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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WCWM
101
Willow Creek Wealth Management
California
$1.04M 42,631 -281 -0.7%
UCFA
102
United Capital Financial Advisors
Texas
$1M 41,038 -399 -1%
SFS
103
Sowell Financial Services
Arkansas
$1M 41,014 -6,358 -13%
CAM
104
Clarity Asset Management
Iowa
$965K 39,433 +39,433 New
VFA
105
Valeo Financial Advisors
Indiana
$957K 39,089
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$910K 37,174 -1,272 -3%
JBA
107
Johnson Bixby & Associates
Washington
$907K 37,037 -438 -1%
CA
108
CGN Advisors
Kansas
$906K 37,021 -7,661 -17%
William Blair & Company
109
William Blair & Company
Illinois
$906K 37,000 +6,535 +21%
GWM
110
Grand Wealth Management
Michigan
$868K 35,462 -797 -2%
PWMG
111
Private Wealth Management Group
New Jersey
$864K 35,300 +35,300 New
RJFSA
112
Raymond James Financial Services Advisors
Florida
$858K 35,052 -11,209 -24%
BBA
113
Braun-Bostich & Associates
Pennsylvania
$831K 33,960 +33,960 New
BFM
114
Boston Financial Management
Massachusetts
$798K 32,595 -7,511 -19%
LGWM
115
Litman Gregory Wealth Management
California
$793K 32,405
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$775K 31,656 -9,382 -23%
FCIM
117
Fairview Capital Investment Management
California
$774K 31,600 +500 +2%
DC
118
Davenport & Co
Virginia
$757K 30,903
RJA
119
Raymond James & Associates
Florida
$738K 30,158 -22,243 -42%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$735K 30,012 +71 +0.2%
FMWA
121
Forvis Mazars Wealth Advisors
Missouri
$721K 29,451 -1,423 -5%
PP
122
PrairieView Partners
Minnesota
$720K 29,397 -1,387 -5%
PHIC
123
Pine Haven Investment Counsel
Massachusetts
$708K 28,919 +1,394 +5%
LFA
124
Level Financial Advisors
New York
$702K 28,688 -934 -3%
UB
125
UMB Bank
Missouri
$680K 27,781