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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
FGAM
151
Financial Gravity Asset Management
Texas
$434K -$169K -6,899 -28%
AWS
152
Atria Wealth Solutions
New York
$431K -$35.4K -1,449 -8%
AAS
153
Ameritas Advisory Services
Nebraska
$424K +$423K +17,327 New
SRB
154
Shotwell Rutter Baer
Michigan
$421K +$6.16K +252 +1%
NA
155
Nottingham Advisors
New York
$415K +$12K +493 +3%
CI
156
CX Institutional
Indiana
$413K +$51.6K +2,112 +14%
GB
157
Goepper Burkhardt
South Carolina
$402K -$36.7K -1,500 -8%
MWM
158
Mascoma Wealth Management
New Hampshire
$400K -$1.1M -45,126 -73%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$399K -$222K -9,102 -36%
BEC
160
Blue Edge Capital
Virginia
$392K +$40.9K +1,674 +12%
PAG
161
Private Advisor Group
New Jersey
$386K +$5.13K +210 +1%
AIA
162
Ally Invest Advisors
North Carolina
$385K +$60K +2,457 +18%
ATWA
163
Arbor Trust Wealth Advisors
Michigan
$374K
PWMG
164
Private Wealth Management Group
New Jersey
$370K -$493K -20,186 -57%
FAIM
165
Financial Advocates Investment Management
Washington
$370K +$24 +1 +0%
CA
166
Continuum Advisory
Idaho
$368K +$85K +3,480 +30%
RCA
167
Resonant Capital Advisors
Wisconsin
$366K
PA
168
PFG Advisors
Arizona
$360K +$83.6K +3,421 +30%
T
169
TrueFG
Texas
$345K +$17.8K +730 +5%
MFGM
170
Marshall Financial Group (Maryland)
Maryland
$339K -$538 -22 -0.2%
Betterment LLC
171
Betterment LLC
New York
$333K +$26.5K +1,083 +9%
BCMO
172
Buckingham Capital Management (Ohio)
Ohio
$326K +$74K +3,028 +29%
AWE
173
Avidian Wealth Enterprises
Texas
$321K +$1.76K +72 +0.6%
SPC
174
Sigma Planning Corp
Michigan
$317K +$316K +12,931 New
RF
175
RHS Financial
California
$304K +$35.9K +1,470 +13%