Who owns SUSB?
Institutional ownership of iShares ESG Aware 1-5 Year USD Corporate Bond ETF from Form 13F, Q2 2026
350 institutional managers reported holding iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Form 13F filings for Q2 2026, with 39,108,526 shares worth $977M. The largest reported holder was Envestnet Asset Management Inc. Managers that filed both quarters added a net 9,075,046 shares (+31.0%). 55 opened new positions and 15 sold out.
- Funds holding
- 350
- Value held
- $977M
- New / sold out
- 55 / 15
- Net shares, same filers
- +31.0%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of SUSB
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Envestnet Asset Management Inc | $94.0M | 9.6% | 3,761,155 | Added |
| Goldman Sachs Group Inc | $85.9M | 8.8% | 3,435,889 | Added |
| LPL Financial LLC | $70.0M | 7.2% | 2,799,686 | Added |
| Morgan Stanley | $25.9M | 2.6% | 1,034,602 | Added |
| Thrivent Financial for Lutherans | $23.8M | 2.4% | 952,054 | Added |
| JPMorgan Chase & Co | $22.1M | 2.3% | 884,932 | Added |
| Envestnet Portfolio Solutions, Inc. | $19.2M | 2.0% | 768,281 | Added |
| EP Wealth Advisors, LLC | $19.2M | 2.0% | 768,196 | Added |
| Royal Bank of Canada | $18.3M | 1.9% | 733,815 | Added |
| Ameriprise Financial Inc | $18.1M | 1.9% | 726,058 | Added |
| Acorns Advisers, LLC | $17.5M | 1.8% | 698,679 | Added |
| Wells Fargo & Company | $17.0M | 1.7% | 679,448 | Added |
| Bank of New York Mellon Corp | $16.6M | 1.7% | 662,852 | Trimmed |
| Savant Capital, LLC | $14.9M | 1.5% | 597,293 | Added |
| Commonwealth Equity Services, LLC | $14.5M | 1.5% | 580,169 | Added |
| Wealthspire Advisors, LLC | $12.8M | 1.3% | 511,273 | Added |
| Perigon Wealth Management, LLC | $12.6M | 1.3% | 504,559 | Added |
| Modera Wealth Management, LLC | $12.4M | 1.3% | 497,659 | Added |
| UBS Group AG | $12.2M | 1.2% | 488,152 | Added |
| ST Germain D J Co Inc | $12.2M | 1.2% | 487,159 | Added |
| Allworth Financial LP | $12.2M | 1.2% | 486,779 | Added |
| Baird Financial Group, Inc. | $12.1M | 1.2% | 484,395 | Added |
| Milestone Investment Advisors LLC | $10.4M | 1.1% | 414,403 | Trimmed |
| Mariner, LLC | $10.3M | 1.1% | 412,165 | Trimmed |
| Francis Financial, Inc. | $10.3M | 1.1% | 410,670 | Added |
Share of 13F holdings is each fund's shares as a share of the 39,108,526 SUSB shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Envestnet Asset Management Inc Added+$80.8M
- LPL Financial LLC Added+$29.3M
- Envestnet Portfolio Solutions, Inc. Added+$18.6M
- JPMorgan Chase & Co Added+$13.3M
- Cetera Investment Advisers Added+$7.3M
- Park Avenue Securities LLC New+$5.3M
- Cambridge Investment Research Advisors, Inc. Added+$4.2M
- MML Investors Services, LLC Added+$3.8M
- Thrivent Financial for Lutherans Added+$3.7M
- Avise Financial Cooperative, Inc. New+$3.4M
Biggest sellers in Q2 2026
- LFA - Lugano Financial Advisors SA Sold out-$11.4M
- Clearstead Advisors, LLC Trimmed-$2.6M
- Susquehanna International Group, LLP Trimmed-$1.6M
- Citadel Advisors LLC Trimmed-$1.3M
- Impact Investors, Inc Trimmed-$822K
- J. Mark Nickell & Co. Trimmed-$798K
- Sequoia Financial Advisors, LLC Trimmed-$493K
- Jane Street Group, LLC Trimmed-$488K
- Investor's Fiduciary Advisor Network, LLC Sold out-$378K
- Elser Financial Planning, Inc Trimmed-$343K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $250M and sold $23.6M; 191 added and 41 trimmed.
Questions about SUSB ownership
- Who owns SUSB stock?
- 350 institutional investment managers reported SUSB positions in their Form 13F filings for Q2 2026, holding 39,108,526 shares worth $977M in total. Envestnet Asset Management Inc reported the largest position.
- Are funds buying or selling SUSB?
- In Q2 2026, 55 managers opened new SUSB positions, 191 added, 41 trimmed and 15 sold out. Managers that filed in both quarters added a net 9,075,046 shares.
- How current is this SUSB institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to SUSB by CUSIP. Options are left out. SUSB news and filings · SUSB insider trades · Top funds