We are live on ! Find out more
SUSB icon

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
ODIJL
126
One Day In July LLC
Vermont
$646K
CAM
127
Clarity Asset Management
Iowa
$642K +$4.05K +163 +0.6%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$624K +$37.6K +1,510 +6%
AF
129
Arrow Financial
New York
$618K +$67.5K +2,715 +12%
NCM
130
Novare Capital Management
North Carolina
$617K -$78.8K -3,170 -11%
Northern Trust
131
Northern Trust
Illinois
$613K
AIP
132
Ameritas Investment Partners
Nebraska
$608K +$11.2K +452 +2%
KAS
133
Kestra Advisory Services
Texas
$599K -$60.5K -2,432 -9%
SHJ
134
Sharkey, Howes & Javer
Colorado
$586K +$579K +23,278 New
RA
135
RFG Advisory
Alabama
$581K +$50.2K +2,018 +10%
LFG
136
Larson Financial Group
Missouri
$559K +$696 +28 +0.1%
LGWM
137
Litman Gregory Wealth Management
California
$558K -$14.9K -600 -3%
Mariner
138
Mariner
Kansas
$553K +$46.5K +1,868 +9%
FMWA
139
Forvis Mazars Wealth Advisors
Missouri
$551K -$4.23K -170 -0.8%
APP
140
Avantax Planning Partners
Iowa
$545K +$20K +806 +4%
HR
141
Hardy Reed
Mississippi
$539K +$16.7K +672 +3%
TWM
142
Tradition Wealth Management
Minnesota
$522K +$7.93K +319 +2%
LA
143
LexAurum Advisors
Kansas
$521K +$195K +7,852 +61%
JBA
144
Johnson Bixby & Associates
Washington
$513K -$112K -4,488 -18%
PPW
145
Presilium Private Wealth
Pennsylvania
$512K +$5.25K +211 +1%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$509K +$16.2K +651 +3%
B
147
Birchbrook
Maine
$491K -$48.9K -1,966 -9%
RCAG
148
Rehmann Capital Advisory Group
Michigan
$479K -$7.49K -301 -2%
AIA
149
Ally Invest Advisors
North Carolina
$471K +$37.3K +1,498 +9%
EB
150
Exchange Bank
California
$461K +$135K +5,436 +42%