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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 27

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $485M → $703M (+$218M)

17% more funds holding

Funds holding: 178209 (+31)

0.67% more ownership

Funds ownership: 67.08%67.75% (+0.67%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$15K +$8.78K +337 +147%
MFAM
202
M Financial Asset Management
Oregon
$11K +$10.8K +415 New
TFS
203
TrustCore Financial Services
Tennessee
$10K +$9.58K +368 New
PP
204
PrairieView Partners
Minnesota
$5K
LWM
205
Liberty Wealth Management
California
$5K +$5K +192 New
GFPC
206
Global Financial Private Client
Florida
$4.68K +$4.69K +180 New
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$2K -$599 -23 -28%
BWL
208
Bogart Wealth LLC
Virginia
$2K
CB
209
Community Bank
New York
$2K
PAI
210
Pittenger & Anderson Inc
Nebraska
$2K
RBA
211
Richard Bernstein Advisors
New York
$1K +$1.43K +55 New
Wolverine Trading
212
Wolverine Trading
Illinois
-$1.81M -69,580 Closed
GAM
213
Gould Asset Management
California
-$232K -8,945 Closed
KWM
214
Kingsview Wealth Management
Oregon
-$210K -8,084 Closed
SFS
215
Sowell Financial Services
Arkansas
-$59K -2,250 Closed
WAP
216
Wealthcare Advisory Partners
Pennsylvania
-$12K -470 Closed
RWG
217
Regal Wealth Group
California
-$12K -456 Closed
CPFP
218
Clear Perspectives Financial Planning
Ohio
-$10K -400 Closed
ADL
219
Asset Dedication LLC
California
-$4K -169 Closed
TIM
220
Tortoise Investment Management
New York
-$2K -75 Closed