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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

53 hedge funds and large institutions have $110M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

269% more capital invested

Capital invested by funds: $30M → $110M (+$80.5M)

81.28% more ownership

Funds ownership: 57.94%139.22% (+81%)

39% more funds holding

Funds holding: 3853 (+15)

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
19
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$402K +$113K +4,585 +40%
LPL Financial
27
LPL Financial
California
$387K +$93.1K +3,767 +32%
PP
28
PDS Planning
Ohio
$372K -$38.6K -1,563 -10%
BPA
29
Beacon Pointe Advisors
California
$314K
HPC
30
HM Payson & Co
Maine
$281K +$278K +11,250 New
BIA
31
Bigelow Investment Advisors
Maine
$258K +$255K +10,330 New
CFIA
32
Cantor Fitzgerald Investment Advisors
New York
$250K +$247K +9,983 New
SI
33
SimpliFi Inc
California
$215K -$4.99K -202 -2%
LSCM
34
LaSalle Street Capital Management
Illinois
$204K +$201K +8,147 New
FANJ
35
Financial Architects (New Jersey)
New Jersey
$192K +$60.4K +2,442 +47%
MWM
36
Mascoma Wealth Management
New Hampshire
$185K
Citigroup
37
Citigroup
New York
$179K +$157K +6,341 +793%
FCA
38
FinTrust Capital Advisors
South Carolina
$127K
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$127K
BMM
40
Buffington Mohr McNeal
Idaho
$119K +$118K +4,765 New
AF
41
Advisornet Financial
Minnesota
$68K
TAIM
42
TD Ameritrade Investment Management
Nebraska
$63K +$62.5K +2,527 New
LFA
43
Legacy Financial Advisors
Kentucky
$58K +$1.8K +73 +3%
AG
44
Advisor Group
Arizona
$55K +$43.4K +1,757 +402%
Wells Fargo
45
Wells Fargo
California
$35K +$34.1K +1,380 New
AWM
46
AllSquare Wealth Management
New York
$31K +$30.4K +1,231 New
CI
47
CX Institutional
Indiana
$29K
GWM
48
Geneos Wealth Management
Colorado
$23K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$15K +$74 +3 +0.5%
LFG
50
LifePlan Financial Group
Ohio
$12K