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

244 hedge funds and large institutions have $563M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 96 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
4.13%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
27
Increased
84
Reduced
96
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.82M
3
DWM
3
Destination Wealth Management
California
$7.24M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.06M
5
EWA
5
EP Wealth Advisors
California
$7.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.1M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$23.4M
4
Bank of America
4
Bank of America
North Carolina
$7.15M
5
Truist Financial
5
Truist Financial
North Carolina
$272K
Name Market Value Shares Shares
Change 		Shares
Change %
SA
26
Stewardship Advisors
Pennsylvania
$4.76M 197,533 -27,234 -12%
RJA
27
Raymond James & Associates
Florida
$4.71M 195,699 +30,359 +18%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$4.62M 191,600 – –
CGL
29
Clarius Group LLC
Washington
$4.54M 188,337 +42,669 +29%
SC
30
Savant Capital
Illinois
$4.02M 166,922 +12,676 +8%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$4.01M 166,424 -1,196 -0.7%
DAS
32
Dynamic Advisor Solutions
Arizona
$3.92M 162,748 +6,210 +4%
COCM
33
Charter Oak Capital Management
New Hampshire
$3.9M 161,885 -16,835 -9%
EB
34
Eastern Bank
Massachusetts
$3.88M 160,948 +10,378 +7%
AF
35
Allworth Financial
California
$3.86M 160,362 +22,321 +16%
PFM
36
Parsec Financial Management
North Carolina
$3.85M 159,976 +69,283 +76%
OCM
37
One Capital Management
California
$3.77M 156,388 -2,506 -2%
AC
38
Apella Capital
Connecticut
$3.72M 154,376 +18,917 +14%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$3.68M 152,743 +29,489 +24%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$3.51M 145,552 -8,059 -5%
AFA
41
Arlington Financial Advisors
California
$3.45M 143,054 -2,248 -2%
PL
42
Plancorp LLC
Missouri
$3.1M 128,519 +97,520 +315%
Citadel Advisors
43
Citadel Advisors
Florida
$3.06M 127,203 +127,203 New
DJSG
44
D.J. St. Germain
Massachusetts
$2.96M 122,758 -5,846 -5%
EVM
45
Eaton Vance Management
Massachusetts
$2.83M 117,326 -4,975 -4%
MWM
46
Mascoma Wealth Management
New Hampshire
$2.82M 117,162 +18,205 +18%
LWP
47
Laurel Wealth Planning
Minnesota
$2.7M 111,910 -32,005 -22%
PR
48
Payden & Rygel
California
$2.66M 110,549 – –
MM
49
Main Management
California
$2.66M 110,389 – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.62M 108,838 -13,930 -11%
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