We are live on ! Find out more
SUSB icon

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
DAS
176
Diversify Advisory Services
Utah
$339K +$61.1K +2,457 +22%
AWE
177
Avidian Wealth Enterprises
Texas
$336K +$3.26K +131 +1%
CI
178
CX Institutional
Indiana
$332K -$945 -38 -0.3%
CTWM
179
Cherry Tree Wealth Management
Minnesota
$329K +$17.1K +687 +6%
BCMO
180
Buckingham Capital Management (Ohio)
Ohio
$327K
BCI
181
Brinker Capital Investments
Pennsylvania
$325K +$321K +12,900 New
OPS
182
Orion Portfolio Solutions
Nebraska
$325K +$321K +12,900 New
WIA
183
World Investment Advisors
California
$320K +$316K +12,703 New
MWM
184
Mascoma Wealth Management
New Hampshire
$319K -$23.6K -949 -7%
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$303K +$299K +12,036 New
SPC
186
Sigma Planning Corp
Michigan
$293K -$5.94K -239 -2%
SA
187
Sanctuary Advisors
Indiana
$284K +$285K +11,449 New
SOAG
188
Silver Oak Advisory Group
Oregon
$281K +$278K +11,182 New
CPBTD
189
Central Pacific Bank - Trust Division
Hawaii
$277K +$274K +11,011 New
CFGS
190
Concourse Financial Group Securities
Alabama
$272K +$107K +4,290 +66%
PI
191
PFG Investments
New York
$268K +$265K +10,666 New
BIA
192
Bigelow Investment Advisors
Maine
$262K -$22K -885 -8%
KLI
193
Kelman-Lazarov Inc
Tennessee
$258K -$323 -13 -0.1%
SPIA
194
Steward Partners Investment Advisory
New York
$257K +$166K +6,677 +189%
TNBTD
195
Trustmark National Bank Trust Department
Mississippi
$256K
Betterment LLC
196
Betterment LLC
New York
$255K +$1.72K +69 +0.7%
MFG
197
Mainsail Financial Group
Washington
$253K +$11.3K +453 +5%
UFA
198
US Financial Advisors
Massachusetts
$252K +$20.8K +836 +9%
SWM
199
SigFig Wealth Management
California
$249K +$246K +9,890 New
GWM
200
Grand Wealth Management
Michigan
$249K -$165K -6,648 -40%