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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

184% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 58

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

10% more capital invested

Capital invested by funds: $665M → $731M (+$66.4M)

9% more funds holding

Funds holding: 287312 (+25)

3.8% more ownership

Funds ownership: 70.02%73.82% (+3.8%)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
PFG Advisors
Arizona
$222K -$2.56K -103 -1%
MCM
227
MAI Capital Management
Ohio
$221K +$222K +8,940 New
SRCM
228
Signature Resources Capital Management
California
$220K +$44.5K +1,791 +25%
WB
229
WesBanco Bank
West Virginia
$220K +$221K +8,908 New
WWM
230
Western Wealth Management
Colorado
$218K -$13.9K -558 -6%
PP
231
PDS Planning
Ohio
$216K +$3.58K +144 +2%
MWA
232
Martel Wealth Advisors
Washington
$204K +$6.04K +243 +3%
MOS
233
MGO One Seven
Ohio
$203K +$205K +8,238 New
CA
234
CWC Advisors
Oregon
$203K +$3.13K +126 +2%
Creative Planning
235
Creative Planning
Kansas
$202K +$203K +8,186 New
FPF
236
First Pacific Financial
Washington
$199K +$1.34K +54 +0.7%
PTC
237
Private Trust Company
Ohio
$179K
EWA
238
EverSource Wealth Advisors
Alabama
$173K +$10.8K +436 +7%
AIA
239
Armor Investment Advisors
North Carolina
$171K
EPW
240
Evergreen Private Wealth
Colorado
$161K -$26.7K -1,076 -14%
HPC
241
HM Payson & Co
Maine
$158K
FF
242
Finley Financial
Nevada
$152K +$153K +6,150 New
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$151K +$5.24K +211 +4%
ACA
244
American Capital Advisory
Idaho
$145K
FRA
245
Front Row Advisors
California
$131K +$19.9K +800 +18%
FGC
246
Financial Gravity Companies
Texas
$121K +$2.31K +93 +2%
AWM
247
AE Wealth Management
Kansas
$117K +$118K +4,754 New
AA
248
Ancora Advisors
Ohio
$106K
VHAM
249
Van Hulzen Asset Management
California
$104K +$105K +4,214 New
HBT
250
Hills Bank & Trust
Iowa
$103K +$546 +22 +0.5%