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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 14

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

13% more capital invested

Capital invested by funds: $587M → $665M (+$77.8M)

13% more funds holding

Funds holding: 254287 (+33)

2.92% more ownership

Funds ownership: 67.1%70.02% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
Integris Wealth Management
California
$6.6M +$305K +12,282 +5%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$6.39M +$2.78M +111,823 +79%
DAS
28
Dynamic Advisor Solutions
Arizona
$6.13M -$156K -6,260 -3%
DJSG
29
D.J. St. Germain
Massachusetts
$6.05M +$214K +8,590 +4%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.76M +$344K +13,848 +6%
Bank of America
31
Bank of America
North Carolina
$5.65M +$129K +5,206 +2%
LFASL
32
Lugano Financial Advisors SA (LFA)
Switzerland
$5.48M -$79.6K -3,200 -1%
AC
33
Apella Capital
Connecticut
$5.09M -$45.6K -1,834 -0.9%
Financial Engines Advisors
34
Financial Engines Advisors
California
$4.83M +$14.6K +588 +0.3%
WFAG
35
Wescott Financial Advisory Group
Pennsylvania
$4.57M +$108K +4,360 +2%
Fisher Asset Management
36
Fisher Asset Management
Washington
$4.25M +$40.9K +1,644 +1%
HI
37
Harbour Investments
Wisconsin
$4.15M +$202K +8,125 +5%
AFA
38
Arlington Financial Advisors
California
$4.1M +$185K +7,453 +5%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$4.05M +$2.06M +82,963 +107%
MG
40
Mather Group
Illinois
$3.94M -$1.58M -63,724 -29%
SI
41
Seeds Investor
New York
$3.78M -$342K -13,762 -8%
PL
42
Plancorp LLC
Missouri
$3.71M
BMC
43
Bear Mountain Capital
Washington
$3.69M +$67.3K +2,705 +2%
CCM
44
Colorado Capital Management
Colorado
$3.52M +$68.1K +2,738 +2%
Corient Private Wealth
45
Corient Private Wealth
Florida
$3.44M +$629K +25,300 +23%
FT
46
Fiduciary Trust
Massachusetts
$3.38M -$78.4K -3,154 -2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$3.06M +$593K +23,864 +24%
COCM
48
Charter Oak Capital Management
New Hampshire
$3.04M +$324K +13,033 +12%
FTUS
49
Flow Traders U.S.
New York
$2.94M +$2.91M +116,834 New
KFAA
50
Klaas Financial Asset Advisors
Illinois
$2.81M +$8.9K +358 +0.3%