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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

184% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 58

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

10% more capital invested

Capital invested by funds: $665M → $731M (+$66.4M)

9% more funds holding

Funds holding: 287312 (+25)

3.8% more ownership

Funds ownership: 70.02%73.82% (+3.8%)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
101
Leonard Rickey Investment Advisors
Washington
$1.21M -$16.8K -677 -1%
SAG
102
SageView Advisory Group
California
$1.19M +$11.3K +454 +1%
WCWM
103
Willow Creek Wealth Management
California
$1.13M +$49.4K +1,989 +5%
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.08M -$318K -12,795 -23%
DC
105
Davenport & Co
Virginia
$1.06M +$145K +5,836 +16%
JFA
106
JNBA Financial Advisors
Minnesota
$1.05M -$32.5K -1,310 -3%
VFA
107
Valeo Financial Advisors
Indiana
$1.05M
CFIA
108
Cantor Fitzgerald Investment Advisors
New York
$1.05M -$20.8K -836 -2%
SWG
109
Summit Wealth Group
Vermont
$1.03M -$473K -19,049 -31%
William Blair & Company
110
William Blair & Company
Illinois
$1.03M +$9.41K +379 +0.9%
Raymond James Financial
111
Raymond James Financial
Florida
$995K +$1M +40,291 New
JSAM
112
J. Safra Asset Management
New York
$976K
OWA
113
Opal Wealth Advisors
New York
$976K +$94.9K +3,821 +11%
HGWM
114
Horst & Graben Wealth Management
Oregon
$945K +$280K +11,289 +42%
LFA
115
Level Financial Advisors
New York
$920K +$200K +8,064 +28%
UB
116
UMB Bank
Missouri
$900K -$379K -15,261 -30%
CAM
117
Cresset Asset Management
Illinois
$894K +$899K +36,196 New
CTC
118
Central Trust Company
Missouri
$848K -$7.45K -300 -0.9%
PHIC
119
Pine Haven Investment Counsel
Massachusetts
$833K +$82.6K +3,325 +11%
BFM
120
Boston Financial Management
Massachusetts
$827K +$46.9K +1,890 +6%
Franklin Resources
121
Franklin Resources
California
$826K -$586K -23,605 -41%
IGAM
122
iA Global Asset Management
Quebec, Canada
$805K -$114K -4,600 -12%
FCIM
123
Fairview Capital Investment Management
California
$803K +$17.4K +700 +2%
AFG
124
Albion Financial Group
Utah
$773K +$8.2K +330 +1%
AWM
125
Aprio Wealth Management
Georgia
$762K +$11.1K +445 +1%