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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

3% less funds holding

Funds holding: 264257 (-7)

4% less ownership

Funds ownership: 71.31%67.31% (-4%)

6% less capital invested

Capital invested by funds: $617M → $578M (-$38.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
Integris Wealth Management
California
$6.24M -$49K -2,005 -0.8%
PWM
27
Perigon Wealth Management
California
$5.79M -$141K -5,784 -2%
LFASL
28
Lugano Financial Advisors SA (LFA)
Switzerland
$5.41M -$176K -7,183 -3%
DJSG
29
D.J. St. Germain
Massachusetts
$5.41M +$431K +17,636 +9%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.39M +$135K +5,538 +3%
Northern Trust
31
Northern Trust
Illinois
$5.34M +$2.77M +113,403 +108%
Bank of America
32
Bank of America
North Carolina
$5.31M -$1.21M -49,448 -19%
AC
33
Apella Capital
Connecticut
$4.96M +$595K +24,343 +14%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$4.44M +$259K +10,579 +6%
MG
35
Mather Group
Illinois
$4.41M +$5.72K +234 +0.1%
Financial Engines Advisors
36
Financial Engines Advisors
California
$4.23M +$422K +17,281 +11%
SI
37
Seeds Investor
New York
$4.1M +$418K +17,102 +11%
Fisher Asset Management
38
Fisher Asset Management
Washington
$3.72M +$332K +13,594 +10%
HI
39
Harbour Investments
Wisconsin
$3.63M +$149K +6,108 +4%
PL
40
Plancorp LLC
Missouri
$3.61M -$8.23K -337 -0.2%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3.49M -$4.43M -181,108 -56%
AFA
42
Arlington Financial Advisors
California
$3.4M +$250K +10,238 +8%
BMC
43
Bear Mountain Capital
Washington
$3.36M -$30.8K -1,260 -0.9%
FT
44
Fiduciary Trust
Massachusetts
$3.28M +$174K +7,130 +6%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$3.22M -$489K -20,000 -13%
CCM
46
Colorado Capital Management
Colorado
$2.98M +$801K +32,778 +37%
Corient Private Wealth
47
Corient Private Wealth
Florida
$2.93M +$1.25M +50,980 +74%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$2.57M -$636K -26,028 -20%
COCM
49
Charter Oak Capital Management
New Hampshire
$2.44M +$44.4K +1,815 +2%
LRWA
50
Long Run Wealth Advisors
New York
$2.42M -$59.4K -2,430 -2%