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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 27

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $485M → $703M (+$218M)

17% more funds holding

Funds holding: 178209 (+31)

0.67% more ownership

Funds ownership: 67.08%67.75% (+0.67%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMD
76
Better Money Decisions
New Mexico
$1.09M +$266K +10,211 +32%
WS
77
Wedbush Securities
California
$1.04M +$294K +11,278 +39%
FANJ
78
Financial Architects (New Jersey)
New Jersey
$1.03M +$176K +6,765 +21%
BWM
79
Baystate Wealth Management
Massachusetts
$1.02M +$182K +6,984 +22%
MWM
80
Mascoma Wealth Management
New Hampshire
$995K +$226K +8,662 +29%
AFAS
81
Acorn Financial Advisory Services
Virginia
$974K +$90K +3,456 +10%
BIA
82
Bigelow Investment Advisors
Maine
$951K
AFG
83
Albion Financial Group
Utah
$926K +$926K +35,551 New
LRIA
84
Leonard Rickey Investment Advisors
Washington
$910K +$595K +22,836 +189%
AC
85
Alexandria Capital
Virginia
$901K +$53.4K +2,052 +6%
HighTower Advisors
86
HighTower Advisors
Illinois
$898K -$170K -6,511 -16%
CL
87
CPWM LLC
Washington
$895K +$155K +5,960 +21%
HHGA
88
Halbert Hargrove Global Advisors
California
$880K +$880K +33,794 New
CA
89
CGN Advisors
Kansas
$854K +$136K +5,211 +19%
CTC
90
Central Trust Company
Missouri
$825K +$60.2K +2,312 +8%
SWM
91
SeaCrest Wealth Management
New York
$816K +$187K +7,169 +30%
VHAM
92
Van Hulzen Asset Management
California
$812K +$812K +31,175 New
CCG
93
Capital CS Group
California
$810K +$810K +31,125 New
DJSG
94
D.J. St. Germain
Massachusetts
$801K +$4.17K +160 +0.5%
AIP
95
Ameritas Investment Partners
Nebraska
$763K +$26K +998 +4%
EDRH
96
Edmond de Rothschild Holding
Switzerland
$745K -$243K -9,313 -25%
FCIM
97
Fairview Capital Investment Management
California
$737K +$20.8K +800 +3%
MM
98
Main Management
California
$698K
BFG
99
Berger Financial Group
Minnesota
$694K -$2.53K -97 -0.4%
UB
100
UMB Bank
Missouri
$688K +$14.2K +547 +2%