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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
Fidelity Investments
251
Fidelity Investments
Massachusetts
$2.35K +$2.31K +95 +9,500%
BWL
252
Bogart Wealth LLC
Virginia
$1.89K
BNP Paribas Financial Markets
253
BNP Paribas Financial Markets
France
$1.45K -$658 -27 -31%
WCM
254
Winthrop Capital Management
Indiana
$1K
CFD
255
Creative Financial Designs
Indiana
$710 +$512 +21 +263%
BBA
256
Braun-Bostich & Associates
Pennsylvania
-$740K -30,214 Closed
PS
257
Portfolio Strategies
New York
-$508K -20,748 Closed
LFA
258
Legacy Financial Advisors
Kentucky
-$440K -17,971 Closed
AWS
259
Atria Wealth Solutions
New York
-$431K -17,601 Closed
WWA
260
WCG Wealth Advisors
Nevada
-$280K -11,450 Closed
FWM
261
Fingerlakes Wealth Management
New York
-$280K -11,426 Closed
ITB
262
Idaho Trust Bank
Idaho
-$280K -11,426 Closed
BFG
263
Berger Financial Group
Minnesota
-$278K -11,337 Closed
HF
264
HRT Financial
New York
-$238K -9,733 Closed
EDRH
265
Edmond de Rothschild Holding
Switzerland
-$225K -9,184 Closed
AM
266
AGF Management
Ontario, Canada
-$211K -8,630 Closed
RIS
267
Retirement Income Solutions
Michigan
-$210K -8,586 Closed
EP
268
Essential Planning
New Hampshire
-$202K -8,271 Closed
NCTC
269
New Covenant Trust Company
Indiana
-$59.8K -2,443 Closed
SAM
270
Smartleaf Asset Management
Massachusetts
-$5.51K -225 Closed
WIC
271
Woodmont Investment Counsel
Tennessee
-$4.36K -178 Closed
IGWM
272
ICA Group Wealth Management
Colorado
-$1.76K -72 Closed