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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
VNA
176
Valley National Advisers
Pennsylvania
$303K +$34.3K +1,403 +13%
GAM
177
Gould Asset Management
California
$301K +$33.5K +1,370 +13%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$300K
CCMI
179
Creative Capital Management Investments
California
$298K
MWM
180
Mittelman Wealth Management
Massachusetts
$293K +$292K +11,951 New
WWA
181
WCG Wealth Advisors
Nevada
$280K +$16K +653 +6%
FWM
182
Fingerlakes Wealth Management
New York
$280K +$3.76K +154 +1%
ITB
183
Idaho Trust Bank
Idaho
$280K +$279K +11,426 New
CA
184
Cetera Advisors
Colorado
$280K -$8.85K -362 -3%
BFG
185
Berger Financial Group
Minnesota
$278K -$14.3K -585 -5%
IFAM
186
Institutional & Family Asset Management
Colorado
$277K -$39.5K -1,617 -12%
LA
187
LexAurum Advisors
Kansas
$277K +$17.2K +703 +7%
AAS
188
Avantax Advisory Services
Texas
$274K +$273K +11,184 New
BIA
189
Bigelow Investment Advisors
Maine
$269K -$2.81K -115 -1%
AIA
190
Armor Investment Advisors
North Carolina
$255K
KLI
191
Kelman-Lazarov Inc
Tennessee
$254K +$17.6K +721 +7%
TNBTD
192
Trustmark National Bank Trust Department
Mississippi
$249K
HL
193
HeadInvest LLC
Maine
$243K +$33.7K +1,381 +16%
WWM
194
Western Wealth Management
Colorado
$238K +$30.2K +1,234 +15%
HF
195
HRT Financial
New York
$238K +$238K +9,733 New
UFA
196
US Financial Advisors
Massachusetts
$238K +$26.6K +1,088 +13%
EB
197
Exchange Bank
California
$232K +$231K +9,461 New
WFA
198
Wells Financial Advisors
Massachusetts
$229K
EDRH
199
Edmond de Rothschild Holding
Switzerland
$225K +$34.9K +1,429 +18%
OCM
200
Orion Capital Management
California
$222K -$7.01K -287 -3%