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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

88 hedge funds and large institutions have $153M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 7

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $130M → $153M (+$23M)

16% more funds holding

Funds holding: 7688 (+12)

10.09% less ownership

Funds ownership: 101.66%91.57% (-10%)

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
47
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$751K -$947K -37,232 -56%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$744K +$198K +7,802 +36%
FT
28
Fiduciary Trust
Massachusetts
$711K +$711K +27,957 New
MM
29
Main Management
California
$671K -$45.7K -1,795 -6%
AGA
30
Arkos Global Advisors
Texas
$659K +$63.8K +2,510 +11%
BIA
31
Bigelow Investment Advisors
Maine
$649K +$91.6K +3,600 +16%
FCIM
32
Fairview Capital Investment Management
California
$607K +$608K +23,900 New
WS
33
Wedbush Securities
California
$603K +$246K +9,662 +69%
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$567K +$25.9K +1,019 +5%
IFAM
35
Institutional & Family Asset Management
Colorado
$563K +$3.03K +119 +0.5%
PI
36
PFS Investments
Georgia
$532K +$532K +20,925 New
IFWM
37
Institute for Wealth Management
Colorado
$509K
Baird Financial Group
38
Baird Financial Group
Wisconsin
$507K +$507K +19,926 New
UB
39
UMB Bank
Missouri
$499K +$20.3K +800 +4%
HPC
40
HM Payson & Co
Maine
$489K +$14K +550 +3%
BAM
41
Baldrige Asset Management
Pennsylvania
$445K +$445K +17,491 New
AG
42
Advisor Group
Arizona
$439K +$65.2K +2,563 +17%
CFIA
43
Cantor Fitzgerald Investment Advisors
New York
$439K +$67.3K +2,648 +18%
AIP
44
Ameritas Investment Partners
Nebraska
$410K +$46.1K +1,811 +13%
MMA
45
Miracle Mile Advisors
California
$401K +$401K +15,753 New
NA
46
Nottingham Advisors
New York
$389K +$3.18K +125 +0.8%
PP
47
PDS Planning
Ohio
$384K +$2.67K +105 +0.7%
WP
48
WealthSource Partners
California
$365K +$365K +14,365 New
FANJ
49
Financial Architects (New Jersey)
New Jersey
$361K +$119K +4,685 +49%
AFA
50
Arlington Financial Advisors
California
$355K +$83.9K +3,300 +31%