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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.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

58% more funds holding

Funds holding: 1930 (+11)

17% more capital invested

Capital invested by funds: $21.6M → $25.3M (+$3.66M)

4.79% less ownership

Funds ownership: 65.35%60.56% (-4.8%)

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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17M +$569K +23,181 +3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$680K +27,708 +139%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.03M +$271K +11,028 +36%
Jane Street
4
Jane Street
New York
$964K +$964K +39,245 New
MM
5
Main Management
California
$772K -$31.3K -1,273 -4%
B
6
Bailard
California
$647K +$155K +6,320 +32%
UB
7
UMB Bank
Missouri
$513K +$172K +7,002 +50%
WT
8
Whittier Trust
California
$441K
Bank of America
9
Bank of America
North Carolina
$376K +$24.4K +992 +7%
AI
10
Accredited Investors
Minnesota
$321K +$320K +13,045 New
SDWMA
11
Schneider Downs Wealth Management Advisors
Pennsylvania
$259K +$259K +10,542 New
CNBT
12
Canandaigua National Bank & Trust
New York
$256K +$256K +10,434 New
RCS
13
Retirement Capital Strategies
California
$249K +$249K +10,151 New
LPL Financial
14
LPL Financial
California
$221K +$220K +8,978 New
SI
15
SimpliFi Inc
California
$214K +$214K +8,722 New
LSCM
16
LaSalle Street Capital Management
Illinois
$200K +$200K +8,147 New
MWM
17
Mascoma Wealth Management
New Hampshire
$118K +$107K +4,371 +1,028%
GRP
18
Global Retirement Partners
California
$112K +$34.9K +1,420 +45%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$107K +$77.1K +3,138 +262%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$90K +$76.2K +3,103 +548%
LFA
21
Legacy Financial Advisors
Kentucky
$52K +$147 +6 +0.3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$42K
CI
23
CX Institutional
Indiana
$28K +$14.5K +590 +106%
GWM
24
Geneos Wealth Management
Colorado
$23K +$23K +937 New
Citigroup
25
Citigroup
New York
$20K +$19.6K +800 New