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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 27

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $485M → $703M (+$218M)

17% more funds holding

Funds holding: 178209 (+31)

0.67% more ownership

Funds ownership: 67.08%67.75% (+0.67%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$687K -$59.9K -2,301 -8%
CWA
102
Clearview Wealth Advisors
Oregon
$680K +$592K +22,737 +671%
TPCW
103
TD Private Client Wealth
New York
$673K +$112K +4,305 +20%
PR
104
Payden & Rygel
California
$644K +$184K +7,069 +40%
SWG
105
Summit Wealth Group
Vermont
$631K +$462K +17,741 +273%
SPC
106
Sigma Planning Corp
Michigan
$626K +$395K +15,155 +171%
HR
107
Hardy Reed
Mississippi
$611K +$101K +3,893 +20%
NA
108
Nottingham Advisors
New York
$597K +$28.6K +1,099 +5%
CI
109
CX Institutional
Indiana
$595K -$263K -10,105 -31%
MWA
110
MFA Wealth Advisors
Pennsylvania
$583K -$16.6K -637 -3%
KAS
111
Kestra Advisory Services
Texas
$578K +$578K +22,211 New
SB
112
Strategic Blueprint
Georgia
$565K +$565K +21,716 New
MWM
113
Mattern Wealth Management
Kansas
$556K -$9.57M -367,643 -95%
RG
114
Rathbones Group
United Kingdom
$555K +$147K +5,650 +36%
RA
115
RFG Advisory
Alabama
$553K +$12.3K +472 +2%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$528K +$231K +8,890 +78%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$520K +$260K +9,967 +100%
SPIA
118
Steward Partners Investment Advisory
New York
$513K +$218K +8,365 +74%
APW
119
Austin Private Wealth
Texas
$503K +$503K +19,331 New
CCM
120
Cribstone Capital Management
Maine
$501K +$208 +8 +0%
CFD
121
Creative Financial Designs
Indiana
$491K +$345K +13,239 +236%
EWM
122
Empirical Wealth Management
Washington
$484K +$263K +10,085 +119%
GW
123
GW & Wade
Massachusetts
$467K +$6.43K +247 +1%
HI
124
Harbour Investments
Wisconsin
$462K +$245K +9,420 +113%
PA
125
PFG Advisors
Arizona
$461K -$38.5K -1,480 -8%