We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

254 hedge funds and large institutions have $587M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 87

2% more capital invested

Capital invested by funds: $578M → $587M (+$8.98M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.21% less ownership

Funds ownership: 67.31%67.1% (-0.21%)

1% less funds holding

Funds holding: 257254 (-3)

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
104
Reduced
87
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$6.12M -$336K -13,799 -5%
EFP
27
Elser Financial Planning
Indiana
$6.04M +$6.01M +246,553 New
PWM
28
Perigon Wealth Management
California
$5.91M +$120K +4,906 +2%
DJSG
29
D.J. St. Germain
Massachusetts
$5.68M +$273K +11,195 +5%
LFASL
30
Lugano Financial Advisors SA (LFA)
Switzerland
$5.41M
MG
31
Mather Group
Illinois
$5.39M +$979K +40,172 +22%
Bank of America
32
Bank of America
North Carolina
$5.37M +$53.6K +2,198 +1%
Osaic Holdings
33
Osaic Holdings
Arizona
$5.27M -$123K -5,047 -2%
AC
34
Apella Capital
Connecticut
$5.02M +$32.5K +1,335 +0.7%
Financial Engines Advisors
35
Financial Engines Advisors
California
$4.69M +$454K +18,640 +11%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$4.35M -$91.9K -3,771 -2%
Fisher Asset Management
37
Fisher Asset Management
Washington
$4.1M +$377K +15,484 +10%
SI
38
Seeds Investor
New York
$4.02M -$82.7K -3,393 -2%
HI
39
Harbour Investments
Wisconsin
$3.84M +$209K +8,588 +6%
AFA
40
Arlington Financial Advisors
California
$3.81M +$412K +16,895 +12%
PL
41
Plancorp LLC
Missouri
$3.61M
BMC
42
Bear Mountain Capital
Washington
$3.58M +$156K +6,396 +5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$3.48M -$10.9K -448 -0.3%
FT
44
Fiduciary Trust
Massachusetts
$3.37M +$88.1K +3,615 +3%
CCM
45
Colorado Capital Management
Colorado
$3.36M +$376K +15,436 +13%
KFAA
46
Klaas Financial Asset Advisors
Illinois
$2.73M +$455K +18,655 +20%
Corient Private Wealth
47
Corient Private Wealth
Florida
$2.72M -$205K -8,414 -7%
I
48
IMPACTfolio
Colorado
$2.65M +$237K +9,716 +10%
COCM
49
Charter Oak Capital Management
New Hampshire
$2.64M +$200K +8,208 +8%
LRWA
50
Long Run Wealth Advisors
New York
$2.41M -$12.7K -520 -0.5%