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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 %
MFAM
251
M Financial Asset Management
Oregon
$10K 415 – –
CWA
252
Clearview Wealth Advisors
Oregon
$9.77K 406 -20 -5%
ACA
253
Aptus Capital Advisors
Alabama
$9.36K 389 -231 -37%
CB
254
Community Bank
New York
$8.42K 350 +275 +367%
SPIA
255
Steward Partners Investment Advisory
New York
$6.4K 266 -3,092 -92%
GFWA
256
Grey Fox Wealth Advisors
Delaware
$4.86K 202 +29 +17%
FFA
257
Farther Finance Advisors
California
$4.33K 180 -18 -9%
PAI
258
Pittenger & Anderson Inc
Nebraska
$2.38K 99 +9 +10%
BWL
259
Bogart Wealth LLC
Virginia
$1.85K 77 – –
GRP
260
Global Retirement Partners
California
$1.72K 71 -170 -71%
GIA
261
Goodwin Investment Advisory
Georgia
$962 40 -1,394 -97%
Fidelity Investments
262
Fidelity Investments
Massachusetts
$120 5 +3 +150%
MHR
263
Matthew Hamilton Rosenberg
$48 2 – –
HS
264
Horan Securities
United States
$34 1 – –
FGAM
265
Financial Gravity Asset Management
Texas
$34 1,403 +1,403 New
YAL
266
Your Advocates Ltd
Texas
$12 1 -366 -100%
SA
267
Stewardship Advisors
Pennsylvania
– – -196,705 Closed
MM
268
Main Management
California
– – -110,156 Closed
FAIM
269
Financial Advocates Investment Management
Washington
– – -70,100 Closed
OWA
270
One Wealth Advisors
California
– – -44,214 Closed
PAS
271
Park Avenue Securities
New York
– – -40,928 Closed
LGWM
272
Litman Gregory Wealth Management
California
– – -27,812 Closed
SFS
273
Sowell Financial Services
Arkansas
– – -19,119 Closed
Prudential Financial
274
Prudential Financial
New Jersey
– – -18,442 Closed
WP
275
WealthSource Partners
California
– – -17,199 Closed
8 9 10
11
12