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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

184% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 58

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

10% more capital invested

Capital invested by funds: $665M → $731M (+$66.4M)

9% more funds holding

Funds holding: 287312 (+25)

3.8% more ownership

Funds ownership: 70.02%73.82% (+3.8%)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$1.91M +$475K +19,133 +33%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$1.86M +$153K +6,154 +9%
CNBT
78
Canandaigua National Bank & Trust
New York
$1.85M +$52.2K +2,103 +3%
UCFA
79
United Capital Financial Advisors
Texas
$1.84M +$181K +7,271 +11%
Stifel Financial
80
Stifel Financial
Missouri
$1.81M +$125K +5,025 +7%
AWP
81
Abacus Wealth Partners
California
$1.77M
EI
82
Ethic Inc
New York
$1.77M
PSA
83
Plum Street Advisors
Louisiana
$1.68M -$205K -8,267 -11%
FCM
84
Fortis Capital Management
Washington
$1.68M +$24.6K +991 +1%
OFG
85
Omega Financial Group
California
$1.66M -$62K -2,495 -4%
HHGA
86
Halbert Hargrove Global Advisors
California
$1.65M -$37.3K -1,501 -2%
BMD
87
Better Money Decisions
New Mexico
$1.61M -$89.8K -3,613 -5%
AWS
88
Atria Wealth Solutions
New York
$1.56M +$53.1K +2,139 +3%
OCM
89
One Capital Management
California
$1.55M +$27.4K +1,101 +2%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$1.51M +$1.52M +61,292 New
PP
91
PrairieView Partners
Minnesota
$1.51M +$106K +4,269 +7%
Jane Street
92
Jane Street
New York
$1.51M -$392K -15,777 -21%
AssetMark Inc
93
AssetMark Inc
California
$1.49M +$347K +13,955 +30%
NA
94
NewEdge Advisors
Louisiana
$1.48M +$739K +29,747 +99%
CPCM
95
Cardinal Point Capital Management
Ontario, Canada
$1.42M +$125K +5,050 +10%
TPCW
96
TD Private Client Wealth
New York
$1.39M +$70.1K +2,822 +5%
OIA
97
OneDigital Investment Advisors
Kansas
$1.3M +$604K +24,314 +86%
SFA
98
Sequoia Financial Advisors
Ohio
$1.28M -$316K -12,702 -20%
FPCP
99
Fort Point Capital Partners
California
$1.24M -$154K -6,183 -11%
SCA
100
STALEY CAPITAL ADVISERS
Pennsylvania
$1.24M -$124K -5,000 -9%