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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 27

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $485M → $703M (+$218M)

17% more funds holding

Funds holding: 178209 (+31)

0.67% more ownership

Funds ownership: 67.08%67.75% (+0.67%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$182M +$108M +4,163,631 +148%
Morgan Stanley
2
Morgan Stanley
New York
$67.5M +$6.02M +231,303 +10%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$62.4M
Wells Fargo
4
Wells Fargo
California
$30.1M +$21.6M +830,471 +255%
PO
5
Private Ocean
California
$26M +$2.82M +108,205 +12%
Ameriprise
6
Ameriprise
Minnesota
$19.8M +$3.23M +123,896 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.4M +$9.69M +371,948 +111%
UBS Group
8
UBS Group
Switzerland
$13.5M +$1.06M +40,543 +9%
SA
9
Stewardship Advisors
Pennsylvania
$12.1M -$122K -4,690 -1%
Bank of America
10
Bank of America
North Carolina
$11.6M -$2.46M -94,369 -18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11M +$2.06M +79,150 +23%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.92M +$656K +25,210 +7%
PI
13
PFS Investments
Georgia
$8.57M -$975K -37,435 -10%
LPL Financial
14
LPL Financial
California
$8.51M +$1.61M +61,680 +23%
BCM
15
Brookstone Capital Management
Illinois
$6.96M +$1.58M +60,626 +29%
Jane Street
16
Jane Street
New York
$6.95M +$5.14M +197,397 +284%
OMC
17
Old Mission Capital
Illinois
$6.83M +$6.83M +262,232 New
GI
18
Gradient Investments
Minnesota
$6.45M +$654K +25,100 +11%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.42M +$4.62M +177,506 +258%
PAS
20
Park Avenue Securities
New York
$4.89M +$3.91M +150,120 +399%
5L
21
55I LLC
Massachusetts
$4.55M +$3.66M +140,507 +410%
Fisher Asset Management
22
Fisher Asset Management
Washington
$4.25M +$410K +15,753 +11%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$4.09M +$4.09M +156,951 New
PAG
24
Private Advisor Group
New Jersey
$4.02M +$4.02M +154,539 New
ASN
25
Advisory Services Network
Georgia
$3.94M +$388K +14,900 +11%