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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

64 hedge funds and large institutions have $120M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

21% more funds holding

Funds holding: 5364 (+11)

9% more capital invested

Capital invested by funds: $110M → $120M (+$9.84M)

20.52% less ownership

Funds ownership: 139.22%118.7% (-21%)

Holders
64
Holders Change
+11
Holders Change %
+20.75%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$507K
WT
27
Whittier Trust
California
$455K
MML Investors Services
28
MML Investors Services
Massachusetts
$451K -$14.3K -570 -3%
BPA
29
Beacon Pointe Advisors
California
$425K +$105K +4,194 +33%
PP
30
PDS Planning
Ohio
$378K +$1.55K +62 +0.4%
NA
31
Nottingham Advisors
New York
$361K +$357K +14,241 New
UCFA
32
United Capital Financial Advisors
Texas
$320K -$85.5K -3,412 -21%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$320K +$317K +12,635 New
HPC
34
HM Payson & Co
Maine
$285K
CFIA
35
Cantor Fitzgerald Investment Advisors
New York
$279K +$25.6K +1,021 +10%
BIA
36
Bigelow Investment Advisors
Maine
$276K +$13.8K +550 +5%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$272K
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$234K +$232K +9,249 New
SI
39
SimpliFi Inc
California
$220K +$1.58K +63 +0.7%
Wells Fargo
40
Wells Fargo
California
$218K +$181K +7,218 +523%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$214K +$19.3K +769 +10%
AFA
42
Arlington Financial Advisors
California
$212K +$209K +8,361 New
SDWMA
43
Schneider Downs Wealth Management Advisors
Pennsylvania
$210K +$207K +8,270 New
LSCM
44
LaSalle Street Capital Management
Illinois
$206K
AIP
45
Ameritas Investment Partners
Nebraska
$206K +$204K +8,158 New
Citigroup
46
Citigroup
New York
$181K
MWM
47
Mascoma Wealth Management
New Hampshire
$173K -$14.1K -561 -8%
SPIA
48
Steward Partners Investment Advisory
New York
$152K +$150K +6,004 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$131K +$2.83K +113 +2%
FCA
50
FinTrust Capital Advisors
South Carolina
$115K -$13.8K -549 -11%