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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
SOAG
201
Silver Oak Advisory Group
Oregon
$276K +$596 +24 +0.2%
SA
202
Sanctuary Advisors
Indiana
$271K -$13.2K -532 -5%
IFWM
203
Institute for Wealth Management
Colorado
$268K +$54K +2,174 +25%
PI
204
PFG Investments
New York
$267K +$3.95K +159 +1%
WFA
205
Wells Financial Advisors
Massachusetts
$263K +$32K +1,290 +14%
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$257K -$40.4K -1,628 -14%
APW
207
Austin Private Wealth
Texas
$255K +$257K +10,337 New
UFA
208
US Financial Advisors
Massachusetts
$255K +$7.83K +315 +3%
Betterment LLC
209
Betterment LLC
New York
$255K +$3.83K +154 +2%
BFG
210
Berger Financial Group
Minnesota
$253K +$35.8K +1,443 +16%
KLI
211
Kelman-Lazarov Inc
Tennessee
$253K
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$251K
GM
213
GeoWealth Management
Illinois
$250K +$204K +8,200 +431%
LIA
214
LifePlan Investment Advisors
North Carolina
$249K +$250K +10,071 New
AA
215
Alesco Advisors
New York
$246K +$5.59K +225 +2%
IWC
216
Integrated Wealth Concepts
Massachusetts
$245K +$45.6K +1,834 +23%
GWM
217
Grand Wealth Management
Michigan
$244K
OCM
218
Orion Capital Management
California
$242K +$7.65K +308 +3%
VNA
219
Valley National Advisers
Pennsylvania
$241K +$2.48K +100 +1%
Comerica Bank
220
Comerica Bank
Texas
$235K -$5.39K -217 -2%
CGL
221
Clarius Group LLC
Washington
$231K +$232K +9,332 New
P
222
&Partners
Tennessee
$229K +$447 +18 +0.2%
DC
223
Dorval Corp
Minnesota
$227K +$229K +9,199 New
4FG
224
4Thought Financial Group
New York
$226K +$7.97K +321 +4%
OWCM
225
One Wealth Capital Management
Arizona
$225K +$226K +9,094 New