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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

254 hedge funds and large institutions have $587M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 87

2% more capital invested

Capital invested by funds: $578M → $587M (+$8.98M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.21% less ownership

Funds ownership: 67.31%67.1% (-0.21%)

1% less funds holding

Funds holding: 257254 (-3)

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
104
Reduced
87
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$2.4M -$173K -7,112 -7%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$2.39M -$829K -34,000 -26%
JP Morgan Chase
53
JP Morgan Chase
New York
$2.22M +$775K +31,816 +54%
BC
54
Brio Consultants
California
$2.17M +$282K +11,590 +15%
PR
55
Payden & Rygel
California
$2.17M +$140K +5,730 +7%
PRIG
56
Payden & Rygel Investment Group
California
$2.17M +$140K +5,730 +7%
HHGA
57
Halbert Hargrove Global Advisors
California
$2.14M -$102K -4,204 -5%
EWM
58
Empirical Wealth Management
Washington
$2.02M +$125K +5,110 +7%
BMD
59
Better Money Decisions
New Mexico
$2.01M +$45.4K +1,865 +2%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.93M -$70K -2,872 -4%
SFS
61
Sowell Financial Services
Arkansas
$1.91M +$383K +15,697 +25%
BCM
62
Brookstone Capital Management
Illinois
$1.91M +$2.78K +114 +0.1%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.91M -$41.5K -1,701 -2%
SPIA
64
Strategic Point Investment Advisors
Rhode Island
$1.89M -$25.8K -1,060 -1%
FFM
65
Flagstone Financial Management
Nebraska
$1.82M -$129K -5,291 -7%
RCG
66
Regatta Capital Group
California
$1.79M -$15.3K -628 -0.9%
AI
67
Accredited Investors
Minnesota
$1.79M +$3.75K +154 +0.2%
PSA
68
Plum Street Advisors
Louisiana
$1.77M -$100K -4,117 -5%
CA
69
CGN Advisors
Kansas
$1.77M +$860K +35,296 +95%
AWP
70
Abacus Wealth Partners
California
$1.76M
EI
71
Ethic Inc
New York
$1.76M
OFG
72
Omega Financial Group
California
$1.74M -$10.9K -448 -0.6%
BCWM
73
Bartlett & Co Wealth Management
Ohio
$1.71M +$97.4K +3,997 +6%
PA
74
Parkside Advisors
California
$1.68M +$42K +1,723 +3%
FCM
75
Fortis Capital Management
Washington
$1.65M +$16.4K +671 +1%