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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 14

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

13% more capital invested

Capital invested by funds: $587M → $665M (+$77.8M)

13% more funds holding

Funds holding: 254287 (+33)

2.92% more ownership

Funds ownership: 67.1%70.02% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$451K +$445K +17,909 New
SRB
152
Shotwell Rutter Baer
Michigan
$449K +$21.6K +869 +5%
AAS
153
Avantax Advisory Services
Texas
$434K +$159K +6,401 +59%
JSW
154
Journey Strategic Wealth
New Jersey
$429K +$119K +4,805 +39%
WT
155
Whittier Trust
California
$423K
PWMG
156
Private Wealth Management Group
New Jersey
$422K +$43.2K +1,737 +12%
GB
157
Goepper Burkhardt
South Carolina
$415K
FPAS
158
Focus Partners Advisor Solutions
Missouri
$414K +$31.7K +1,273 +8%
GAM
159
Gould Asset Management
California
$411K +$53.6K +2,155 +15%
NA
160
Nottingham Advisors
New York
$407K +$30.1K +1,212 +8%
AAS
161
Ameritas Advisory Services
Nebraska
$407K -$16.3K -655 -4%
PAG
162
Private Advisor Group
New Jersey
$401K +$5.97K +240 +2%
CA
163
Continuum Advisory
Idaho
$393K +$18.6K +746 +5%
FAIM
164
Financial Advocates Investment Management
Washington
$390K +$9.87K +397 +3%
CCMI
165
Creative Capital Management Investments
California
$382K +$74.4K +2,991 +25%
D
166
Diversified
Delaware
$381K +$3.21K +129 +0.9%
DE
167
Diversified Enterprises
Delaware
$381K +$377K +15,161 New
MFGM
168
Marshall Financial Group (Maryland)
Maryland
$380K +$2.83K +114 +0.8%
Prudential Financial
169
Prudential Financial
New Jersey
$379K +$374K +15,047 New
ATWA
170
Arbor Trust Wealth Advisors
Michigan
$378K
T
171
TrueFG
Texas
$375K +$19.5K +785 +6%
HL
172
HeadInvest LLC
Maine
$370K +$34.8K +1,400 +11%
RCA
173
Resonant Capital Advisors
Wisconsin
$365K
RJA
174
Raymond James & Associates
Florida
$352K -$51.4K -2,065 -13%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$349K +$1.34K +54 +0.4%