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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
RF
176
RHS Financial
California
$320K +$16K +656 +5%
BCMO
177
Buckingham Capital Management (Ohio)
Ohio
$318K -$7.31K -300 -2%
EB
178
Exchange Bank
California
$316K +$83.7K +3,436 +36%
LA
179
LexAurum Advisors
Kansas
$315K +$37.8K +1,553 +14%
VNA
180
Valley National Advisers
Pennsylvania
$313K +$9.24K +379 +3%
CTWM
181
Cherry Tree Wealth Management
Minnesota
$304K +$4K +164 +1%
JSW
182
Journey Strategic Wealth
New Jersey
$300K +$298K +12,248 New
CCMI
183
Creative Capital Management Investments
California
$298K
MWM
184
Mittelman Wealth Management
Massachusetts
$293K
SPC
185
Sigma Planning Corp
Michigan
$291K -$25.2K -1,033 -8%
IFAM
186
Institutional & Family Asset Management
Colorado
$278K +$609 +25 +0.2%
BIA
187
Bigelow Investment Advisors
Maine
$277K +$8.04K +330 +3%
DAS
188
Diversify Advisory Services
Utah
$274K +$54.1K +2,219 +25%
AAS
189
Avantax Advisory Services
Texas
$266K -$7.92K -325 -3%
KLI
190
Kelman-Lazarov Inc
Tennessee
$251K -$3.05K -125 -1%
TNBTD
191
Trustmark National Bank Trust Department
Mississippi
$249K
Betterment LLC
192
Betterment LLC
New York
$247K -$85.3K -3,501 -26%
FGAM
193
Financial Gravity Asset Management
Texas
$246K -$188K -7,695 -43%
MFG
194
Mainsail Financial Group
Washington
$237K +$236K +9,695 New
OCM
195
Orion Capital Management
California
$230K +$8.7K +357 +4%
WFA
196
Wells Financial Advisors
Massachusetts
$229K
TWC
197
TD Waterhouse Canada
Ontario, Canada
$226K +$41.1K +1,688 +22%
UFA
198
US Financial Advisors
Massachusetts
$225K -$12.9K -528 -5%
WWM
199
Western Wealth Management
Colorado
$224K -$14.5K -593 -6%
4FG
200
4Thought Financial Group
New York
$222K +$4.53K +186 +2%