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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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88 hedge funds and large institutions have $153M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 7

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $130M → $153M (+$23M)

16% more funds holding

Funds holding: 76 → 88 (+12)

10.09% less ownership

Funds ownership: 101.66% → 91.57% (-10%)

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
47
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.87M
2
RWP
RWA Wealth Partners
Massachusetts
+$1.51M
3
EVM
Eaton Vance Management
Massachusetts
+$1.34M
4
FT
Fiduciary Trust
Massachusetts
+$711K
5
Wells Fargo
Wells Fargo
California
+$710K

Top Sellers

1
Jane Street
Jane Street
New York
-$947K
2
Citadel Advisors
Citadel Advisors
Florida
-$806K
3
AI
Atria Investments
North Carolina
-$459K
4
Citigroup
Citigroup
New York
-$175K
5
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
-$71K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AllSquare Wealth Management
New York
$31K – – –
CI
77
CX Institutional
Indiana
$30K – – –
TI
78
tru Independence
Oregon
$27K +$27.5K +1,080 New
GWM
79
Geneos Wealth Management
Colorado
$23K – – –
PO
80
Private Ocean
California
$19K +$18.1K +710 New
RCA
81
Rowland Carmichael Advisors
Arizona
$18K +$18K +707 New
SF
82
Synovus Financial
Georgia
$14K +$6.99K +275 +106%
LFG
83
LifePlan Financial Group
Ohio
$13K – – –
Citigroup
84
Citigroup
New York
$12K -$175K -6,900 -94%
RWG
85
Regal Wealth Group
California
$12K – – –
EIP
86
Ellis Investment Partners
Pennsylvania
$11K – – –
NFG
87
Next Financial Group
Texas
$8K – – –
SIAS
88
Shine Investment Advisory Services
Colorado
$5K +$2.98K +117 +148%
BlackRock
89
BlackRock
New York
$2K -$763 -30 -33%
Citadel Advisors
90
Citadel Advisors
Florida
– -$806K -31,759 Closed
AI
91
Atria Investments
North Carolina
– -$459K -18,038 Closed
APSP
92
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$71K -2,797 Closed
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
– -$26K -1,008 Closed
FAAS
94
First Allied Advisory Services
California
– -$11K -403 Closed
TRCT
95
Tower Research Capital (TRC)
New York
– -$5K -200 Closed
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