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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

254 hedge funds and large institutions have $587M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 87

2% more capital invested

Capital invested by funds: $578M → $587M (+$8.98M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.21% less ownership

Funds ownership: 67.31%67.1% (-0.21%)

1% less funds holding

Funds holding: 257254 (-3)

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
104
Reduced
87
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
101
Cantor Fitzgerald Investment Advisors
New York
$1.1M +$57.8K +2,371 +6%
Bank Julius Baer & Co
102
Bank Julius Baer & Co
Switzerland
$1.08M -$109K -4,463 -10%
WCWM
103
Willow Creek Wealth Management
California
$1.05M -$25.2K -1,035 -2%
William Blair & Company
104
William Blair & Company
Illinois
$1.01M +$3.88K +159 +0.4%
VFA
105
Valeo Financial Advisors
Indiana
$987K
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$973K -$36.8K -1,511 -4%
IGAM
107
iA Global Asset Management
Quebec, Canada
$911K
AFG
108
Albion Financial Group
Utah
$908K +$35.1K +1,440 +4%
CTC
109
Central Trust Company
Missouri
$851K -$810K -33,235 -49%
OWA
110
Opal Wealth Advisors
New York
$816K -$47.3K -1,940 -6%
DC
111
Davenport & Co
Virginia
$807K +$50.2K +2,061 +7%
PP
112
PrairieView Partners
Minnesota
$789K +$71K +2,913 +10%
FCIM
113
Fairview Capital Investment Management
California
$779K
LFA
114
Level Financial Advisors
New York
$744K +$11.5K +470 +2%
AWM
115
Aprio Wealth Management
Georgia
$743K -$237K -9,729 -24%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$694K -$27.3K -1,119 -4%
BFM
117
Boston Financial Management
Massachusetts
$692K -$132K -5,406 -16%
PHIC
118
Pine Haven Investment Counsel
Massachusetts
$679K -$25.7K -1,055 -4%
JSAM
119
J. Safra Asset Management
New York
$678K +$675K +27,687 New
NCM
120
Novare Capital Management
North Carolina
$678K +$674K +27,675 New
NA
121
NewEdge Advisors
Louisiana
$657K +$136K +5,600 +26%
KAS
122
Kestra Advisory Services
Texas
$643K +$154K +6,325 +32%
VWA
123
VERITY Wealth Advisors
United States
$630K
ODIJL
124
One Day In July LLC
Vermont
$629K
AssetMark Inc
125
AssetMark Inc
California
$623K +$138K +5,657 +29%