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

253 hedge funds and large institutions have $573M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
253
Holders Change
-12
Holders Change %
-4.53%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
95
Reduced
91
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.6M
2
MWM
2
Modera Wealth Management
New Jersey
$9.57M
3
AC
3
Apella Capital
Connecticut
$4.26M
4
DJSG
4
D.J. St. Germain
Massachusetts
$4.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.61M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$12.1M
2
SWG
2
Summit Wealth Group
Vermont
$2.06M
3
Ameriprise
3
Ameriprise
Minnesota
$17.7M
4
PO
4
Private Ocean
California
$21.3M
5
LWP
5
Laurel Wealth Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$5.68M 237,613 +48,760 +26%
SC
27
Savant Capital
Illinois
$5.38M 225,169 +20,376 +10%
DAS
28
Dynamic Advisor Solutions
Arizona
$5.22M 218,441 +16,537 +8%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$4.57M 191,338 -52,345 -21%
EB
30
Eastern Bank
Massachusetts
$4.46M 186,575 -1,444 -0.8%
AC
31
Apella Capital
Connecticut
$4.26M 178,111 +178,111 New
DJSG
32
D.J. St. Germain
Massachusetts
$4.1M 171,604 +171,604 New
WFAG
33
Wescott Financial Advisory Group
Pennsylvania
$4M 167,440 +846 +0.5%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$3.72M 155,900 -8,200 -5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.61M 151,096 +151,096 New
HI
36
Harbour Investments
Wisconsin
$3.18M 133,157 +27,987 +27%
AFA
37
Arlington Financial Advisors
California
$3.1M 129,456 +12,692 +11%
Fisher Asset Management
38
Fisher Asset Management
Washington
$3.02M 126,098 +10,832 +9%
FT
39
Fiduciary Trust
Massachusetts
$2.9M 121,135 +10,861 +10%
ACA
40
Affinity Capital Advisors
California
$2.74M 114,575 -56,344 -33%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.7M 112,723 -23,623 -17%
Financial Engines Advisors
42
Financial Engines Advisors
California
$2.68M 112,044 +19,291 +21%
OWA
43
Opal Wealth Advisors
New York
$2.5M 104,467 +7,214 +7%
HHGA
44
Halbert Hargrove Global Advisors
California
$2.45M 102,505 +4,885 +5%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.44M 101,898 -79 -0.1%
LRWA
46
Long Run Wealth Advisors
New York
$2.35M 98,090 -2,318 -2%
COCM
47
Charter Oak Capital Management
New Hampshire
$2.27M 94,870 -5,578 -6%
I
48
IMPACTfolio
Colorado
$2.23M 93,462 -2,299 -2%
BCM
49
Brookstone Capital Management
Illinois
$2.18M 91,537 -566 -0.6%
AI
50
Atria Investments
North Carolina
$2.14M 89,607 +33,219 +59%
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