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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

254 hedge funds and large institutions have $587M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 87

2% more capital invested

Capital invested by funds: $578M → $587M (+$8.98M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.21% less ownership

Funds ownership: 67.31%67.1% (-0.21%)

1% less funds holding

Funds holding: 257254 (-3)

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
104
Reduced
87
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$1.57M +$51.8K +2,124 +3%
SWG
77
Summit Wealth Group
Vermont
$1.56M -$130K -5,351 -8%
OCM
78
One Capital Management
California
$1.51M -$2.85K -117 -0.2%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$1.5M -$329K -13,508 -18%
Stifel Financial
80
Stifel Financial
Missouri
$1.5M +$131K +5,385 +10%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.5M +$269K +11,020 +22%
FPCP
82
Fort Point Capital Partners
California
$1.49M
LWMG
83
Levy Wealth Management Group
Pennsylvania
$1.49M +$1.22K +50 +0.1%
ASN
84
Advisory Services Network
Georgia
$1.43M -$153K -6,273 -10%
Franklin Resources
85
Franklin Resources
California
$1.4M -$575K -23,616 -29%
EH
86
Equitable Holdings
New York
$1.39M +$175K +7,173 +14%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$1.38M -$135K -5,540 -9%
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$1.35M
TPCW
89
TD Private Client Wealth
New York
$1.27M +$19.2K +787 +2%
CPCM
90
Cardinal Point Capital Management
Ontario, Canada
$1.24M -$214K -8,770 -15%
LRIA
91
Leonard Rickey Investment Advisors
Washington
$1.22M +$11.4K +467 +0.9%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$1.2M
Jane Street
93
Jane Street
New York
$1.19M +$982K +40,312 +481%
SAG
94
SageView Advisory Group
California
$1.19M
RJFSA
95
Raymond James Financial Services Advisors
Florida
$1.18M +$159K +6,533 +16%
JFA
96
JNBA Financial Advisors
Minnesota
$1.17M -$8.58K -352 -0.7%
MHS
97
M Holdings Securities
Oregon
$1.17M +$1.16M +47,735 New
UB
98
UMB Bank
Missouri
$1.14M +$454K +18,614 +67%
UCFA
99
United Capital Financial Advisors
Texas
$1.12M -$118K -4,838 -10%
ACA
100
Affinity Capital Advisors
California
$1.12M -$77.2K -3,169 -6%