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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

3% less funds holding

Funds holding: 264257 (-7)

4% less ownership

Funds ownership: 71.31%67.31% (-4%)

6% less capital invested

Capital invested by funds: $617M → $578M (-$38.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$63.6M +$435K +17,795 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$26.8M -$25.8M -1,057,435 -49%
FPF
3
First Pacific Financial
Washington
$18.3M +$1.09M +44,430 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.2M -$461K -18,872 -3%
AA
5
Acorns Advisers
California
$14.4M +$1M +40,966 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14.2M +$602K +24,630 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$13.7M -$222K -9,067 -2%
Ameriprise
8
Ameriprise
Minnesota
$13.5M -$1.83M -74,691 -12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.2M -$1.75M -71,465 -12%
LPL Financial
10
LPL Financial
California
$13M -$1.46M -59,744 -10%
UBS Group
11
UBS Group
Switzerland
$12.7M -$1.65M -67,441 -11%
PO
12
Private Ocean
California
$11.3M -$637K -26,056 -5%
MWM
13
Modera Wealth Management
New Jersey
$10.9M +$287K +11,759 +3%
Wells Fargo
14
Wells Fargo
California
$10.7M -$1.17M -48,067 -10%
FF
15
Francis Financial
$9.52M -$2.01M -82,398 -17%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$9.32M +$210K +8,586 +2%
SC
17
Savant Capital
Illinois
$8.48M +$1.2M +48,960 +16%
EB
18
Eastern Bank
Massachusetts
$8.4M +$3.64M +148,874 +77%
AA
19
Alesco Advisors
New York
$8.35M +$68.7K +2,810 +0.8%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$8.26M -$1.13M -46,050 -12%
AF
21
Allworth Financial
California
$8.22M +$772K +31,608 +10%
DWM
22
Destination Wealth Management
California
$8.11M +$83K +3,397 +1%
EWA
23
EP Wealth Advisors
California
$7.98M -$1.02M -41,888 -11%
MIA
24
Milestone Investment Advisors
Wisconsin
$7.69M -$155K -6,341 -2%
DAS
25
Dynamic Advisor Solutions
Arizona
$6.45M +$415K +16,994 +7%