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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 14

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

13% more capital invested

Capital invested by funds: $587M → $665M (+$77.8M)

13% more funds holding

Funds holding: 254287 (+33)

2.92% more ownership

Funds ownership: 67.1%70.02% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Valeo Financial Advisors
Indiana
$1.07M +$54.7K +2,201 +5%
William Blair & Company
102
William Blair & Company
Illinois
$1.04M +$5.62K +226 +0.6%
Citadel Advisors
103
Citadel Advisors
Florida
$1.03M +$1.01M +40,810 New
JSAM
104
J. Safra Asset Management
New York
$996K +$294K +11,819 +43%
ACA
105
Affinity Capital Advisors
California
$951K -$194K -7,807 -17%
DC
106
Davenport & Co
Virginia
$938K +$107K +4,315 +13%
IGAM
107
iA Global Asset Management
Quebec, Canada
$936K
OWA
108
Opal Wealth Advisors
New York
$898K +$59.3K +2,384 +7%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$878K -$1.55M -62,500 -64%
CTC
110
Central Trust Company
Missouri
$872K -$1.99K -80 -0.2%
MIS
111
Morningstar Investment Services
Illinois
$825K +$814K +32,729 New
FCIM
112
Fairview Capital Investment Management
California
$800K
BFM
113
Boston Financial Management
Massachusetts
$795K +$82.5K +3,316 +12%
AFG
114
Albion Financial Group
Utah
$779K -$152K -6,099 -16%
PHIC
115
Pine Haven Investment Counsel
Massachusetts
$765K +$66.8K +2,686 +10%
AWM
116
Aprio Wealth Management
Georgia
$765K +$995 +40 +0.1%
NA
117
NewEdge Advisors
Louisiana
$755K +$79.2K +3,185 +12%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$743K -$465K -18,718 -39%
LFA
119
Level Financial Advisors
New York
$734K -$29.8K -1,199 -4%
OIA
120
OneDigital Investment Advisors
Kansas
$715K +$707K +28,423 New
WA
121
Westfuller Advisors
New York
$701K +$692K +27,842 New
HGWM
122
Horst & Graben Wealth Management
Oregon
$679K +$671K +26,987 New
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$677K -$35.7K -1,434 -5%
Bank Julius Baer & Co
124
Bank Julius Baer & Co
Switzerland
$654K -$438K -17,605 -45%
VWA
125
VERITY Wealth Advisors
United States
$647K