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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

184% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 58

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

10% more capital invested

Capital invested by funds: $665M → $731M (+$66.4M)

9% more funds holding

Funds holding: 287312 (+25)

3.8% more ownership

Funds ownership: 70.02%73.82% (+3.8%)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
151
Kestra Advisory Services
Texas
$484K -$105K -4,246 -18%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$482K +$40.4K +1,625 +9%
SWM
153
SigFig Wealth Management
California
$481K +$238K +9,580 +97%
TWM
154
Tradition Wealth Management
Minnesota
$466K -$46.9K -1,888 -9%
B
155
Birchbrook
Maine
$461K -$21.2K -855 -4%
AWE
156
Avidian Wealth Enterprises
Texas
$458K +$129K +5,207 +39%
ISFAN
157
Investor's Fiduciary Advisor Network
Washington
$455K +$458K +18,436 New
EB
158
Exchange Bank
California
$453K
SRB
159
Shotwell Rutter Baer
Michigan
$452K +$9.44K +380 +2%
KFP
160
Keener Financial Planning
Texas
$452K +$447K +17,992 +5,355%
VW
161
Veridan Wealth
Oregon
$445K +$447K +18,004 New
DAS
162
Diversify Advisory Services
Utah
$434K +$99.4K +4,001 +29%
GB
163
Goepper Burkhardt
South Carolina
$432K +$24.8K +1,000 +6%
GAM
164
Gould Asset Management
California
$432K +$28.9K +1,165 +7%
MCA
165
Midwest Capital Advisors
Michigan
$423K +$425K +17,118 New
HL
166
HeadInvest LLC
Maine
$420K +$57.1K +2,300 +16%
WT
167
Whittier Trust
California
$415K
PWMG
168
Private Wealth Management Group
New Jersey
$415K +$497 +20 +0.1%
FAIM
169
Financial Advocates Investment Management
Washington
$403K +$19.8K +797 +5%
CA
170
Continuum Advisory
Idaho
$402K +$9.37K +377 +2%
ACA
171
Affinity Capital Advisors
California
$402K -$535K -21,518 -57%
JAA
172
Joel Adams & Associates
North Carolina
$402K +$404K +16,258 New
RA
173
RFG Advisory
Alabama
$395K -$177K -7,110 -31%
PAG
174
Private Advisor Group
New Jersey
$393K -$820 -33 -0.2%
ATWA
175
Arbor Trust Wealth Advisors
Michigan
$381K