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

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.2M
3
PWM
3
Perigon Wealth Management
California
$5.93M
4
OMC
4
Old Mission Capital
Illinois
$4.47M
5
SI
5
Seeds Investor
New York
$3.68M

Top Sellers

1
PO
1
Private Ocean
California
$12M
2
AI
2
Atria Investments
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.9M
5
Ameriprise
5
Ameriprise
Minnesota
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
26
Integris Wealth Management
California
$6.29M 256,794 +4,835 +2%
DAS
27
Dynamic Advisor Solutions
Arizona
$6.01M 246,655 +22,335 +10%
PWM
28
Perigon Wealth Management
California
$5.93M 242,244 +174,075 +255%
LFASL
29
Lugano Financial Advisors SA (LFA)
Switzerland
$5.58M 228,105 +66,015 +41%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.25M 214,550 -36,762 -15%
DJSG
31
D.J. St. Germain
Massachusetts
$4.97M 203,164 +24,234 +14%
EB
32
Eastern Bank
Massachusetts
$4.75M 194,223 +3,821 +2%
OMC
33
Old Mission Capital
Illinois
$4.47M 182,596 +169,295 +1,273%
MG
34
Mather Group
Illinois
$4.41M 179,958 +59,475 +49%
AC
35
Apella Capital
Connecticut
$4.37M 179,032 -8,253 -4%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$4.18M 170,631 +2,250 +1%
Financial Engines Advisors
37
Financial Engines Advisors
California
$3.81M 155,571 +27,528 +21%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$3.71M 151,400 – –
SI
39
Seeds Investor
New York
$3.68M 150,489 +150,489 New
PL
40
Plancorp LLC
Missouri
$3.61M 147,618 +6,720 +5%
HI
41
Harbour Investments
Wisconsin
$3.48M 142,216 +7,503 +6%
BMC
42
Bear Mountain Capital
Washington
$3.43M 140,055 +140,055 New
Fisher Asset Management
43
Fisher Asset Management
Washington
$3.39M 138,287 +4,473 +3%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$3.21M 130,968 -29,070 -18%
AFA
45
Arlington Financial Advisors
California
$3.15M 128,549 +2,828 +2%
FT
46
Fiduciary Trust
Massachusetts
$3.11M 126,862 +2,911 +2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.1M 126,547 -34,281 -21%
Northern Trust
48
Northern Trust
Illinois
$2.56M 104,560 +104,560 New
LRWA
49
Long Run Wealth Advisors
New York
$2.48M 101,319 -397 -0.4%
Jane Street
50
Jane Street
New York
$2.44M 99,589 -2,151 -2%
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