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

53 hedge funds and large institutions have $110M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
19
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$62.4M
2
RJA
2
Raymond James & Associates
Florida
$3.54M
3
Jane Street
3
Jane Street
New York
$2.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.02M

Top Sellers

1
CNBT
1
Canandaigua National Bank & Trust
New York
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$0
4
AIC
4
Ameritas Investment Company
Nebraska
$0
5
UB
5
UMB Bank
Missouri
$458K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$402K 16,054 +4,585 +40%
LPL Financial
27
LPL Financial
California
$387K 15,480 +3,767 +32%
PP
28
PDS Planning
Ohio
$372K 14,856 -1,563 -10%
BPA
29
Beacon Pointe Advisors
California
$314K 12,588 – –
HPC
30
HM Payson & Co
Maine
$281K 11,250 +11,250 New
BIA
31
Bigelow Investment Advisors
Maine
$258K 10,330 +10,330 New
CFIA
32
Cantor Fitzgerald Investment Advisors
New York
$250K 9,983 +9,983 New
SI
33
SimpliFi Inc
California
$215K 8,602 -202 -2%
LSCM
34
LaSalle Street Capital Management
Illinois
$204K 8,147 +8,147 New
FANJ
35
Financial Architects (New Jersey)
New Jersey
$192K 7,677 +2,442 +47%
MWM
36
Mascoma Wealth Management
New Hampshire
$185K 7,385 – –
Citigroup
37
Citigroup
New York
$179K 7,141 +6,341 +793%
FCA
38
FinTrust Capital Advisors
South Carolina
$127K 5,083 – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$127K 5,069 – –
BMM
40
Buffington Mohr McNeal
Idaho
$119K 4,765 +4,765 New
AF
41
Advisornet Financial
Minnesota
$68K 2,700 – –
TAIM
42
TD Ameritrade Investment Management
Nebraska
$63K 2,527 +2,527 New
LFA
43
Legacy Financial Advisors
Kentucky
$58K 2,307 +73 +3%
AG
44
Advisor Group
Arizona
$55K 2,194 +1,757 +402%
Wells Fargo
45
Wells Fargo
California
$35K 1,380 +1,380 New
AWM
46
AllSquare Wealth Management
New York
$31K 1,231 +1,231 New
CI
47
CX Institutional
Indiana
$29K 1,147 – –
GWM
48
Geneos Wealth Management
Colorado
$23K 937 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$15K 604 +3 +0.5%
LFG
50
LifePlan Financial Group
Ohio
$12K 492 – –
1
2
3