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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 14

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

13% more capital invested

Capital invested by funds: $587M → $665M (+$77.8M)

13% more funds holding

Funds holding: 254287 (+33)

2.92% more ownership

Funds ownership: 67.1%70.02% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
76
Halbert Hargrove Global Advisors
California
$1.72M -$468K -18,833 -22%
Stifel Financial
77
Stifel Financial
Missouri
$1.72M +$175K +7,017 +11%
UCFA
78
United Capital Financial Advisors
Texas
$1.7M +$539K +21,684 +47%
FCM
79
Fortis Capital Management
Washington
$1.69M -$5.05K -203 -0.3%
SFA
80
Sequoia Financial Advisors
Ohio
$1.62M +$6.89K +277 +0.4%
OCM
81
One Capital Management
California
$1.56M +$1.14K +46 +0.1%
AWS
82
Atria Wealth Solutions
New York
$1.54M +$1.52M +61,164 New
SWG
83
Summit Wealth Group
Vermont
$1.53M -$72.3K -2,906 -5%
OWA
84
One Wealth Advisors
California
$1.44M +$1.42M +57,087 New
PP
85
PrairieView Partners
Minnesota
$1.43M +$615K +24,738 +77%
SDWMA
86
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.43M +$896K +36,028 +174%
ASN
87
Advisory Services Network
Georgia
$1.43M
Franklin Resources
88
Franklin Resources
California
$1.42M -$4.97K -200 -0.3%
FPCP
89
Fort Point Capital Partners
California
$1.42M -$107K -4,298 -7%
SCA
90
STALEY CAPITAL ADVISERS
Pennsylvania
$1.38M
TPCW
91
TD Private Client Wealth
New York
$1.34M +$32K +1,286 +2%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$205K -8,263 -14%
CPCM
93
Cardinal Point Capital Management
Ontario, Canada
$1.32M +$48.2K +1,940 +4%
UB
94
UMB Bank
Missouri
$1.3M +$132K +5,314 +11%
LRIA
95
Leonard Rickey Investment Advisors
Washington
$1.25M -$2.14K -86 -0.2%
SAG
96
SageView Advisory Group
California
$1.2M +$1.19M +47,695 New
AssetMark Inc
97
AssetMark Inc
California
$1.17M +$524K +21,052 +83%
JFA
98
JNBA Financial Advisors
Minnesota
$1.11M -$99.2K -3,989 -8%
WCWM
99
Willow Creek Wealth Management
California
$1.1M +$18.2K +733 +2%
CFIA
100
Cantor Fitzgerald Investment Advisors
New York
$1.09M -$38.6K -1,552 -3%