITIES, LLC Institution	−$365.9K −14.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SUSB in Q3 2025

New Positions: 14
New Value: $3.0M
Exited Positions: 16
Exited Value: $11.7M

New Positions

Institution	Position Value
Summit Wealth Group, LLC RIA/Wealth	$971.5K 38.4K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$587.0K 23.2K shares
SAX WEALTH ADVISORS, LLC RIA/Wealth	$422.4K 16.7K shares
E Elm Partners Management LLC Institution	$273.8K 10.8K shares
Wealthfront Advisers LLC RIA/Wealth	$253.6K 10.0K shares
Pathstone Holdings, LLC Family Office	$217.4K 8.6K shares
Armor Investment Advisors, LLC RIA/Wealth	$146.3K 5.8K shares
FIRST FINANCIAL HOLDINGS, INC. Institution	$45.0K 1.8K shares
A Atlantic Trust Group, LLC Institution	$37.2K 1.5K shares
Triumph Capital Management RIA/Wealth	$17.6K 694.0 shares

Exited Positions

Institution	Previous Position
Elser Financial Planning, Inc RIA/Wealth	$6.7M 266.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.6M 61.7K shares
Abacus Wealth Partners, LLC RIA/Wealth	$709.3K 28.2K shares
E Ethic Inc. RIA/Wealth	$708.4K 28.2K shares
BANK OF MONTREAL /CAN/ Institution	$556.8K 22.1K shares
T TWO SIGMA SECURITIES, LLC Institution	$365.9K 14.5K shares
Litman Gregory Asset Management LLC RIA/Wealth	$292.1K 11.6K shares
C CLS Investments, LLC Institution	$204.0K 8.1K shares
HPM Partners LLC RIA/Wealth	$201.7K 8.0K shares
GeoWealth Management, LLC RIA/Wealth	$185.6K 7.4K shares

Options Activity

Institutions with the largest Call and Put options positions in SUSB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SUSB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
L LFA - Lugano Financial Advisors SA Institution	-	6.08% $11.5M	457.1K shares	Q3 2023 Held for 2y 2m	$189.7M
Impact Investors, Inc RIA/Wealth	Christian Albrecht Wulf Von Schimmelmann Managing Partner	2.91% $4.4M	174.4K shares	Q4 2024 Held for 11 months	$151.9M
Northland Capital Management LLC RIA/Wealth	Christopher Arthur Erickson President	2.83% $4.7M	186.3K shares	Q4 2024 Held for 11 months	$166.7M
Clarity Wealth Development LLC RIA/Wealth	Kay Dee Cole CEO	2.76% $3.1M	120.4K shares	Q4 2024 Held for 11 months	$110.8M
Milestone Investment Advisors LLC RIA/Wealth	Daniel Peter Kauper Member	2.41% $9.7M	382.7K shares	Q4 2022 Held for 2y 11m	$402.5M
Francis Financial, Inc. RIA/Wealth	Stacy A Francis President	1.90% $10.4M	410.7K shares	Q4 2022 Held for 2y 11m	$547.7M
Integris Wealth Management, LLC RIA/Wealth	Michael Aaron Leavy CIO	1.67% $6.9M	271.2K shares	Q4 2022 Held for 2y 11m	$411.0M
IMPACTfolio, LLC RIA/Wealth	Christian Albrecht Wulf Von Schimmelmann Managing Partner	1.60% $3.7M	146.1K shares	Q1 2023 Held for 2y 8m	$231.8M
Stanich Group LLC RIA/Wealth	Martin James Briesach Managing Partner	1.44% $2.3M	92.8K shares	Q4 2024 Held for 11 months	$163.3M
Bear Mountain Capital, Inc. Fund of Funds	Joey Leslie Day CEO	1.25% $3.7M	147.4K shares	Q4 2023 Held for 1y 11m	$298.6M

Hedge Fund Spotlight

Discover hedge funds investing in SUSB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Market Value: $1.4M
Shares Held: 57.1K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%