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

246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
105
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.7M
2
EWA
2
EP Wealth Advisors
California
$9.74M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.97M
5
PL
5
Plancorp LLC
Missouri
$3.35M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.42M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.8M
4
PO
4
Private Ocean
California
$18.2M
5
OWA
5
Opal Wealth Advisors
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
226
Gould Capital
Washington
$47.4K 2,004 – –
SCA
227
Stonebridge Capital Advisors
Minnesota
$47.3K 1,989 – –
SS
228
Sunbelt Securities
Texas
$44.6K 1,878 – –
Comerica Bank
229
Comerica Bank
Texas
$33.4K 1,405 +1,405 New
CMP
230
Coston McIsaac & Partners
Maine
$22K 934 +7 +0.8%
CAS
231
Coppell Advisory Solutions
Texas
$18.8K 791 +791 New
GI
232
Gradient Investments
Minnesota
$17.7K 744 – –
GWSG
233
GPS Wealth Strategies Group
Colorado
$17.1K 719 – –
LF
234
Lee Financial
Texas
$16.8K 705 – –
DIP
235
DT Investment Partners
Pennsylvania
$13.8K 582 – –
CB
236
Community Bank
New York
$8.32K 350 – –
SPIA
237
Steward Partners Investment Advisory
New York
$6.32K 266 – –
FFA
238
Farther Finance Advisors
California
$4.85K 204 – –
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$4.73K 200 – –
PA
240
Parallel Advisors
California
$4.02K 168 -2,091 -93%
PAI
241
Pittenger & Anderson Inc
Nebraska
$2.35K 99 – –
BWL
242
Bogart Wealth LLC
Virginia
$1.83K 77 – –
GRP
243
Global Retirement Partners
California
$1.68K 71 – –
GIA
244
Goodwin Investment Advisory
Georgia
$166 7 -33 -83%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$48 2 +2 New
YAL
246
Your Advocates Ltd
Texas
$12 1 – –
BBA
247
Braun-Bostich & Associates
Pennsylvania
– – -29,917 Closed
RG
248
Rathbones Group
United Kingdom
– – -27,500 Closed
AWM
249
Axxcess Wealth Management
California
– – -24,891 Closed
GS
250
GTS Securities
New York
– – -19,097 Closed
7 8 9
10
11