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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

6 hedge funds and large institutions have $9.07M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more capital invested

Capital invested by funds: $2.1M → $9.07M (+$6.97M)

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more funds holding

Funds holding: 36 (+3)

69.93% more ownership

Funds ownership: 20.9%90.83% (+70%)

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.72M +$8.75M +349,527 New
WT
2
Whittier Trust
California
$210K +$210K +8,400 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$56K +$54.7K +2,187 +3,905%
LFA
4
Legacy Financial Advisors
Kentucky
$51K +$51.6K +2,061 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$13K
Bank of America
6
Bank of America
North Carolina
$13K +$14K +558 New
SG Americas Securities
7
SG Americas Securities
New York
-$2.09M -83,000 Closed