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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
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$220K +$219K +8,991 New
PP
202
PDS Planning
Ohio
$207K +$206K +8,462 New
EPW
203
Evergreen Private Wealth
Colorado
$185K -$1.1K -45 -0.6%
PTC
204
Private Trust Company
Ohio
$178K
SRCM
205
Signature Resources Capital Management
California
$173K -$10.2K -419 -6%
AIA
206
Armor Investment Advisors
North Carolina
$169K -$85.3K -3,500 -34%
CFGS
207
Concourse Financial Group Securities
Alabama
$160K -$7.26K -298 -4%
HPC
208
HM Payson & Co
Maine
$157K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$129K
WOSD
210
WFA of San Diego
California
$126K +$125K +5,126 New
Citigroup
211
Citigroup
New York
$122K
BlackRock
212
BlackRock
New York
$122K +$1.17K +48 +1%
FRA
213
Front Row Advisors
California
$109K +$27.8K +1,140 +35%
AA
214
Ancora Advisors
Ohio
$105K
BFEC
215
Benjamin F. Edwards & Company
Missouri
$103K +$28K +1,151 +38%
HBT
216
Hills Bank & Trust
Iowa
$102K +$101K +4,160 New
Comerica Bank
217
Comerica Bank
Texas
$98.3K +$62.8K +2,577 +179%
Deutsche Bank
218
Deutsche Bank
Germany
$94.1K
S
219
Sachetta
Massachusetts
$91.6K
RPCA
220
Running Point Capital Advisors
California
$90.7K
SPIA
221
Steward Partners Investment Advisory
New York
$86.7K +$69.1K +2,834 +401%
AF
222
Advisornet Financial
Minnesota
$76.2K +$292 +12 +0.4%
US Bancorp
223
US Bancorp
Minnesota
$76K +$75.6K +3,104 New
AWM
224
AllSquare Wealth Management
New York
$75.4K
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.3K