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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.

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.73%
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 Market Value Shares Shares
Change
Shares
Change %
I
51
IMPACTfolio
Colorado
$2.42M 98,675 +5,192 +6%
KFAA
52
Klaas Financial Asset Advisors
Illinois
$2.27M 92,633 +5,897 +7%
HHGA
53
Halbert Hargrove Global Advisors
California
$2.24M 91,483 +4,342 +5%
PR
54
Payden & Rygel
California
$2.03M 82,849
PRIG
55
Payden & Rygel Investment Group
California
$2.03M 82,849 +82,849 New
HighTower Advisors
56
HighTower Advisors
Illinois
$2M 81,733 -2,091 -2%
Franklin Resources
57
Franklin Resources
California
$1.98M 80,851 +446 +0.6%
BMD
58
Better Money Decisions
New Mexico
$1.96M 80,158 -5 -0%
FFM
59
Flagstone Financial Management
Nebraska
$1.95M 79,702 -4,760 -6%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.95M 79,513 +47,857 +151%
PSA
61
Plum Street Advisors
Louisiana
$1.92M 76,468 +16,423 +27%
SPIA
62
Strategic Point Investment Advisors
Rhode Island
$1.92M 78,360 -325 -0.4%
EWM
63
Empirical Wealth Management
Washington
$1.9M 77,519 -547 -0.7%
BCM
64
Brookstone Capital Management
Illinois
$1.89M 77,337 -5,148 -6%
BC
65
Brio Consultants
California
$1.89M 77,107 -137 -0.2%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$1.81M 74,516 +74,516 New
RCG
67
Regatta Capital Group
California
$1.8M 73,661 +4,642 +7%
AI
68
Accredited Investors
Minnesota
$1.78M 72,775 -7,141 -9%
AWP
69
Abacus Wealth Partners
California
$1.76M 71,816 +71,816 New
EI
70
Ethic Inc
New York
$1.76M 71,816 +71,816 New
OFG
71
Omega Financial Group
California
$1.75M 71,652 -3,743 -5%
SWG
72
Summit Wealth Group
Vermont
$1.69M 69,185 -14,991 -18%
CTC
73
Central Trust Company
Missouri
$1.66M 67,966 -9,700 -12%
PA
74
Parkside Advisors
California
$1.63M 66,767 +4,144 +7%
FCM
75
Fortis Capital Management
Washington
$1.63M 66,510 -2,706 -4%