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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

64 hedge funds and large institutions have $120M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

21% more funds holding

Funds holding: 5364 (+11)

9% more capital invested

Capital invested by funds: $110M → $120M (+$9.84M)

20.52% less ownership

Funds ownership: 139.22%118.7% (-21%)

Holders
64
Holders Change
+11
Holders Change %
+20.75%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
9
Closed
3
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
Morgan Stanley
2
Morgan Stanley
New York
$19.5M +$224K +8,923 +1%
RJA
3
Raymond James & Associates
Florida
$3.84M +$251K +10,026 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.69M +$617K +24,632 +20%
RWP
5
RWA Wealth Partners
Massachusetts
$2.35M +$1.59M +63,595 +218%
AI
6
Atria Investments
North Carolina
$2.15M +$2.13M +84,862 New
B
7
Bailard
California
$2.1M +$855K +34,126 +70%
Bank of America
8
Bank of America
North Carolina
$1.71M +$520K +20,743 +44%
AI
9
Accredited Investors
Minnesota
$1.5M +$762K +30,428 +106%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.42M +$5.16K +206 +0.4%
DAS
11
Dynamic Advisor Solutions
Arizona
$1.29M +$1.28M +50,922 New
RCAG
12
Rehmann Capital Advisory Group
Michigan
$1.21M -$73.7K -2,940 -6%
PR
13
Payden & Rygel
California
$1.01M +$1,000K +39,900 New
AC
14
Alexandria Capital
Virginia
$998K
GI
15
Gradient Investments
Minnesota
$946K +$121K +4,837 +15%
BBA
16
Braun-Bostich & Associates
Pennsylvania
$892K +$882K +35,215 New
UBS Group
17
UBS Group
Switzerland
$809K +$372K +14,851 +87%
MM
18
Main Management
California
$790K +$2.68K +107 +0.3%
EVM
19
Eaton Vance Management
Massachusetts
$776K -$5.26K -210 -0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$758K +$88.1K +3,516 +13%
LPL Financial
21
LPL Financial
California
$673K +$278K +11,089 +72%
Jane Street
22
Jane Street
New York
$598K -$2.11M -84,250 -78%
IFAM
23
Institutional & Family Asset Management
Colorado
$564K +$4.28K +171 +0.8%
AGA
24
Arkos Global Advisors
Texas
$541K -$260K -10,363 -33%
EFSCE
25
Enterprise Financial Services Corp (EFSC)
Missouri
$537K +$1.2K +48 +0.2%