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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

116 hedge funds and large institutions have $256M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

18% more capital invested

Capital invested by funds: $216M → $256M (+$39.5M)

13% more funds holding

Funds holding: 103116 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.8% less ownership

Funds ownership: 89.58%82.78% (-6.8%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Accredited Investors
Minnesota
$1.62M +$38.4K +1,498 +2%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$1.39M -$10.2K -399 -0.7%
BAM
28
Baldrige Asset Management
Pennsylvania
$1.36M +$174K +6,783 +15%
AI
29
Atria Investments
North Carolina
$1.28M +$1.26M +49,125 New
BBA
30
Braun-Bostich & Associates
Pennsylvania
$1.21M +$13.1K +511 +1%
AO
31
Advisor OS
Illinois
$1.21M +$1.19M +46,467 New
RJA
32
Raymond James & Associates
Florida
$1.06M +$423K +16,517 +68%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.02M +$252K +9,834 +33%
FT
34
Fiduciary Trust
Massachusetts
$977K +$188K +7,335 +24%
OMC
35
Old Mission Capital
Illinois
$923K +$909K +35,502 New
ACM
36
Anfield Capital Management
California
$921K
BMM
37
Buffington Mohr McNeal
Idaho
$905K -$21.2K -829 -2%
AC
38
Alexandria Capital
Virginia
$841K -$232K -9,043 -22%
BIA
39
Bigelow Investment Advisors
Maine
$805K +$160K +6,240 +25%
PP
40
Prudential plc
United Kingdom
$780K +$768K +30,000 New
WP
41
WealthSource Partners
California
$761K +$125K +4,875 +20%
PR
42
Payden & Rygel
California
$759K
PWM
43
Perigon Wealth Management
California
$733K +$722K +28,199 New
HPC
44
HM Payson & Co
Maine
$721K +$218K +8,515 +44%
FCIM
45
Fairview Capital Investment Management
California
$715K +$61.5K +2,400 +10%
WT
46
Whittier Trust
California
$697K
EH
47
Equitable Holdings
New York
$673K +$423K +16,519 +177%
IFAM
48
Institutional & Family Asset Management
Colorado
$636K +$7.86K +307 +1%
UB
49
UMB Bank
Missouri
$635K +$51K +1,990 +9%
HGWM
50
Horst & Graben Wealth Management
Oregon
$632K +$64K +2,498 +11%