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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

3% less funds holding

Funds holding: 264257 (-7)

4% less ownership

Funds ownership: 71.31%67.31% (-4%)

6% less capital invested

Capital invested by funds: $617M → $578M (-$38.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
51
IMPACTfolio
Colorado
$2.42M +$127K +5,192 +6%
KFAA
52
Klaas Financial Asset Advisors
Illinois
$2.27M +$144K +5,897 +7%
HHGA
53
Halbert Hargrove Global Advisors
California
$2.24M +$106K +4,342 +5%
PR
54
Payden & Rygel
California
$2.03M
PRIG
55
Payden & Rygel Investment Group
California
$2.03M +$2.02M +82,849 New
HighTower Advisors
56
HighTower Advisors
Illinois
$2M -$51.1K -2,091 -2%
Franklin Resources
57
Franklin Resources
California
$1.98M +$10.9K +446 +0.6%
BMD
58
Better Money Decisions
New Mexico
$1.96M -$122 -5 -0%
FFM
59
Flagstone Financial Management
Nebraska
$1.95M -$116K -4,760 -6%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.95M +$1.17M +47,857 +151%
PSA
61
Plum Street Advisors
Louisiana
$1.92M +$401K +16,423 +27%
SPIA
62
Strategic Point Investment Advisors
Rhode Island
$1.92M -$7.94K -325 -0.4%
EWM
63
Empirical Wealth Management
Washington
$1.9M -$13.4K -547 -0.7%
BCM
64
Brookstone Capital Management
Illinois
$1.89M -$126K -5,148 -6%
BC
65
Brio Consultants
California
$1.89M -$3.35K -137 -0.2%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$1.8M +$1.82M +74,516 New
RCG
67
Regatta Capital Group
California
$1.8M +$113K +4,642 +7%
AI
68
Accredited Investors
Minnesota
$1.78M -$175K -7,141 -9%
AWP
69
Abacus Wealth Partners
California
$1.76M +$1.75M +71,816 New
EI
70
Ethic Inc
New York
$1.76M +$1.75M +71,816 New
OFG
71
Omega Financial Group
California
$1.75M -$91.5K -3,743 -5%
SWG
72
Summit Wealth Group
Vermont
$1.69M -$366K -14,991 -18%
CTC
73
Central Trust Company
Missouri
$1.66M -$237K -9,700 -12%
PA
74
Parkside Advisors
California
$1.63M +$101K +4,144 +7%
FCM
75
Fortis Capital Management
Washington
$1.63M -$66.1K -2,706 -4%