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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

184% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 58

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

10% more capital invested

Capital invested by funds: $665M → $731M (+$66.4M)

9% more funds holding

Funds holding: 287312 (+25)

3.8% more ownership

Funds ownership: 70.02%73.82% (+3.8%)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Northland Capital Management
Minnesota
$3.37M +$3.39M +136,281 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$3.21M +$204K +8,194 +7%
COCM
53
Charter Oak Capital Management
New Hampshire
$3.05M +$67K +2,696 +2%
FT
54
Fiduciary Trust
Massachusetts
$3.01M -$309K -12,437 -9%
Corient Private Wealth
55
Corient Private Wealth
Florida
$2.86M -$520K -20,925 -15%
I
56
IMPACTfolio
Colorado
$2.84M +$111K +4,453 +4%
CWD
57
Clarity Wealth Development
Oregon
$2.82M +$2.82M +113,644 New
SG
58
Stanich Group
New York
$2.8M +$2.82M +113,437 New
PAS
59
Park Avenue Securities
New York
$2.77M +$326K +13,111 +13%
BC
60
Brio Consultants
California
$2.64M +$263K +10,592 +11%
OWA
61
One Wealth Advisors
California
$2.47M +$1.07M +42,992 +75%
CA
62
CGN Advisors
Kansas
$2.45M +$179K +7,225 +8%
MML Investors Services
63
MML Investors Services
Massachusetts
$2.4M +$405K +16,308 +20%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$2.33M +$267K +10,761 +13%
AI
65
Accredited Investors
Minnesota
$2.31M +$500K +20,136 +27%
EH
66
Equitable Holdings
New York
$2.21M +$240K +9,648 +12%
PR
67
Payden & Rygel
California
$2.19M
PA
68
Parkside Advisors
California
$2.16M +$460K +18,507 +27%
FFM
69
Flagstone Financial Management
Nebraska
$2.12M +$207K +8,329 +11%
EWM
70
Empirical Wealth Management
Washington
$2.12M +$129K +5,177 +6%
BCM
71
Brookstone Capital Management
Illinois
$2.04M +$58.4K +2,350 +3%
HighTower Advisors
72
HighTower Advisors
Illinois
$2.02M +$113K +4,569 +6%
RCG
73
Regatta Capital Group
California
$1.97M +$94.1K +3,790 +5%
SPIA
74
Strategic Point Investment Advisors
Rhode Island
$1.95M +$44K +1,770 +2%
FTUS
75
Flow Traders U.S.
New York
$1.93M -$960K -38,627 -33%