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

246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
105
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.7M
2
EWA
2
EP Wealth Advisors
California
$9.74M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.97M
5
PL
5
Plancorp LLC
Missouri
$3.35M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.42M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.8M
4
PO
4
Private Ocean
California
$18.2M
5
OWA
5
Opal Wealth Advisors
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
26
Integris Wealth Management
California
$5.99M 251,959 -1,737 -0.7%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.97M 251,312 +138,589 +123%
DAS
28
Dynamic Advisor Solutions
Arizona
$5.33M 224,320 +5,879 +3%
EB
29
Eastern Bank
Massachusetts
$4.53M 190,402 +3,827 +2%
AC
30
Apella Capital
Connecticut
$4.45M 187,285 +9,174 +5%
DJSG
31
D.J. St. Germain
Massachusetts
$4.25M 178,930 +7,326 +4%
WFAG
32
Wescott Financial Advisory Group
Pennsylvania
$4M 168,381 +941 +0.6%
LFASL
33
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M 162,090 +162,090 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.82M 160,828 +9,732 +6%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$3.81M 160,038 -31,300 -16%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$3.6M 151,400 -4,500 -3%
PL
37
Plancorp LLC
Missouri
$3.35M 140,898 +85,985 +157%
HI
38
Harbour Investments
Wisconsin
$3.2M 134,713 +1,556 +1%
Fisher Asset Management
39
Fisher Asset Management
Washington
$3.18M 133,814 +7,716 +6%
Financial Engines Advisors
40
Financial Engines Advisors
California
$3.04M 128,043 +15,999 +14%
AFA
41
Arlington Financial Advisors
California
$2.99M 125,721 -3,735 -3%
FT
42
Fiduciary Trust
Massachusetts
$2.95M 123,951 +2,816 +2%
MG
43
Mather Group
Illinois
$2.86M 120,483 +41,499 +53%
AI
44
Atria Investments
North Carolina
$2.49M 104,705 +15,098 +17%
Jane Street
45
Jane Street
New York
$2.42M 101,740 -1,012,217 -91%
LRWA
46
Long Run Wealth Advisors
New York
$2.42M 101,716 +3,626 +4%
COCM
47
Charter Oak Capital Management
New Hampshire
$2.33M 98,181 +3,311 +3%
KFAA
48
Klaas Financial Asset Advisors
Illinois
$2.32M 97,588 +13,033 +15%
I
49
IMPACTfolio
Colorado
$2.27M 95,659 +2,197 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.27M 95,390 -6,508 -6%
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