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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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Overview Fund Activity

265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$9.75M
2
FPF
2
First Pacific Financial
Washington
$13.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.6M
4
Jane Street
4
Jane Street
New York
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$15.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M
3
BlackRock
3
BlackRock
New York
$92.2K
4
SA
4
Stewardship Advisors
Pennsylvania
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SWG
226
Summit Wealth Group
Vermont
$87K 2,093,966 +2,006,808 +2,302%
FRA
227
Front Row Advisors
California
$79K 3,300 – –
AWM
228
AllSquare Wealth Management
New York
$74.1K 3,080 – –
WP
229
WealthShield Partners
North Carolina
$72.6K 3,017 +3,017 New
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K 2,953 – –
BFEC
231
Benjamin F. Edwards & Company
Missouri
$68K 2,842 +2,842 New
Franklin Resources
232
Franklin Resources
California
$63.4K 2,633 +10 +0.4%
4FG
233
4Thought Financial Group
New York
$63K 2,618 +83 +3%
MBFW
234
Morton Brown Family Wealth
Pennsylvania
$59.7K 2,483 +142 +6%
HFS
235
HBC Financial Services
Washington
$57K 2,379 – –
AT
236
Avalon Trust
New Mexico
$52.9K 2,200 +2,200 New
GC
237
Gould Capital
Washington
$48.2K 2,004 +156 +8%
SCA
238
Stonebridge Capital Advisors
Minnesota
$47.9K 1,989 – –
JWM
239
Janiczek Wealth Management
Colorado
$46.5K 1,929 -16 -0.8%
SS
240
Sunbelt Securities
Texas
$45K 1,878 +1,878 New
FCA
241
Fortis Capital Advisors
Kansas
$39.7K 1,652 -1,048 -39%
US Bancorp
242
US Bancorp
Minnesota
$26.2K 1,088 +1,088 New
CMP
243
Coston McIsaac & Partners
Maine
$22K 921 +4 +0.4%
CFO
244
CVA Family Office
Colorado
$18.8K 781 – –
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$18.1K 750 – –
GWSG
246
GPS Wealth Strategies Group
Colorado
$17.3K 719 +719 New
DIP
247
DT Investment Partners
Pennsylvania
$14K 582 +148 +34%
CFD
248
Creative Financial Designs
Indiana
$13.7K 569 -51 -8%
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$13.7K 568,004 +5,116 +0.9%
TCWA
250
Ten Capital Wealth Advisors
Washington
$13.1K 545 +545 New
8 9
10
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