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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 27

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $485M → $703M (+$218M)

17% more funds holding

Funds holding: 178209 (+31)

0.67% more ownership

Funds ownership: 67.08%67.75% (+0.67%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
26
Betterment LLC
New York
$3.93M +$3.93M +150,820 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.9M +$1.08M +41,533 +38%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.74M -$6.66M -255,730 -64%
KFS
29
Kelly Financial Services
Massachusetts
$3.69M +$2.5M +95,816 +46,065%
PG
30
Prostatis Group
Maryland
$3.52M +$356K +13,677 +11%
CGL
31
Clarius Group LLC
Washington
$3.44M +$5.99K +230 +0.2%
EB
32
Eastern Bank
Massachusetts
$3.4M +$294K +11,293 +9%
AFA
33
Arlington Financial Advisors
California
$3.34M +$181K +6,938 +6%
Citadel Advisors
34
Citadel Advisors
Florida
$3.27M +$1.39M +53,249 +74%
WP
35
WealthSource Partners
California
$3.15M +$1.99M +76,461 +172%
SC
36
Savant Capital
Illinois
$3.14M +$500K +19,199 +19%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$3.13M
EVM
38
Eaton Vance Management
Massachusetts
$3.07M -$118K -4,527 -4%
COCM
39
Charter Oak Capital Management
New Hampshire
$3.04M +$1.06M +40,750 +54%
HGWM
40
Horst & Graben Wealth Management
Oregon
$3M +$1.62M +62,312 +118%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.75M +$744K +28,582 +37%
AC
42
Apella Capital
Connecticut
$2.69M +$471K +18,105 +21%
DAS
43
Dynamic Advisor Solutions
Arizona
$2.67M +$394K +15,139 +17%
EH
44
Equitable Holdings
New York
$2.62M +$1.27M +48,752 +94%
ACA
45
Affinity Capital Advisors
California
$2.31M +$301K +11,554 +15%
BAM
46
Baldrige Asset Management
Pennsylvania
$2.25M +$165K +6,320 +8%
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$2.13M
RJA
48
Raymond James & Associates
Florida
$2.1M +$579K +22,236 +38%
WFAG
49
Wescott Financial Advisory Group
Pennsylvania
$2.01M +$520K +19,964 +35%
OWA
50
One Wealth Advisors
California
$2M +$1.68M +64,392 +524%