SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OCM
201
Orion Capital Management
California
$229K 9,338 +4,200 +82%
AM
202
AGF Management
Ontario, Canada
$211K 8,630 +8,630 New
MWA
203
Martel Wealth Advisors
Washington
$211K 8,625 +8,625 New
UFA
204
US Financial Advisors
Massachusetts
$211K 8,617 +8,617 New
RIS
205
Retirement Income Solutions
Michigan
$210K 8,586
HL
206
HeadInvest LLC
Maine
$209K 8,538 -400 -4%
WWM
207
Western Wealth Management
Colorado
$208K 8,504 +8,504 New
PI
208
PFG Investments
New York
$206K 8,416 +8,416 New
EP
209
Essential Planning
New Hampshire
$202K 8,271 -869 -10%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$201K 8,203 +8,203 New
EDRH
211
Edmond de Rothschild Holding
Switzerland
$190K 7,755 -9,440 -55%
SRCM
212
Signature Resources Capital Management
California
$184K 7,503 +7,503 New
PTC
213
Private Trust Company
Ohio
$178K 7,260 -220 -3%
EPW
214
Evergreen Private Wealth
Colorado
$174K 7,090 +7,090 New
HPC
215
HM Payson & Co
Maine
$157K 6,400
CFGS
216
Concourse Financial Group Securities
Alabama
$151K 6,169 -1,137 -16%
Citigroup
217
Citigroup
New York
$133K 5,450 -500 -8%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$127K 5,204 +995 +24%
AF
219
Advisornet Financial
Minnesota
$122K 4,994 -5,066 -50%
4FG
220
4Thought Financial Group
New York
$107K 4,378 +1,744 +66%
AA
221
Ancora Advisors
Ohio
$105K 4,297
BlackRock
222
BlackRock
New York
$98.5K 4,022 -32 -0.8%
NP
223
NorthRock Partners
Minnesota
$96.4K 3,939 +3,939 New
Deutsche Bank
224
Deutsche Bank
Germany
$94.1K 3,843
S
225
Sachetta
Massachusetts
$90.7K 3,705 +3,705 New