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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

3% less funds holding

Funds holding: 264257 (-7)

4% less ownership

Funds ownership: 71.31%67.31% (-4%)

6% less capital invested

Capital invested by funds: $617M → $578M (-$38.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
76
Bartlett & Co Wealth Management
Ohio
$1.61M +$44.4K +1,817 +3%
ASN
77
Advisory Services Network
Georgia
$1.58M +$86.2K +3,528 +6%
SFS
78
Sowell Financial Services
Arkansas
$1.53M +$521K +21,332 +52%
SFA
79
Sequoia Financial Advisors
Ohio
$1.52M +$293K +11,991 +24%
OCM
80
One Capital Management
California
$1.52M +$562 +23 +0%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.51M -$184K -7,531 -11%
FPCP
82
Fort Point Capital Partners
California
$1.49M -$9.34K -382 -0.6%
LWMG
83
Levy Wealth Management Group
Pennsylvania
$1.48M
CPCM
84
Cardinal Point Capital Management
Ontario, Canada
$1.45M -$32K -1,310 -2%
JP Morgan Chase
85
JP Morgan Chase
New York
$1.44M +$529K +21,663 +58%
Stifel Financial
86
Stifel Financial
Missouri
$1.37M +$22.8K +934 +2%
SCA
87
STALEY CAPITAL ADVISERS
Pennsylvania
$1.35M -$244K -10,000 -15%
TPCW
88
TD Private Client Wealth
New York
$1.25M -$87.8K -3,592 -7%
UCFA
89
United Capital Financial Advisors
Texas
$1.24M +$233K +9,533 +23%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$1.23M +$25.9K +1,061 +2%
EH
91
Equitable Holdings
New York
$1.22M +$84.3K +3,449 +7%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$1.21M +$10.7K +439 +0.9%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$1.2M +$855K +34,991 +251%
ACA
94
Affinity Capital Advisors
California
$1.19M -$323K -13,216 -21%
JFA
95
JNBA Financial Advisors
Minnesota
$1.18M -$247K -10,098 -17%
Bank Julius Baer & Co
96
Bank Julius Baer & Co
Switzerland
$1.08M
WCWM
97
Willow Creek Wealth Management
California
$1.07M +$31.1K +1,273 +3%
CFIA
98
Cantor Fitzgerald Investment Advisors
New York
$1.04M -$15.4K -632 -1%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$1.02M +$162K +6,645 +19%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$1.01M +$657K +26,902 +187%