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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

254 hedge funds and large institutions have $587M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 87

2% more capital invested

Capital invested by funds: $578M → $587M (+$8.98M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.21% less ownership

Funds ownership: 67.31%67.1% (-0.21%)

1% less funds holding

Funds holding: 257254 (-3)

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
104
Reduced
87
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$64.5M +$838K +34,372 +1%
Morgan Stanley
2
Morgan Stanley
New York
$27.7M +$912K +37,443 +3%
FPF
3
First Pacific Financial
Washington
$19.5M +$1.1M +45,092 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.8M +$518K +21,270 +3%
AA
5
Acorns Advisers
California
$15.3M +$816K +33,504 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.9M -$337K -13,825 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.9M +$696K +28,550 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.4M -$335K -13,767 -2%
LPL Financial
9
LPL Financial
California
$13.3M +$308K +12,623 +2%
Ameriprise
10
Ameriprise
Minnesota
$13.1M -$524K -21,483 -4%
UBS Group
11
UBS Group
Switzerland
$11.4M -$1.32M -54,347 -10%
PO
12
Private Ocean
California
$11.3M -$17.2K -704 -0.2%
Wells Fargo
13
Wells Fargo
California
$11.1M +$434K +17,828 +4%
MWM
14
Modera Wealth Management
New Jersey
$10.4M -$501K -20,555 -5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$9.68M +$352K +14,428 +4%
SC
16
Savant Capital
Illinois
$9.2M +$711K +29,173 +8%
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$9.16M +$896K +36,781 +11%
FF
18
Francis Financial
$8.95M -$575K -23,606 -6%
AF
19
Allworth Financial
California
$8.76M +$484K +19,846 +6%
AA
20
Alesco Advisors
New York
$8.42M +$66.3K +2,720 +0.8%
EB
21
Eastern Bank
Massachusetts
$8.37M -$28.7K -1,178 -0.3%
EWA
22
EP Wealth Advisors
California
$8.02M +$37.3K +1,531 +0.5%
DWM
23
Destination Wealth Management
California
$7.86M -$253K -10,369 -3%
MIA
24
Milestone Investment Advisors
Wisconsin
$7.55M -$142K -5,808 -2%
IWM
25
Integris Wealth Management
California
$6.12M -$119K -4,896 -2%