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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 27

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $485M → $703M (+$218M)

17% more funds holding

Funds holding: 178209 (+31)

0.67% more ownership

Funds ownership: 67.08%67.75% (+0.67%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Arrow Financial
New York
$1.91M +$150K +5,771 +9%
B
52
Bailard
California
$1.85M -$1.07M -41,239 -37%
Prudential Financial
53
Prudential Financial
New Jersey
$1.83M +$1.48M +56,698 +421%
WT
54
Whittier Trust
California
$1.76M +$706K +27,100 +67%
AI
55
Accredited Investors
Minnesota
$1.7M -$58.5K -2,245 -3%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.69M +$998K +38,333 +144%
AA
57
Acorns Advisers
California
$1.69M +$1.69M +64,876 New
CJA
58
C-J Advisory
California
$1.67M +$875K +33,599 +110%
RCS
59
Retirement Capital Strategies
California
$1.56M +$1.56M +60,007 New
BCWM
60
Bartlett & Co Wealth Management
Ohio
$1.53M +$675K +25,914 +79%
BC
61
Bartlett & Co
Ohio
$1.53M +$675K +25,914 +79%
MMA
62
Miracle Mile Advisors
California
$1.45M +$12K +459 +0.8%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$1.4M +$8.98K +345 +0.6%
JP Morgan Chase
64
JP Morgan Chase
New York
$1.37M +$1.37M +52,714 New
PA
65
Parkside Advisors
California
$1.34M +$423K +16,245 +46%
SHJ
66
Sharkey, Howes & Javer
Colorado
$1.32M +$922K +35,401 +231%
OWA
67
Opal Wealth Advisors
New York
$1.29M +$148K +5,700 +13%
CFIA
68
Cantor Fitzgerald Investment Advisors
New York
$1.28M +$1M +38,589 +363%
ODIJL
69
One Day In July LLC
Vermont
$1.19M +$618K +23,738 +108%
BBA
70
Braun-Bostich & Associates
Pennsylvania
$1.19M -$2.81K -108 -0.2%
BMM
71
Buffington Mohr McNeal
Idaho
$1.17M +$85.2K +3,270 +8%
FT
72
Fiduciary Trust
Massachusetts
$1.17M +$191K +7,329 +19%
MAM
73
MMA Asset Management
Pennsylvania
$1.17M +$3.33K +128 +0.3%
Bank Julius Baer & Co
74
Bank Julius Baer & Co
Switzerland
$1.15M +$1.15M +43,992 New
Stifel Financial
75
Stifel Financial
Missouri
$1.09M +$233K +8,964 +27%