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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 14

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

13% more capital invested

Capital invested by funds: $587M → $665M (+$77.8M)

13% more funds holding

Funds holding: 254287 (+33)

2.92% more ownership

Funds ownership: 67.1%70.02% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
51
IMPACTfolio
Colorado
$2.78M +$48.5K +1,949 +2%
PAS
52
Park Avenue Securities
New York
$2.5M +$2.47M +99,224 New
BC
53
Brio Consultants
California
$2.42M +$187K +7,509 +8%
CA
54
CGN Advisors
Kansas
$2.31M +$484K +19,475 +27%
PR
55
Payden & Rygel
California
$2.23M
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.1M +$674K +27,118 +48%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.03M +$1.52M +61,060 +309%
EWM
58
Empirical Wealth Management
Washington
$2.03M -$49.6K -1,996 -2%
BCM
59
Brookstone Capital Management
Illinois
$2.01M +$64.4K +2,588 +3%
EH
60
Equitable Holdings
New York
$2.01M +$570K +22,908 +40%
FFM
61
Flagstone Financial Management
Nebraska
$1.95M +$78.1K +3,140 +4%
SPIA
62
Strategic Point Investment Advisors
Rhode Island
$1.94M -$3.23K -130 -0.2%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.94M -$43.1K -1,732 -2%
Jane Street
64
Jane Street
New York
$1.93M +$697K +28,028 +58%
PSA
65
Plum Street Advisors
Louisiana
$1.92M +$102K +4,117 +6%
RCG
66
Regatta Capital Group
California
$1.91M +$71K +2,857 +4%
AI
67
Accredited Investors
Minnesota
$1.85M +$10.3K +415 +0.6%
SFS
68
Sowell Financial Services
Arkansas
$1.83M -$132K -5,314 -7%
CNBT
69
Canandaigua National Bank & Trust
New York
$1.83M +$1.81M +72,600 New
AWP
70
Abacus Wealth Partners
California
$1.81M
EI
71
Ethic Inc
New York
$1.76M
OFG
72
Omega Financial Group
California
$1.76M -$35.8K -1,441 -2%
BCWM
73
Bartlett & Co Wealth Management
Ohio
$1.74M -$9.43K -379 -0.5%
PA
74
Parkside Advisors
California
$1.73M +$9.75K +392 +0.6%
BMD
75
Better Money Decisions
New Mexico
$1.73M -$332K -13,356 -16%