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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
BWL
301
Bogart Wealth LLC
Virginia
-$1.89K -77 Closed