SUSB

Ishares Esg Aware 1-5 Year U

+$23.5M

Net Activity

Institutions Holding

307

Popularity Rank

#1937

Avg Weight

0.18%

Total Value

$740.2M

Ownership Trend

307 institutions currently hold SUSB, with 167 net buyers and 100 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

100

Net Buying Institutions

167

Key Holders

Key Holders

Top 5 by Value

GS
Goldman Sachs Group INC
$84.8M
LF
LPL Financial LLC
$40.8M
MS
Morgan Stanley
$24.5M
TF
Thrivent Financial for Lutherans
$20.2M
EW
EP Wealth Advisors, LLC
$17.6M

Top 5 by Conviction

L-
LFA - Lugano Financial Advisors SA
5.78%
II
Impact Investors, Inc
4.22%
MI
Milestone Investment Advisors LLC
2.56%
CC
Colorado Capital Management, Inc.
2.40%
FF
Francis Financial, Inc.
1.88%
View all 307 holding institutions

Quarterly Activity

Recent Activity

+$547.1M

Total Buy Value

$200.3M

Total Sell Value

New buy24
Trim87
Add143
Sold out13

167

Net Buyers

100

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES ESG AWARE 1-5 YEAR U (SUSB)?
Major stakeholders currently include Goldman Sachs Group INC ($84.8M), LPL Financial LLC ($40.8M), Morgan Stanley ($24.5M). Based on the latest 13F filings, there are a total of 307 tracked investment funds and institutions maintaining positions in SUSB.
What is the overall institutional sentiment toward SUSB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $23.5M, driven by 167 managers accumulating shares while 100 reduced their exposure.
Which institutions have been selling or reducing their SUSB positions?
In the latest period, 87 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $200.3M.
Are there any notable investors adding SUSB to their portfolios?
Yes, buying activity remains notable. 24 institutions opened new positions in {ticker}, and 143 existing holders added to their shares. The total reported buy value for the quarter amounted to $547.1M.

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