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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
EPW
276
Endeavor Private Wealth
Kansas
$28K +$28.1K +1,133 New
CIA
277
Cape Investment Advisory
Georgia
$26.7K
Citigroup
278
Citigroup
New York
$24.7K -$99.4K -4,000 -80%
KIM
279
Kestra Investment Management
Texas
$22K +$22.2K +892 New
WP
280
WealthShield Partners
North Carolina
$19.7K -$373 -15 -2%
CFO
281
CVA Family Office
Colorado
$19.3K
DIP
282
DT Investment Partners
Pennsylvania
$19K
PWA
283
Physician Wealth Advisors
Utah
$18.8K +$18.9K +761 New
Jones Financial Companies
284
Jones Financial Companies
Missouri
$17.9K
GWSG
285
GPS Wealth Strategies Group
Colorado
$16.7K
OLVIG
286
Oliver Lagore Vanvalin Investment Group
Michigan
$13.5K -$1.96K -79 -13%
GRP
287
Global Retirement Partners
California
$12.4K -$596 -24 -5%
GWANC
288
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.6K +$11.7K +471 New
OP
289
ORG Partners
Indiana
$11.6K
YAL
290
Your Advocates Ltd
Texas
$11.6K
PS
291
Principal Securities
Iowa
$10.5K
RPA
292
Redwood Park Advisors
California
$9.83K +$9.89K +398 New
TRCT
293
Tower Research Capital (TRC)
New York
$9.46K +$9.51K +383 New
CA
294
CoreCap Advisors
Michigan
$9.19K +$5.84K +235 +172%
SWM
295
Spire Wealth Management
Virginia
$7.38K
WCM
296
WealthTrak Capital Management
Virginia
$7.19K +$7.23K +291 New
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
$4.94K
TCM
298
Tradewinds Capital Management
Washington
$4.74K +$4.67K +188 +4,700%
IA
299
IFP Advisors
Florida
$4.68K +$4.72K +190 New
PA
300
Parallel Advisors
California
$4.38K +$75 +3 +2%