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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 %
NYLIM
251
New York Life Investment Management
New York
– – -17,619 Closed
B
252
Bailard
California
– – -11,542 Closed
PA
253
Prism Advisors
California
– – -9,331 Closed
MA
254
Mutual Advisors
Nebraska
– – -9,118 Closed
RW
255
Rede Wealth
Virginia
– – -8,688 Closed
TAIM
256
TD Ameritrade Investment Management
Nebraska
– – -4,455 Closed
IA
257
IFP Advisors
Florida
– – -3,118 Closed
RCM
258
Rain Capital Management
Oregon
– – -2,697 Closed
CFO
259
CVA Family Office
Colorado
– – -781 Closed
US Bancorp
260
US Bancorp
Minnesota
– – -621 Closed
CWA
261
Clearview Wealth Advisors
Oregon
– – -400 Closed
FA
262
Fiduciary Alliance
South Carolina
– – -366 Closed
CFD
263
Creative Financial Designs
Indiana
– – -360 Closed
VAG
264
VisionPoint Advisory Group
Texas
– – -272 Closed
IGWM
265
ICA Group Wealth Management
Colorado
– – -139 Closed
HS
266
Horan Securities
United States
– – -1 Closed
7 8 9 10
11