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

64 hedge funds and large institutions have $120M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+11
Holders Change %
+20.75%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$2.15M
2
RWP
2
RWA Wealth Partners
Massachusetts
$2.35M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$1.29M
4
PR
4
Payden & Rygel
California
$1.01M
5
BBA
5
Braun-Bostich & Associates
Pennsylvania
$892K

Top Sellers

1
Jane Street
1
Jane Street
New York
$598K
2
EB
2
Eastern Bank
Massachusetts
$0
3
AGA
3
Arkos Global Advisors
Texas
$541K
4
BMM
4
Buffington Mohr McNeal
Idaho
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$320K
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$507K 20,020 – –
WT
27
Whittier Trust
California
$455K 17,951 – –
MML Investors Services
28
MML Investors Services
Massachusetts
$451K 17,796 -570 -3%
BPA
29
Beacon Pointe Advisors
California
$425K 16,782 +4,194 +33%
PP
30
PDS Planning
Ohio
$378K 14,918 +62 +0.4%
NA
31
Nottingham Advisors
New York
$361K 14,241 +14,241 New
UCFA
32
United Capital Financial Advisors
Texas
$320K 12,642 -3,412 -21%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$320K 12,635 +12,635 New
HPC
34
HM Payson & Co
Maine
$285K 11,250 – –
CFIA
35
Cantor Fitzgerald Investment Advisors
New York
$279K 11,004 +1,021 +10%
BIA
36
Bigelow Investment Advisors
Maine
$276K 10,880 +550 +5%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
– – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$234K 9,249 +9,249 New
SI
39
SimpliFi Inc
California
$220K 8,665 +63 +0.7%
Wells Fargo
40
Wells Fargo
California
$218K 8,598 +7,218 +523%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$214K 8,446 +769 +10%
AFA
42
Arlington Financial Advisors
California
$212K 8,361 +8,361 New
SDWMA
43
Schneider Downs Wealth Management Advisors
Pennsylvania
$210K 8,270 +8,270 New
LSCM
44
LaSalle Street Capital Management
Illinois
$206K 8,147 – –
AIP
45
Ameritas Investment Partners
Nebraska
$206K 8,158 +8,158 New
Citigroup
46
Citigroup
New York
$181K 7,141 – –
MWM
47
Mascoma Wealth Management
New Hampshire
$173K 6,824 -561 -8%
SPIA
48
Steward Partners Investment Advisory
New York
$152K 6,004 +6,004 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$131K 5,182 +113 +2%
FCA
50
FinTrust Capital Advisors
South Carolina
$115K 4,534 -549 -11%
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