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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
CAM
126
Clarity Asset Management
Iowa
$621K +$103K +4,239 +20%
JBA
127
Johnson Bixby & Associates
Washington
$609K +$1.24K +51 +0.2%
Northern Trust
128
Northern Trust
Illinois
$597K -$4.72M -193,586 -89%
AIP
129
Ameritas Investment Partners
Nebraska
$581K +$32.8K +1,344 +6%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$570K -$12.1K -498 -2%
LGWM
131
Litman Gregory Wealth Management
California
$557K -$235K -9,645 -30%
LFG
132
Larson Financial Group
Missouri
$543K +$4.75K +195 +0.9%
FMWA
133
Forvis Mazars Wealth Advisors
Missouri
$540K -$27.5K -1,128 -5%
AF
134
Arrow Financial
New York
$535K
B
135
Birchbrook
Maine
$526K -$16.2K -666 -3%
RA
136
RFG Advisory
Alabama
$516K +$13.2K +540 +3%
BSB
137
Bangor Savings Bank
Maine
$512K
APP
138
Avantax Planning Partners
Iowa
$511K -$34K -1,396 -6%
HR
139
Hardy Reed
Mississippi
$508K
SDWMA
140
Schneider Downs Wealth Management Advisors
Pennsylvania
$506K
TWM
141
Tradition Wealth Management
Minnesota
$500K -$7.31K -300 -1%
PPW
142
Presilium Private Wealth
Pennsylvania
$493K +$11.5K +471 +2%
Mariner
143
Mariner
Kansas
$492K +$41.2K +1,690 +9%
MML Investors Services
144
MML Investors Services
Massachusetts
$484K -$53.1K -2,177 -10%
PJSIMP
145
P.J. Schmidt Investment Management (PJS)
Wisconsin
$480K +$1.78K +73 +0.4%
RCAG
146
Rehmann Capital Advisory Group
Michigan
$474K +$24.5K +1,007 +5%
AIA
147
Ally Invest Advisors
North Carolina
$422K +$36.3K +1,491 +9%
SRB
148
Shotwell Rutter Baer
Michigan
$420K -$3.88K -159 -0.9%
AAS
149
Ameritas Advisory Services
Nebraska
$412K -$12.4K -510 -3%
WT
150
Whittier Trust
California
$412K -$222K -9,092 -35%