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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

184% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 58

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

10% more capital invested

Capital invested by funds: $665M → $731M (+$66.4M)

9% more funds holding

Funds holding: 287312 (+25)

3.8% more ownership

Funds ownership: 70.02%73.82% (+3.8%)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$75.8M +$8.58M +345,317 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.3M +$8.84M +355,832 +19%
Morgan Stanley
3
Morgan Stanley
New York
$27.3M +$212K +8,540 +0.8%
LPL Financial
4
LPL Financial
California
$21.6M +$5.12M +206,052 +31%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.8M +$1.82M +73,214 +10%
AA
6
Acorns Advisers
California
$16.8M +$1.04M +41,925 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.7M +$1M +40,421 +7%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$15.1M +$2.47M +99,549 +19%
Wells Fargo
9
Wells Fargo
California
$14.9M +$2.49M +100,060 +20%
Ameriprise
10
Ameriprise
Minnesota
$14.3M +$788K +31,727 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.1M +$252K +10,145 +2%
MWM
12
Modera Wealth Management
New Jersey
$12.3M +$26.3K +1,059 +0.2%
JP Morgan Chase
13
JP Morgan Chase
New York
$12.1M +$2.4M +96,747 +25%
WANY
14
Wealthspire Advisors (New York)
New York
$11.6M -$11.2M -450,272 -49%
UBS Group
15
UBS Group
Switzerland
$11.4M -$503K -20,250 -4%
EP
16
Essential Planning
New Hampshire
$11.1M +$11.1M +446,935 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$10.6M +$102K +4,118 +1%
SC
18
Savant Capital
Illinois
$10.2M +$277K +11,167 +3%
AF
19
Allworth Financial
California
$9.94M +$994K +39,997 +11%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$9.35M +$32.5K +1,307 +0.3%
EWA
21
EP Wealth Advisors
California
$9.22M +$702K +28,246 +8%
FF
22
Francis Financial
$8.96M -$34.4K -1,383 -0.4%
EB
23
Eastern Bank
Massachusetts
$8.45M -$29.6K -1,191 -0.3%
DWM
24
Destination Wealth Management
California
$8.27M +$232K +9,327 +3%
MIA
25
Milestone Investment Advisors
Wisconsin
$7.75M +$173K +6,951 +2%