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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 27

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $485M → $703M (+$218M)

17% more funds holding

Funds holding: 178209 (+31)

0.67% more ownership

Funds ownership: 67.08%67.75% (+0.67%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
SigFig Wealth Management
California
$447K +$447K +17,158 New
OPS
127
Orion Portfolio Solutions
Nebraska
$445K +$101K +3,885 +29%
WA
128
Wealth Alliance
New York
$428K +$428K +16,425 New
ATWA
129
Arbor Trust Wealth Advisors
Michigan
$422K
NFG
130
Next Financial Group
Texas
$414K +$203K +7,783 +96%
WCWM
131
Willow Creek Wealth Management
California
$408K +$21.6K +830 +6%
IFAM
132
Institutional & Family Asset Management
Colorado
$398K -$408K -15,677 -51%
ODCM
133
Old Dominion Capital Management
Virginia
$398K +$51.7K +1,987 +15%
RCA
134
Resonant Capital Advisors
Wisconsin
$389K -$89.2K -3,426 -19%
AGA
135
Arkos Global Advisors
Texas
$387K +$2.66K +102 +0.7%
AWM
136
AE Wealth Management
Kansas
$386K +$386K +14,834 New
BSB
137
Bangor Savings Bank
Maine
$379K +$379K +14,540 New
PP
138
PDS Planning
Ohio
$370K -$15.8K -607 -4%
SPAS
139
Spectrum Planning & Advisory Services
California
$366K +$366K +14,066 New
G
140
GenTrust
Florida
$350K +$59.8K +2,295 +21%
BDFN
141
Bond & Devick Financial Network
Minnesota
$348K +$52.4K +2,014 +18%
BAAM
142
Baker Avenue Asset Management
California
$340K +$340K +13,065 New
WCFA
143
Walkner Condon Financial Advisors
Wisconsin
$338K +$37.8K +1,452 +13%
TAIM
144
TD Ameritrade Investment Management
Nebraska
$337K +$152K +5,831 +82%
FCM
145
Firestone Capital Management
Florida
$331K +$72.3K +2,778 +28%
IWC
146
Integrated Wealth Concepts
Massachusetts
$318K +$78.8K +3,025 +33%
NCM
147
Northwest Capital Management
Oregon
$318K +$317K +12,180 New
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$305K +$246K +9,462 +420%
Creative Planning
149
Creative Planning
Kansas
$295K -$20.1K -772 -6%
OCM
150
One Capital Management
California
$290K +$290K +11,150 New