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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

116 hedge funds and large institutions have $256M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

18% more capital invested

Capital invested by funds: $216M → $256M (+$39.5M)

13% more funds holding

Funds holding: 103116 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.8% less ownership

Funds ownership: 89.58%82.78% (-6.8%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$332K -$7.38M -288,129 -96%
BPA
77
Beacon Pointe Advisors
California
$324K -$3.79K -148 -1%
PP
78
PDS Planning
Ohio
$319K -$53K -2,068 -14%
OPS
79
Orion Portfolio Solutions
Nebraska
$283K +$167K +6,538 +151%
FTUS
80
Flow Traders U.S.
New York
$266K +$262K +10,220 New
FCM
81
Firestone Capital Management
Florida
$253K +$93K +3,630 +60%
VHAM
82
Van Hulzen Asset Management
California
$231K
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K
OWM
84
Orgel Wealth Management
Wisconsin
$216K +$213K +8,301 New
PMG
85
ProVise Management Group
Florida
$201K +$198K +7,735 New
PA
86
Parkside Advisors
California
$200K +$197K +7,690 New
SPIA
87
Steward Partners Investment Advisory
New York
$145K -$75.6K -2,952 -35%
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$134K +$11.1K +432 +9%
FCA
89
FinTrust Capital Advisors
South Carolina
$113K -$5.12K -200 -4%
TAIM
90
TD Ameritrade Investment Management
Nebraska
$103K -$30.1K -1,177 -23%
AssetMark Inc
91
AssetMark Inc
California
$97K +$33.8K +1,321 +55%
PAG
92
Private Advisor Group
New Jersey
$87K +$85.5K +3,338 New
AIC
93
Archer Investment Corporation
Indiana
$69.4K -$6.87K -268 -9%
PO
94
Private Ocean
California
$67K +$48.7K +1,902 +268%
CAN
95
Cetera Advisor Networks
California
$57K +$56K +2,185 New
TF
96
TimeScale Financial
Massachusetts
$53K -$17K -662 -24%
SFS
97
Sowell Financial Services
Arkansas
$39K -$538 -21 -1%
AWM
98
AllSquare Wealth Management
New York
$32K
CAL
99
Capital Analysts LLC
Pennsylvania
$32K +$179 +7 +0.6%
GWM
100
Geneos Wealth Management
Colorado
$24K