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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 14

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

13% more capital invested

Capital invested by funds: $587M → $665M (+$77.8M)

13% more funds holding

Funds holding: 254287 (+33)

2.92% more ownership

Funds ownership: 67.1%70.02% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$165K +$163K +6,559 New
HPC
227
HM Payson & Co
Maine
$161K
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$148K +$15.2K +611 +12%
ACA
229
American Capital Advisory
Idaho
$148K -$225K -9,046 -61%
WOSD
230
WFA of San Diego
California
$129K
Citigroup
231
Citigroup
New York
$126K
FGC
232
Financial Gravity Companies
Texas
$121K +$119K +4,792 New
FRA
233
Front Row Advisors
California
$114K +$1.86K +75 +2%
AA
234
Ancora Advisors
Ohio
$108K -$348 -14 -0.3%
HBT
235
Hills Bank & Trust
Iowa
$105K
Deutsche Bank
236
Deutsche Bank
Germany
$96.7K
S
237
Sachetta
Massachusetts
$93.2K
RPCA
238
Running Point Capital Advisors
California
$93.2K
US Bancorp
239
US Bancorp
Minnesota
$86.4K +$8.23K +331 +11%
AF
240
Advisornet Financial
Minnesota
$82.6K +$4.23K +170 +5%
AWM
241
AllSquare Wealth Management
New York
$77.5K
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.3K
GC
243
Gould Capital
Washington
$66.9K
MBFW
244
Morton Brown Family Wealth
Pennsylvania
$66.2K
HFS
245
HBC Financial Services
Washington
$59K
FHA
246
First Horizon Advisors
Tennessee
$54.2K +$53.5K +2,153 New
OC
247
Oarsman Capital
Wisconsin
$51.4K +$50.9K +2,045 New
GM
248
GeoWealth Management
Illinois
$47.9K +$47.3K +1,902 New
FFA
249
Farther Finance Advisors
California
$44.3K +$27.4K +1,102 +167%
JWA
250
JFS Wealth Advisors
Pennsylvania
$42.7K +$42.3K +1,699 New