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

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M
2
MIA
2
Milestone Investment Advisors
Wisconsin
$9.63M
3
PI
3
PFS Investments
Georgia
$16.9M
4
Ameriprise
4
Ameriprise
Minnesota
$29.9M
5
IWM
5
Integris Wealth Management
California
$5.25M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.59M
2
CGL
2
Clarius Group LLC
Washington
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.1M
5
BCM
5
Brookstone Capital Management
Illinois
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$4.76M 200,391 +29,261 +17%
SC
27
Savant Capital
Illinois
$4.75M 205,459 +36,221 +21%
SA
28
Stewardship Advisors
Pennsylvania
$4.68M 196,705 -5,758 -3%
DAS
29
Dynamic Advisor Solutions
Arizona
$4.65M 195,831 +23,946 +14%
ACA
30
Affinity Capital Advisors
California
$4.65M 195,652 -5,188 -3%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$4.41M 185,600 -6,000 -3%
I
32
IMPACTfolio
Colorado
$4.32M 181,547 -3,129 -2%
AC
33
Apella Capital
Connecticut
$4.12M 173,300 +14,180 +9%
OCM
34
One Capital Management
California
$3.84M 161,392 +2,011 +1%
EB
35
Eastern Bank
Massachusetts
$3.81M 160,405 -3,995 -2%
AF
36
Allworth Financial
California
$3.78M 159,215 +14,426 +10%
WFAG
37
Wescott Financial Advisory Group
Pennsylvania
$3.68M 154,792 -6,003 -4%
LWP
38
Laurel Wealth Planning
Minnesota
$3.38M 142,345 +11,527 +9%
Jane Street
39
Jane Street
New York
$3.21M 135,054 +5,609 +4%
FAIM
40
Financial Advocates Investment Management
Washington
$3.13M 70,100 +70,100 New
MWM
41
Mascoma Wealth Management
New Hampshire
$3.12M 131,466 +12,780 +11%
DJSG
42
D.J. St. Germain
Massachusetts
$3.08M 263,439 +140,681 +115%
AFA
43
Arlington Financial Advisors
California
$3.02M 127,173 -13,474 -10%
FT
44
Fiduciary Trust
Massachusetts
$2.89M 121,787 +5,961 +5%
COCM
45
Charter Oak Capital Management
New Hampshire
$2.63M 110,508 -38,880 -26%
MM
46
Main Management
California
$2.62M 110,156 -233 -0.2%
Fisher Asset Management
47
Fisher Asset Management
Washington
$2.6M 109,538 +8,677 +9%
BCM
48
Brookstone Capital Management
Illinois
$2.45M 102,512 -114,412 -53%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$2.45M 102,846 -3,141 -3%
PR
50
Payden & Rygel
California
$2.37M 99,849 -10,700 -10%
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