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Of the 4 tracked institutions holding SUSB, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.5pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 4 tracked institutional investors we monitor, SUSB (ISHARES TR ESG AWRE 1 5 YR) is held with a combined value of $8.86M across 353,357 shares. The largest holder is Fisher Asset Management, LLC with a position worth $6.96M. 2 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$8.86M
Total Shares Held
353,357
Institutional Holders
4
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $6.96M | 0.00% | +7.0% |
| 2 | CITADEL ADVISORS LLC | $1.88M | 0.00% | +516.5% |
| 3 | BlackRock, Inc. | $8.92K | 0.00% | -41.5% |
| 4 | FMR LLC | $4.29K | 0.00% | -11.4% |
As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of SUSB with a position worth $6.96M, representing 0.00% of their portfolio. In total, 4 institutional investors hold SUSB with a combined value of $8.86M.
Institutional investors hold $8.86M worth of SUSB stock across 4 positions. The largest institutional holder is Fisher Asset Management, LLC with $6.96M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SUSB, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SUSB positions.
Last Close
$24.86
2026-07-28
YTD
+0.7%
92% of 52-week range
