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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
SHJ
126
Sharkey, Howes & Javer
Colorado
$721K +$147K +5,905 +25%
CAM
127
Clarity Asset Management
Iowa
$711K +$80.7K +3,248 +13%
WA
128
Westfuller Advisors
New York
$691K +$3.75K +151 +0.5%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$674K +$9.24K +372 +1%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$669K +$57.1K +2,299 +9%
HR
131
Hardy Reed
Mississippi
$653K +$125K +5,037 +24%
Bank Julius Baer & Co
132
Bank Julius Baer & Co
Switzerland
$642K +$40.4K +1,628 +7%
VWA
133
VERITY Wealth Advisors
United States
$635K
ODIJL
134
One Day In July LLC
Vermont
$634K -$994 -40 -0.2%
AIP
135
Ameritas Investment Partners
Nebraska
$613K +$15.6K +628 +3%
AF
136
Arrow Financial
New York
$606K
NCM
137
Novare Capital Management
North Carolina
$601K -$3.98K -160 -0.7%
ACA
138
Aptus Capital Advisors
Alabama
$583K +$558K +22,474 +1,970%
LFG
139
Larson Financial Group
Missouri
$580K +$32.2K +1,298 +6%
PPW
140
Presilium Private Wealth
Pennsylvania
$572K +$70K +2,816 +14%
Mariner
141
Mariner
Kansas
$558K +$15.3K +614 +3%
FMWA
142
Forvis Mazars Wealth Advisors
Missouri
$541K
LA
143
LexAurum Advisors
Kansas
$540K +$29K +1,169 +6%
APP
144
Avantax Planning Partners
Iowa
$535K
AIA
145
Ally Invest Advisors
North Carolina
$533K +$71.2K +2,865 +15%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$506K +$6.14K +247 +1%
CI
147
CX Institutional
Indiana
$505K +$179K +7,221 +55%
JSW
148
Journey Strategic Wealth
New Jersey
$494K +$73.6K +2,962 +17%
DE
149
Diversified Enterprises
Delaware
$490K +$116K +4,689 +31%
JBA
150
Johnson Bixby & Associates
Washington
$485K -$18.8K -756 -4%