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

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$182M
2
Wells Fargo
2
Wells Fargo
California
$30.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.4M
4
OMC
4
Old Mission Capital
Illinois
$6.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M

Top Sellers

1
MWM
1
Mattern Wealth Management
Kansas
$556K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.74M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
B
5
Bailard
California
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$3.93M 150,820 +150,820 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.9M 149,771 +41,533 +38%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.74M 143,775 -255,730 -64%
KFS
29
Kelly Financial Services
Massachusetts
$3.69M 96,024 +95,816 +46,065%
PG
30
Prostatis Group
Maryland
$3.52M 135,052 +13,677 +11%
CGL
31
Clarius Group LLC
Washington
$3.45M 132,308 +230 +0.2%
EB
32
Eastern Bank
Massachusetts
$3.4M 130,540 +11,293 +9%
AFA
33
Arlington Financial Advisors
California
$3.34M 128,318 +6,938 +6%
Citadel Advisors
34
Citadel Advisors
Florida
$3.27M 125,600 +53,249 +74%
WP
35
WealthSource Partners
California
$3.15M 120,840 +76,461 +172%
SC
36
Savant Capital
Illinois
$3.14M 120,434 +19,199 +19%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
– – – –
EVM
38
Eaton Vance Management
Massachusetts
$3.07M 117,971 -4,527 -4%
COCM
39
Charter Oak Capital Management
New Hampshire
$3.04M 116,746 +40,750 +54%
HGWM
40
Horst & Graben Wealth Management
Oregon
$3M 115,278 +62,312 +118%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.75M 105,530 +28,582 +37%
AC
42
Apella Capital
Connecticut
$2.69M 103,329 +18,105 +21%
DAS
43
Dynamic Advisor Solutions
Arizona
$2.67M 102,377 +15,139 +17%
EH
44
Equitable Holdings
New York
$2.62M 100,528 +48,752 +94%
ACA
45
Affinity Capital Advisors
California
$2.31M 88,506 +11,554 +15%
BAM
46
Baldrige Asset Management
Pennsylvania
$2.25M 86,344 +6,320 +8%
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$2.14M 82,000 – –
RJA
48
Raymond James & Associates
Florida
$2.1M 80,553 +22,236 +38%
WFAG
49
Wescott Financial Advisory Group
Pennsylvania
$2.01M 77,200 +19,964 +35%
OWA
50
One Wealth Advisors
California
$2M 76,675 +64,392 +524%
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