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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.

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.7%
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 Market Value Shares Shares
Change
Shares
Change %
GWM
151
Grand Wealth Management
Michigan
$405K 16,544 -20,024 -55%
GB
152
Goepper Burkhardt
South Carolina
$404K 16,500
RJA
153
Raymond James & Associates
Florida
$393K 16,056 -5,262 -25%
BEC
154
Blue Edge Capital
Virginia
$393K 16,053 +23 +0.1%
PAG
155
Private Advisor Group
New Jersey
$385K 15,714 -51 -0.3%
ATWA
156
Arbor Trust Wealth Advisors
Michigan
$378K 15,429
PA
157
PFG Advisors
Arizona
$372K 15,175 +465 +3%
FPAS
158
Focus Partners Advisor Solutions
Missouri
$372K 15,174 -13,228 -47%
CA
159
Continuum Advisory
Idaho
$371K 15,163 +49 +0.3%
FAIM
160
Financial Advocates Investment Management
Washington
$370K 15,109
D
161
Diversified
Delaware
$368K 15,032 +15,032 New
PWMG
162
Private Wealth Management Group
New Jersey
$368K 15,030 -84 -0.6%
MFGM
163
Marshall Financial Group (Maryland)
Maryland
$367K 14,992 +1,133 +8%
NA
164
Nottingham Advisors
New York
$367K 14,982 -1,957 -12%
ACA
165
American Capital Advisory
Idaho
$366K 14,936 +14,936 New
CHP
166
Cable Hill Partners
Oregon
$364K 14,849 -6,891 -32%
RCA
167
Resonant Capital Advisors
Wisconsin
$355K 14,498 -438 -3%
GAM
168
Gould Asset Management
California
$347K 14,180 +1,875 +15%
T
169
TrueFG
Texas
$346K 14,109 +1 +0%
VW
170
Veridan Wealth
Oregon
$343K 13,608 +13,608 New
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$339K 13,831 -2,485 -15%
MWM
172
Mascoma Wealth Management
New Hampshire
$334K 13,637 -2,697 -17%
HL
173
HeadInvest LLC
Maine
$326K 13,294 +3,375 +34%
CI
174
CX Institutional
Indiana
$324K 13,250 -3,654 -22%
AWE
175
Avidian Wealth Enterprises
Texas
$324K 13,214 +119 +0.9%