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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RPCA
226
Running Point Capital Advisors
California
$90.6K 3,703 -15,989 -81%
FRA
227
Front Row Advisors
California
$80.8K 3,300
WP
228
WealthShield Partners
North Carolina
$77K 3,144 -450 -13%
AWM
229
AllSquare Wealth Management
New York
$75.4K 3,080
BFEC
230
Benjamin F. Edwards & Company
Missouri
$75K 3,056 +10 +0.3%
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.3K 2,953
MBFW
232
Morton Brown Family Wealth
Pennsylvania
$63.4K 2,589 +9 +0.3%
HFS
233
HBC Financial Services
Washington
$58K 2,379
JWM
234
Janiczek Wealth Management
Colorado
$52.3K 2,137
GC
235
Gould Capital
Washington
$51.3K 2,097 +93 +5%
SS
236
Sunbelt Securities
Texas
$46K 1,878
RIM
237
Rockbridge Investment Management
New York
$39.3K 1,605 +1,605 New
Comerica Bank
238
Comerica Bank
Texas
$34.5K 1,409 +4 +0.3%
TVAMP
239
Tennessee Valley Asset Management Partners
Tennessee
$28.5K 1,163 +1,163 New
AWM
240
Able Wealth Management
New Jersey
$20.7K 844 +844 New
SAM
241
Smartleaf Asset Management
Massachusetts
$19.6K 801 +801 New
CFO
242
CVA Family Office
Colorado
$19.1K 781 +781 New
GI
243
Gradient Investments
Minnesota
$18.2K 744
LF
244
Lee Financial
Texas
$17.3K 705
GWSG
245
GPS Wealth Strategies Group
Colorado
$16.6K 677 -42 -6%
DIP
246
DT Investment Partners
Pennsylvania
$13.6K 556 -26 -4%
FFA
247
Farther Finance Advisors
California
$13.5K 552 +348 +171%
PS
248
Principal Securities
Iowa
$10.9K 445 +445 New
YAL
249
Your Advocates Ltd
Texas
$9.81K 401 +400 +40,000%
CB
250
Community Bank
New York
$8.56K 350