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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

88 hedge funds and large institutions have $153M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 7

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $130M → $153M (+$23M)

16% more funds holding

Funds holding: 7688 (+12)

10.09% less ownership

Funds ownership: 101.66%91.57% (-10%)

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
47
Reduced
7
Closed
6
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
$20.4M +$578K +22,709 +3%
SA
3
Stewardship Advisors
Pennsylvania
$6.52M +$6.52M +256,241 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.69M +$403K +15,838 +9%
RWP
5
RWA Wealth Partners
Massachusetts
$4.34M +$1.51M +59,443 +53%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.2M +$2.87M +112,832 +216%
RJA
7
Raymond James & Associates
Florida
$3.88M -$48.7K -1,915 -1%
Bank of America
8
Bank of America
North Carolina
$2.72M +$497K +19,557 +22%
Fisher Asset Management
9
Fisher Asset Management
Washington
$2.65M +$679K +26,701 +34%
EVM
10
Eaton Vance Management
Massachusetts
$2.45M +$1.34M +52,735 +121%
B
11
Bailard
California
$2.28M +$103K +4,065 +5%
DAS
12
Dynamic Advisor Solutions
Arizona
$1.76M +$56K +2,200 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.75M +$289K +11,381 +20%
UBS Group
14
UBS Group
Switzerland
$1.74M +$447K +17,592 +35%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.74M
LPL Financial
16
LPL Financial
California
$1.55M +$476K +18,707 +44%
Wells Fargo
17
Wells Fargo
California
$1.53M +$710K +27,921 +87%
AI
18
Accredited Investors
Minnesota
$1.53M +$7.15K +281 +0.5%
GI
19
Gradient Investments
Minnesota
$1.33M +$235K +9,221 +21%
ACM
20
Anfield Capital Management
California
$1.18M +$1.17M +45,956 New
BBA
21
Braun-Bostich & Associates
Pennsylvania
$1.17M +$9.69K +381 +0.8%
AC
22
Alexandria Capital
Virginia
$1.06M +$6.08K +239 +0.6%
PR
23
Payden & Rygel
California
$1.01M
BMM
24
Buffington Mohr McNeal
Idaho
$906K +$226K +8,890 +33%
Ameriprise
25
Ameriprise
Minnesota
$754K +$444K +17,461 +143%