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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
BSB
251
Bangor Savings Bank
Maine
$42.3K -$478K -19,230 -92%
FVIM
252
Fort Vancouver Investment Management
Washington
$38.8K +$4.08K +164 +12%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$37K
CAL
254
Capital Analysts LLC
Pennsylvania
$34K +$33.7K +1,356 New
SWM
255
Sugarloaf Wealth Management
Georgia
$31.8K +$31.5K +1,265 New
PCMC
256
Private Capital Management (Colorado)
Colorado
$30.9K
BlackRock
257
BlackRock
New York
$29.1K -$95.1K -3,826 -77%
ACA
258
Aptus Capital Advisors
Alabama
$28.7K +$28.4K +1,141 New
CIA
259
Cape Investment Advisory
Georgia
$27.2K +$26.9K +1,081 New
M
260
MOTCO
Texas
$21.7K +$21.5K +864 New
WP
261
WealthShield Partners
North Carolina
$20.5K
CFO
262
CVA Family Office
Colorado
$19.6K
DIP
263
DT Investment Partners
Pennsylvania
$19.3K
Jones Financial Companies
264
Jones Financial Companies
Missouri
$18.3K +$18K +725 New
GWSG
265
GPS Wealth Strategies Group
Colorado
$17K
OLVIG
266
Oliver Lagore Vanvalin Investment Group
Michigan
$15.7K +$15.5K +625 New
GRP
267
Global Retirement Partners
California
$13.2K +$9.55K +384 +272%
OP
268
ORG Partners
Indiana
$11.8K +$11.7K +471 New
YAL
269
Your Advocates Ltd
Texas
$11.8K
PS
270
Principal Securities
Iowa
$10.7K
CB
271
Community Bank
New York
$8.8K
KFP
272
Keener Financial Planning
Texas
$8K
SWM
273
Spire Wealth Management
Virginia
$7.52K
MWA
274
MFA Wealth Advisors
Pennsylvania
$6.52K
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$5.03K