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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

254 hedge funds and large institutions have $587M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 87

2% more capital invested

Capital invested by funds: $578M → $587M (+$8.98M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.21% less ownership

Funds ownership: 67.31%67.1% (-0.21%)

1% less funds holding

Funds holding: 257254 (-3)

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
104
Reduced
87
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
226
Gould Capital
Washington
$65.1K +$2.66K +109 +4%
MBFW
227
Morton Brown Family Wealth
Pennsylvania
$64.9K -$2.17K -89 -3%
HFS
228
HBC Financial Services
Washington
$58K
JWM
229
Janiczek Wealth Management
Colorado
$56K
SS
230
Sunbelt Securities
Texas
$46K
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$36.1K
FVIM
232
Fort Vancouver Investment Management
Washington
$33.7K +$33.6K +1,377 New
PCMC
233
Private Capital Management (Colorado)
Colorado
$30.1K
FCAS
234
First Command Advisory Services
Texas
$28K +$27.8K +1,142 New
WP
235
WealthShield Partners
North Carolina
$19.9K -$3.05K -125 -13%
CFO
236
CVA Family Office
Colorado
$19.1K
DIP
237
DT Investment Partners
Pennsylvania
$18.8K
GWSG
238
GPS Wealth Strategies Group
Colorado
$16.6K
FFA
239
Farther Finance Advisors
California
$16.1K -$1.71K -70 -10%
YAL
240
Your Advocates Ltd
Texas
$11.5K +$609 +25 +6%
PS
241
Principal Securities
Iowa
$10.4K -$487 -20 -4%
CB
242
Community Bank
New York
$8.57K
KFP
243
Keener Financial Planning
Texas
$8K
SWM
244
Spire Wealth Management
Virginia
$7.32K -$8.43K -346 -54%
MWA
245
MFA Wealth Advisors
Pennsylvania
$6.34K +$6.31K +259 New
VAG
246
VisionPoint Advisory Group
Texas
$6.12K +$244 +10 +4%
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$4.88K
PA
248
Parallel Advisors
California
$4.24K +$24 +1 +0.6%
CMP
249
Coston McIsaac & Partners
Maine
$4K +$24 +1 +0.6%
GRP
250
Global Retirement Partners
California
$3.45K +$268 +11 +8%