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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 %
SP
276
Symmetry Partners
Connecticut
– – -8,702 Closed
CSPIA
277
Cary Street Partners Investment Advisory
Virginia
– – -6,898 Closed
BAAM
278
Baker Avenue Asset Management
California
– – -5,593 Closed
SSWM
279
Sheets Smith Wealth Management
North Carolina
– – -3,896 Closed
CAL
280
Capital Analysts LLC
Pennsylvania
– – -2,299 Closed
AT
281
Avalon Trust
New Mexico
– – -2,200 Closed
SCA
282
Stonebridge Capital Advisors
Minnesota
– – -1,989 Closed
CAS
283
Coppell Advisory Solutions
Texas
– – -791 Closed
GIA
284
Goodwin Investment Advisory
Georgia
– – -7 Closed
8 9 10 11
12