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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
GWM
151
Grand Wealth Management
Michigan
$405K -$488K -20,024 -55%
GB
152
Goepper Burkhardt
South Carolina
$404K
RJA
153
Raymond James & Associates
Florida
$393K -$128K -5,262 -25%
BEC
154
Blue Edge Capital
Virginia
$393K +$560 +23 +0.1%
PAG
155
Private Advisor Group
New Jersey
$385K -$1.24K -51 -0.3%
ATWA
156
Arbor Trust Wealth Advisors
Michigan
$378K
PA
157
PFG Advisors
Arizona
$372K +$11.3K +465 +3%
FPAS
158
Focus Partners Advisor Solutions
Missouri
$372K -$322K -13,228 -47%
CA
159
Continuum Advisory
Idaho
$371K +$1.19K +49 +0.3%
FAIM
160
Financial Advocates Investment Management
Washington
$370K
D
161
Diversified
Delaware
$368K +$366K +15,032 New
PWMG
162
Private Wealth Management Group
New Jersey
$368K -$2.05K -84 -0.6%
MFGM
163
Marshall Financial Group (Maryland)
Maryland
$367K +$27.6K +1,133 +8%
NA
164
Nottingham Advisors
New York
$367K -$47.7K -1,957 -12%
ACA
165
American Capital Advisory
Idaho
$366K +$364K +14,936 New
CHP
166
Cable Hill Partners
Oregon
$364K -$168K -6,891 -32%
RCA
167
Resonant Capital Advisors
Wisconsin
$355K -$10.7K -438 -3%
GAM
168
Gould Asset Management
California
$347K +$45.7K +1,875 +15%
T
169
TrueFG
Texas
$346K +$24 +1 +0%
VW
170
Veridan Wealth
Oregon
$343K +$332K +13,608 New
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$339K -$60.6K -2,485 -15%
MWM
172
Mascoma Wealth Management
New Hampshire
$334K -$65.7K -2,697 -17%
HL
173
HeadInvest LLC
Maine
$326K +$82.2K +3,375 +34%
CI
174
CX Institutional
Indiana
$324K -$89K -3,654 -22%
AWE
175
Avidian Wealth Enterprises
Texas
$324K +$2.9K +119 +0.9%