We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

53 hedge funds and large institutions have $110M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

269% more capital invested

Capital invested by funds: $30M → $110M (+$80.5M)

81.28% more ownership

Funds ownership: 57.94%139.22% (+81%)

39% more funds holding

Funds holding: 3853 (+15)

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
19
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$62.4M +$57.9M +2,339,933 +4,186%
Morgan Stanley
2
Morgan Stanley
New York
$19.1M +$2.56M +103,361 +16%
RJA
3
Raymond James & Associates
Florida
$3.54M +$3.5M +141,472 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.02M +$2.51M +101,526 +525%
Jane Street
5
Jane Street
New York
$2.7M +$2.67M +107,866 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.4M +$8.6K +348 +0.6%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$1.26M +$1.25M +50,511 New
B
8
Bailard
California
$1.22M +$9.52K +385 +0.8%
Bank of America
9
Bank of America
North Carolina
$1.17M +$441K +17,829 +62%
EB
10
Eastern Bank
Massachusetts
$1.02M +$1.01M +40,692 New
AC
11
Alexandria Capital
Virginia
$985K -$2.47K -100 -0.3%
GI
12
Gradient Investments
Minnesota
$813K +$356K +14,418 +80%
AGA
13
Arkos Global Advisors
Texas
$793K +$106K +4,305 +16%
MM
14
Main Management
California
$777K
EVM
15
Eaton Vance Management
Massachusetts
$771K +$762K +30,823 New
RWP
16
RWA Wealth Partners
Massachusetts
$729K +$721K +29,141 New
AI
17
Accredited Investors
Minnesota
$716K +$49.3K +1,995 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$661K +$295K +11,926 +82%
IFAM
19
Institutional & Family Asset Management
Colorado
$553K +$312K +12,608 +133%
EFSCE
20
Enterprise Financial Services Corp (EFSC)
Missouri
$530K +$523K +21,167 New
IFWM
21
Institute for Wealth Management
Colorado
$501K +$495K +20,020 New
MML Investors Services
22
MML Investors Services
Massachusetts
$460K +$454K +18,366 New
UB
23
UMB Bank
Missouri
$458K -$52.5K -2,122 -10%
WT
24
Whittier Trust
California
$449K
UBS Group
25
UBS Group
Switzerland
$428K +$82K +3,317 +24%