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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

184% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 58

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

10% more capital invested

Capital invested by funds: $665M → $731M (+$66.4M)

9% more funds holding

Funds holding: 287312 (+25)

3.8% more ownership

Funds ownership: 70.02%73.82% (+3.8%)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$7.57M +$823K +33,150 +12%
DJSG
27
D.J. St. Germain
Massachusetts
$7.43M +$1.5M +60,339 +25%
Financial Engines Advisors
28
Financial Engines Advisors
California
$7.28M +$2.55M +102,845 +54%
IWM
29
Integris Wealth Management
California
$6.9M +$426K +17,147 +7%
EFP
30
Elser Financial Planning
Indiana
$6.53M +$6.57M +264,543 New
Bank of America
31
Bank of America
North Carolina
$6.47M +$927K +37,306 +17%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.81M +$159K +6,382 +3%
DAS
33
Dynamic Advisor Solutions
Arizona
$5.54M -$482K -19,406 -8%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$5.52M -$764K -30,748 -12%
AC
35
Apella Capital
Connecticut
$5.44M +$426K +17,165 +8%
LFASL
36
Lugano Financial Advisors SA (LFA)
Switzerland
$5.38M
II
37
Impact Investors
California
$4.73M +$4.76M +191,591 New
Fisher Asset Management
38
Fisher Asset Management
Washington
$4.67M +$498K +20,029 +12%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$4.63M +$140K +5,639 +3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$4.51M +$543K +21,873 +14%
MG
41
Mather Group
Illinois
$4.38M +$511K +20,571 +13%
HI
42
Harbour Investments
Wisconsin
$4.19M +$111K +4,471 +3%
AFA
43
Arlington Financial Advisors
California
$4.17M +$141K +5,696 +3%
CCM
44
Colorado Capital Management
Colorado
$4.01M +$558K +22,450 +16%
BMC
45
Bear Mountain Capital
Washington
$3.87M +$212K +8,515 +6%
SI
46
Seeds Investor
New York
$3.8M +$81.5K +3,279 +2%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$3.8M +$2.5M +100,809 +191%
KWA
48
Kondo Wealth Advisors
California
$3.72M +$3.74M +150,609 New
PL
49
Plancorp LLC
Missouri
$3.64M
KFAA
50
Klaas Financial Asset Advisors
Illinois
$3.48M +$730K +29,391 +26%