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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
CCMI
176
Creative Capital Management Investments
California
$375K
T
177
TrueFG
Texas
$374K +$6.36K +256 +2%
AAS
178
Avantax Advisory Services
Texas
$373K -$54K -2,172 -13%
FPAS
179
Focus Partners Advisor Solutions
Missouri
$364K -$42.4K -1,708 -10%
SP
180
Symmetry Partners
Connecticut
$361K +$363K +14,614 New
RCA
181
Resonant Capital Advisors
Wisconsin
$360K +$2.19K +88 +0.6%
AAS
182
Ameritas Advisory Services
Nebraska
$360K -$39.4K -1,586 -10%
MFGM
183
Marshall Financial Group (Maryland)
Maryland
$355K -$18K -723 -5%
NA
184
Nottingham Advisors
New York
$354K -$46.7K -1,881 -12%
RCAG
185
Rehmann Capital Advisory Group
Michigan
$352K -$120K -4,823 -25%
BCI
186
Brinker Capital Investments
Pennsylvania
$349K +$30.8K +1,239 +10%
OPS
187
Orion Portfolio Solutions
Nebraska
$349K +$30.8K +1,239 +10%
SPIA
188
Steward Partners Investment Advisory
New York
$345K +$93.5K +3,764 +37%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$343K +$348 +14 +0.1%
WIA
190
World Investment Advisors
California
$333K +$19.3K +777 +6%
CPBTD
191
Central Pacific Bank - Trust Division
Hawaii
$324K +$52.7K +2,123 +19%
BCMO
192
Buckingham Capital Management (Ohio)
Ohio
$324K +$2.73K +110 +0.8%
TC
193
TownSquare Capital
Utah
$314K +$315K +12,694 New
MWM
194
Mascoma Wealth Management
New Hampshire
$307K -$5.96K -240 -2%
RF
195
RHS Financial
California
$303K +$86.8K +3,493 +40%
TW
196
Traveka Wealth
California
$294K +$296K +11,908 New
SPC
197
Sigma Planning Corp
Michigan
$293K +$5.07K +204 +2%
CFGS
198
Concourse Financial Group Securities
Alabama
$289K +$21.2K +855 +8%
LGWM
199
Litman Gregory Wealth Management
California
$287K -$262K -10,554 -48%
CTWM
200
Cherry Tree Wealth Management
Minnesota
$279K -$44.8K -1,804 -14%