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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

3% less funds holding

Funds holding: 264257 (-7)

4% less ownership

Funds ownership: 71.31%67.31% (-4%)

6% less capital invested

Capital invested by funds: $617M → $578M (-$38.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$1M +$95.1K +3,893 +11%
AWM
102
Aprio Wealth Management
Georgia
$981K -$553K -22,642 -36%
VFA
103
Valeo Financial Advisors
Indiana
$977K +$29.2K +1,193 +3%
IGAM
104
iA Global Asset Management
Quebec, Canada
$911K +$909K +37,200 New
CA
105
CGN Advisors
Kansas
$907K +$709 +29 +0.1%
GWM
106
Grand Wealth Management
Michigan
$895K +$27K +1,106 +3%
AFG
107
Albion Financial Group
Utah
$872K +$320K +13,106 +58%
OWA
108
Opal Wealth Advisors
New York
$863K -$553K -22,643 -39%
CAN
109
Cetera Advisor Networks
California
$831K -$346K -14,177 -29%
BFM
110
Boston Financial Management
Massachusetts
$824K +$26.4K +1,080 +3%
LGWM
111
Litman Gregory Wealth Management
California
$793K
FCIM
112
Fairview Capital Investment Management
California
$778K +$4.89K +200 +0.6%
DC
113
Davenport & Co
Virginia
$757K
BBA
114
Braun-Bostich & Associates
Pennsylvania
$740K -$91.5K -3,746 -11%
LFA
115
Level Financial Advisors
New York
$732K +$30.1K +1,232 +4%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$721K -$13.4K -550 -2%
PP
117
PrairieView Partners
Minnesota
$718K -$2.03K -83 -0.3%
PHIC
118
Pine Haven Investment Counsel
Massachusetts
$705K -$3.25K -133 -0.5%
FPAS
119
Focus Partners Advisor Solutions
Missouri
$695K +$115K +4,708 +20%
UB
120
UMB Bank
Missouri
$680K
WA
121
Westfuller Advisors
New York
$672K +$671K +27,444 New
WT
122
Whittier Trust
California
$634K
VWA
123
VERITY Wealth Advisors
United States
$630K
ODIJL
124
One Day In July LLC
Vermont
$629K
JBA
125
Johnson Bixby & Associates
Washington
$608K -$298K -12,207 -33%