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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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53 hedge funds and large institutions have $110M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

269% more capital invested

Capital invested by funds: $30M → $110M (+$80.5M)

81.28% more ownership

Funds ownership: 57.94% → 139.22% (+81%)

39% more funds holding

Funds holding: 38 → 53 (+15)

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
19
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$57.9M
2
RJA
Raymond James & Associates
Florida
+$3.5M
3
Jane Street
Jane Street
New York
+$2.67M
4
Morgan Stanley
Morgan Stanley
New York
+$2.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.51M

Top Sellers

1
CNBT
Canandaigua National Bank & Trust
New York
-$825K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$337K
3
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
-$258K
4
AIC
Ameritas Investment Company
Nebraska
-$218K
5
UB
UMB Bank
Missouri
-$52.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$7K +$6.43K +260 New
SF
52
Synovus Financial
Georgia
$7K +$6.43K +260 New
BlackRock
53
BlackRock
New York
$6K -$346 -14 -6%
CNBT
54
Canandaigua National Bank & Trust
New York
– -$825K -33,757 Closed
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
– -$337K -13,804 Closed
SDWMA
56
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$258K -10,542 Closed
AIC
57
Ameritas Investment Company
Nebraska
– -$218K -8,935 Closed
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