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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

3% less funds holding

Funds holding: 264257 (-7)

4% less ownership

Funds ownership: 71.31%67.31% (-4%)

6% less capital invested

Capital invested by funds: $617M → $578M (-$38.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
226
Gould Capital
Washington
$62.4K +$11.1K +453 +22%
NCTC
227
New Covenant Trust Company
Indiana
$59.8K +$59.7K +2,443 New
HFS
228
HBC Financial Services
Washington
$57K
JWM
229
Janiczek Wealth Management
Colorado
$56K +$3.69K +151 +7%
SS
230
Sunbelt Securities
Texas
$46K
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$35.8K +$35.9K +1,470 New
Comerica Bank
232
Comerica Bank
Texas
$35.2K +$709 +29 +2%
PCMC
233
Private Capital Management (Colorado)
Colorado
$30.1K +$30K +1,229 New
WP
234
WealthShield Partners
North Carolina
$23K -$53.9K -2,205 -70%
CFO
235
CVA Family Office
Colorado
$19.1K
DIP
236
DT Investment Partners
Pennsylvania
$18.8K +$5.18K +212 +38%
FFA
237
Farther Finance Advisors
California
$17.8K +$4.33K +177 +32%
SPIA
238
Steward Partners Investment Advisory
New York
$17.3K +$10.8K +441 +166%
GWSG
239
GPS Wealth Strategies Group
Colorado
$16.6K
SWM
240
Spire Wealth Management
Virginia
$15.8K +$15.8K +645 New
YAL
241
Your Advocates Ltd
Texas
$10.9K +$1.1K +45 +11%
PS
242
Principal Securities
Iowa
$10.9K
KFP
243
Keener Financial Planning
Texas
$9K +$8.21K +336 New
CB
244
Community Bank
New York
$8.56K
VAG
245
VisionPoint Advisory Group
Texas
$5.88K +$171 +7 +3%
SAM
246
Smartleaf Asset Management
Massachusetts
$5.51K -$14.1K -576 -72%
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$4.87K
WIC
248
Woodmont Investment Counsel
Tennessee
$4.36K +$4.35K +178 New
PA
249
Parallel Advisors
California
$4.2K +$24 +1 +0.6%
CMP
250
Coston McIsaac & Partners
Maine
$4K +$24 +1 +0.6%