We are live on ! Find out more
SUSB icon

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
MCWS
126
McKinley Carter Wealth Services
West Virginia
$582K +$22.2K +909 +4%
FMWA
127
Forvis Mazars Wealth Advisors
Missouri
$568K -$153K -6,267 -21%
AIP
128
Ameritas Investment Partners
Nebraska
$548K +$10.2K +419 +2%
APP
129
Avantax Planning Partners
Iowa
$545K +$18.5K +759 +4%
B
130
Birchbrook
Maine
$542K +$14.7K +603 +3%
LFG
131
Larson Financial Group
Missouri
$538K -$8.92K -365 -2%
MML Investors Services
132
MML Investors Services
Massachusetts
$537K +$121K +4,965 +29%
AF
133
Arrow Financial
New York
$534K +$64.8K +2,650 +14%
CHP
134
Cable Hill Partners
Oregon
$531K
RJA
135
Raymond James & Associates
Florida
$522K -$216K -8,840 -29%
NA
136
NewEdge Advisors
Louisiana
$520K +$193K +7,917 +59%
CAM
137
Clarity Asset Management
Iowa
$517K -$447K -18,301 -46%
BSB
138
Bangor Savings Bank
Maine
$512K
HR
139
Hardy Reed
Mississippi
$508K
PS
140
Portfolio Strategies
New York
$508K +$507K +20,748 New
TWM
141
Tradition Wealth Management
Minnesota
$508K +$7.79K +319 +2%
SDWMA
142
Schneider Downs Wealth Management Advisors
Pennsylvania
$506K -$29K -1,188 -5%
RA
143
RFG Advisory
Alabama
$503K +$6.01K +246 +1%
KAS
144
Kestra Advisory Services
Texas
$488K +$38.7K +1,584 +9%
AssetMark Inc
145
AssetMark Inc
California
$485K +$23.1K +945 +5%
PPW
146
Presilium Private Wealth
Pennsylvania
$481K +$86.4K +3,534 +22%
PJSIMP
147
P.J. Schmidt Investment Management (PJS)
Wisconsin
$478K -$58.4K -2,391 -11%
Mariner
148
Mariner
Kansas
$451K +$450K +18,404 New
RCAG
149
Rehmann Capital Advisory Group
Michigan
$449K +$1.54K +63 +0.3%
LFA
150
Legacy Financial Advisors
Kentucky
$440K -$4.01K -164 -0.9%