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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

116 hedge funds and large institutions have $256M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

18% more capital invested

Capital invested by funds: $216M → $256M (+$39.5M)

13% more funds holding

Funds holding: 103116 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.8% less ownership

Funds ownership: 89.58%82.78% (-6.8%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
51
Central Trust Company
Missouri
$619K +$248K +9,688 +69%
MM
52
Main Management
California
$614K -$7.25K -283 -1%
BC
53
Bartlett & Co
Ohio
$613K +$603K +23,555 New
BCWM
54
Bartlett & Co Wealth Management
Ohio
$613K +$603K +23,555 New
FANJ
55
Financial Architects (New Jersey)
New Jersey
$611K +$146K +5,680 +32%
AGA
56
Arkos Global Advisors
Texas
$599K -$65.9K -2,573 -10%
MML Investors Services
57
MML Investors Services
Massachusetts
$579K +$49.5K +1,931 +9%
AIP
58
Ameritas Investment Partners
Nebraska
$564K +$5.12K +200 +0.9%
Stifel Financial
59
Stifel Financial
Missouri
$558K +$130K +5,062 +31%
EDRH
60
Edmond de Rothschild Holding
Switzerland
$554K +$438K +17,107 +406%
MMA
61
Miracle Mile Advisors
California
$544K +$94K +3,670 +21%
WS
62
Wedbush Securities
California
$540K +$13.6K +532 +3%
EFSCE
63
Enterprise Financial Services Corp (EFSC)
Missouri
$506K -$72.4K -2,827 -13%
CI
64
CX Institutional
Indiana
$490K +$400K +15,597 +479%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$470K -$37.7K -1,471 -8%
CFIA
66
Cantor Fitzgerald Investment Advisors
New York
$464K -$438K -17,107 -49%
AC
67
Apella Capital
Connecticut
$462K +$51K +1,990 +13%
AFA
68
Arlington Financial Advisors
California
$462K +$91.7K +3,581 +25%
WR
69
Watson Rebecca
$448K +$9.91K +387 +2%
CRWM
70
Castle Rock Wealth Management
California
$429K -$94.8K -3,701 -18%
ASN
71
Advisory Services Network
Georgia
$429K +$118K +4,593 +39%
ATWA
72
Arbor Trust Wealth Advisors
Michigan
$421K +$54.3K +2,120 +15%
TPCW
73
TD Private Client Wealth
New York
$397K +$391K +15,282 New
CCM
74
Cribstone Capital Management
Maine
$351K +$346K +13,510 New
MIS
75
Morningstar Investment Services
Illinois
$337K -$171K -6,682 -34%