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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
BPA
151
Beacon Pointe Advisors
California
$285K -$2.86K -110 -1%
Citigroup
152
Citigroup
New York
$283K -$134K -5,150 -32%
NB
153
Northwest Bancshares
Pennsylvania
$281K +$281K +10,800 New
WIA
154
World Investment Advisors
California
$276K +$276K +10,582 New
SDWMA
155
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K -$2.97K -114 -1%
OWM
156
Orgel Wealth Management
Wisconsin
$256K +$4.79K +184 +2%
RW
157
REDW Wealth
New Mexico
$254K -$143K -5,500 -36%
COF
158
Capital One Financial
Virginia
$254K +$35.9K +1,380 +17%
SPIA
159
Strategic Point Investment Advisors
Rhode Island
$253K +$13.7K +525 +6%
CWAG
160
Compton Wealth Advisory Group
Virginia
$238K
JFA
161
JNBA Financial Advisors
Minnesota
$230K +$61.9K +2,376 +37%
KLI
162
Kelman-Lazarov Inc
Tennessee
$229K -$55.5K -2,132 -20%
VWA
163
VERITY Wealth Advisors
United States
$227K +$227K +8,727 New
CW
164
CreativeOne Wealth
Kansas
$223K +$223K +8,556 New
T
165
TrueFG
Texas
$218K +$7.24K +278 +3%
BRWA
166
B. Riley Wealth Advisors
Florida
$215K +$215K +8,241 New
LFG
167
Larson Financial Group
Missouri
$203K +$6.51K +250 +3%
EPP
168
ETF Portfolio Partners
Kansas
$202K +$202K +7,774 New
TI
169
tru Independence
Oregon
$183K +$183K +7,042 New
Deutsche Bank
170
Deutsche Bank
Germany
$175K
JFGIW
171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154K
HNB
172
Huntington National Bank
Ohio
$130K
CFGS
173
Concourse Financial Group Securities
Alabama
$125K +$125K +4,815 New
AA
174
Ancora Advisors
Ohio
$116K +$84K +3,227 +267%
FCA
175
FinTrust Capital Advisors
South Carolina
$113K