SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

30 hedge funds and large institutions have $25.3M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17M 692,698 +23,181 +3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.17M 47,630 +27,708 +139%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.03M 41,930 +11,028 +36%
Jane Street
4
Jane Street
New York
$964K 39,245 +39,245 New
MM
5
Main Management
California
$772K 31,451 -1,273 -4%
B
6
Bailard
California
$647K 26,335 +6,320 +32%
UB
7
UMB Bank
Missouri
$513K 20,871 +7,002 +50%
WT
8
Whittier Trust
California
$441K 17,951
Bank of America
9
Bank of America
North Carolina
$376K 15,298 +992 +7%
AI
10
Accredited Investors
Minnesota
$321K 13,045 +13,045 New
SDWMA
11
Schneider Downs Wealth Management Advisors
Pennsylvania
$259K 10,542 +10,542 New
CNBT
12
Canandaigua National Bank & Trust
New York
$256K 10,434 +10,434 New
RCS
13
Retirement Capital Strategies
California
$249K 10,151 +10,151 New
LPL Financial
14
LPL Financial
California
$221K 8,978 +8,978 New
SI
15
SimpliFi Inc
California
$214K 8,722 +8,722 New
LSCM
16
LaSalle Street Capital Management
Illinois
$200K 8,147 +8,147 New
MWM
17
Mascoma Wealth Management
New Hampshire
$118K 4,796 +4,371 +1,028%
GRP
18
Global Retirement Partners
California
$112K 4,544 +1,420 +45%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$107K 4,335 +3,138 +262%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$90K 3,669 +3,103 +548%
LFA
21
Legacy Financial Advisors
Kentucky
$52K 2,148 +6 +0.3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$42K 1,711
CI
23
CX Institutional
Indiana
$28K 1,147 +590 +106%
GWM
24
Geneos Wealth Management
Colorado
$23K 937 +937 New
Citigroup
25
Citigroup
New York
$20K 800 +800 New