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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 14

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

13% more capital invested

Capital invested by funds: $587M → $665M (+$77.8M)

13% more funds holding

Funds holding: 254287 (+33)

2.92% more ownership

Funds ownership: 67.1%70.02% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$68.5M +$2.24M +90,177 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.4M +$32.8M +1,318,409 +233%
Morgan Stanley
3
Morgan Stanley
New York
$27.6M -$845K -33,968 -3%
WANY
4
Wealthspire Advisors (New York)
New York
$23.1M +$22.8M +917,928 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.3M +$1.08M +43,517 +6%
LPL Financial
6
LPL Financial
California
$16.8M +$3.09M +124,349 +23%
AA
7
Acorns Advisers
California
$16.1M +$396K +15,913 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.9M +$663K +26,654 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.1M +$332K +13,342 +2%
Ameriprise
10
Ameriprise
Minnesota
$13.8M +$364K +14,619 +3%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$12.9M +$11.7M +472,470 +1,189%
Wells Fargo
12
Wells Fargo
California
$12.7M +$1.25M +50,294 +11%
MWM
13
Modera Wealth Management
New Jersey
$12.5M +$1.86M +74,689 +18%
UBS Group
14
UBS Group
Switzerland
$12.1M +$429K +17,240 +4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$10.7M +$749K +30,116 +8%
SC
16
Savant Capital
Illinois
$10.1M +$609K +24,482 +7%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.87M +$7.5M +301,684 +333%
FLPIM
18
F.L. Putnam Investment Management
Massachusetts
$9.49M +$78.5K +3,156 +0.8%
FF
19
Francis Financial
$9.16M -$27.4K -1,101 -0.3%
AF
20
Allworth Financial
California
$9.09M +$143K +5,768 +2%
EWA
21
EP Wealth Advisors
California
$8.68M +$435K +17,486 +5%
EB
22
Eastern Bank
Massachusetts
$8.63M +$29.3K +1,178 +0.3%
DWM
23
Destination Wealth Management
California
$8.19M +$118K +4,744 +1%
MIA
24
Milestone Investment Advisors
Wisconsin
$7.72M -$37.7K -1,516 -0.5%
PWM
25
Perigon Wealth Management
California
$6.86M +$781K +31,420 +13%