We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

116 hedge funds and large institutions have $256M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

18% more capital invested

Capital invested by funds: $216M → $256M (+$39.5M)

13% more funds holding

Funds holding: 103116 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.8% less ownership

Funds ownership: 89.58%82.78% (-6.8%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
27
Closed
9
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
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.7M +$5.4M +210,748 +14%
Morgan Stanley
3
Morgan Stanley
New York
$22M -$421K -16,432 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.92M +$6.22M +242,936 +243%
SA
5
Stewardship Advisors
Pennsylvania
$8.07M +$1.37M +53,415 +21%
Bank of America
6
Bank of America
North Carolina
$7.01M +$4.09M +159,494 +145%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.57M +$1.55M +60,461 +31%
Wells Fargo
8
Wells Fargo
California
$6.33M +$3.99M +155,691 +178%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.01M +$2.02M +78,776 +52%
Ameriprise
10
Ameriprise
Minnesota
$4.21M +$1.9M +74,240 +85%
UBS Group
11
UBS Group
Switzerland
$3.94M +$642K +25,061 +20%
Citadel Advisors
12
Citadel Advisors
Florida
$3.48M -$1.08M -42,044 -24%
Fisher Asset Management
13
Fisher Asset Management
Washington
$3.22M +$414K +16,150 +15%
EVM
14
Eaton Vance Management
Massachusetts
$3.06M +$123K +4,814 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.04M -$6.13M -239,274 -67%
BCM
16
Brookstone Capital Management
Illinois
$2.96M +$2.91M +113,699 New
B
17
Bailard
California
$2.51M +$132K +5,165 +6%
PI
18
PFS Investments
Georgia
$2.43M +$954K +37,244 +66%
GI
19
Gradient Investments
Minnesota
$2.28M +$846K +33,012 +60%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$2.25M
SC
21
Savant Capital
Illinois
$2.04M +$1.47M +57,571 +278%
BlackRock
22
BlackRock
New York
$2M +$1.97M +76,935 +93,823%
LPL Financial
23
LPL Financial
California
$1.9M +$42.6K +1,664 +2%
RWP
24
RWA Wealth Partners
Massachusetts
$1.86M -$3.43M -133,915 -65%
DAS
25
Dynamic Advisor Solutions
Arizona
$1.68M -$158K -6,171 -9%