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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

116 hedge funds and large institutions have $256M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

18% more capital invested

Capital invested by funds: $216M → $256M (+$39.5M)

13% more funds holding

Funds holding: 103116 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.8% less ownership

Funds ownership: 89.58%82.78% (-6.8%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
101
Rowland Carmichael Advisors
Arizona
$21K -$4.61K -180 -18%
MWA
102
MFA Wealth Advisors
Pennsylvania
$20.4K +$20.1K +785 New
TRCT
103
Tower Research Capital (TRC)
New York
$18K -$2.61K -102 -13%
AF
104
Advisornet Financial
Minnesota
$18K
PIMG
105
Patriot Investment Management Group
Tennessee
$14K +$13.8K +539 New
EIP
106
Ellis Investment Partners
Pennsylvania
$14K
LFG
107
LifePlan Financial Group
Ohio
$13K
Citigroup
108
Citigroup
New York
$12K
RWG
109
Regal Wealth Group
California
$12K
SF
110
Synovus Financial
Georgia
$11K -$5.76K -225 -35%
PA
111
Parallel Advisors
California
$11K
SIAS
112
Shine Investment Advisory Services
Colorado
$6K
LF
113
Lee Financial
Texas
$4K +$4.1K +160 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$4K +$4.3K +168 New
IA
115
IFP Advisors
Florida
$1K +$1.44K +56 New
NA
116
Nottingham Advisors
New York
$489 +$27.2K +1,060 +6%
TI
117
tru Independence
Oregon
$81 +$80.4K +3,140 New
AC
118
Athanor Capital
New York
-$997K -40,000 Closed
Wolverine Trading
119
Wolverine Trading
Illinois
-$644K -25,870 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
-$582K -23,339 Closed
RJFSA
121
Raymond James Financial Services Advisors
Florida
-$575K -23,055 Closed
WAP
122
Wealthcare Advisory Partners
Pennsylvania
-$101K -4,048 Closed
AIC
123
Ameritas Investment Company
Nebraska
-$48K -1,925 Closed
MWM
124
MBE Wealth Management
Wisconsin
-$36K -1,446 Closed
US Bancorp
125
US Bancorp
Minnesota
-$29K -1,175 Closed