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

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.2M
3
PWM
3
Perigon Wealth Management
California
$5.93M
4
OMC
4
Old Mission Capital
Illinois
$4.47M
5
SI
5
Seeds Investor
New York
$3.68M

Top Sellers

1
PO
1
Private Ocean
California
$12M
2
AI
2
Atria Investments
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.9M
5
Ameriprise
5
Ameriprise
Minnesota
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$7.83K 320 +320 New
PCM
252
Penserra Capital Management
California
$7K 304 +304 New
SPIA
253
Steward Partners Investment Advisory
New York
$6.51K 266 – –
VAG
254
VisionPoint Advisory Group
Texas
$5.7K 233 +233 New
National Bank of Canada
255
National Bank of Canada
Quebec, Canada
$4.89K 200 – –
PA
256
Parallel Advisors
California
$4.18K 171 +3 +2%
CMP
257
Coston McIsaac & Partners
Maine
$4K 163 -771 -83%
GRP
258
Global Retirement Partners
California
$3.19K 130 +59 +83%
TRCT
259
Tower Research Capital (TRC)
New York
$2.94K 120 +120 New
PAI
260
Pittenger & Anderson Inc
Nebraska
$2.57K 105 +6 +6%
BNP Paribas Financial Markets
261
BNP Paribas Financial Markets
France
$2.35K 96 +96 New
BWL
262
Bogart Wealth LLC
Virginia
$1.89K 77 – –
IGWM
263
ICA Group Wealth Management
Colorado
$1.76K 72 +72 New
WCM
264
Winthrop Capital Management
Indiana
$1K 41 +41 New
Fidelity Investments
265
Fidelity Investments
Massachusetts
$52 2 – –
AI
266
Atria Investments
North Carolina
– – -104,705 Closed
CF
267
Cantor Fitzgerald
New York
– – -43,744 Closed
Citadel Advisors
268
Citadel Advisors
Florida
– – -32,770 Closed
MMA
269
Miracle Mile Advisors
California
– – -23,445 Closed
AAS
270
Ameritas Advisory Services
Nebraska
– – -18,906 Closed
SPC
271
Sigma Planning Corp
Michigan
– – -12,209 Closed
MA
272
MONECO Advisors
Connecticut
– – -10,942 Closed
WCFA
273
Walkner Condon Financial Advisors
Wisconsin
– – -10,178 Closed
AGA
274
Arkos Global Advisors
Texas
– – -9,513 Closed
VHAM
275
Van Hulzen Asset Management
California
– – -9,267 Closed
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