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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.

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.15%
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 Market Value Shares Shares
Change
Shares
Change %
AA
201
Alesco Advisors
New York
$245K 9,730 -334,055 -97%
Comerica Bank
202
Comerica Bank
Texas
$245K 9,729 +5,714 +142%
VNA
203
Valley National Advisers
Pennsylvania
$243K 9,680 -3,117 -24%
OCM
204
Orion Capital Management
California
$238K 9,475 +67 +0.7%
WWM
205
Western Wealth Management
Colorado
$236K 9,384 +239 +3%
WFA
206
Wells Financial Advisors
Massachusetts
$236K 9,370
P
207
&Partners
Tennessee
$233K 9,257 +9,257 New
PA
208
PFG Advisors
Arizona
$229K 9,108 -6,067 -40%
4FG
209
4Thought Financial Group
New York
$222K 8,840 -211 -2%
BFG
210
Berger Financial Group
Minnesota
$221K 8,803 +8,803 New
RF
211
RHS Financial
California
$221K 8,768 -4,305 -33%
SIA
212
SGL Investment Advisors
Montana
$220K 8,913 +8,913 New
IFWM
213
Institute for Wealth Management
Colorado
$218K 8,675 +8,675 New
PP
214
PDS Planning
Ohio
$217K 8,616 +154 +2%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$208K 8,257 +8,257 New
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$205K 8,167 +8,167 New
IWC
217
Integrated Wealth Concepts
Massachusetts
$203K 8,077 +8,077 New
CA
218
CWC Advisors
Oregon
$203K 8,075 +8,075 New
SM
219
Sweeney & Michel
California
$203K 8,131 +8,131 New
FPF
220
First Pacific Financial
Washington
$202K 8,022 -786,499 -99%
MWA
221
Martel Wealth Advisors
Washington
$200K 8,024 +8,024 New
EPW
222
Evergreen Private Wealth
Colorado
$192K 7,612 +72 +1%
PTC
223
Private Trust Company
Ohio
$183K 7,260
SRCM
224
Signature Resources Capital Management
California
$179K 7,126 +42 +0.6%
AIA
225
Armor Investment Advisors
North Carolina
$174K 6,913