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

88 hedge funds and large institutions have $153M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
47
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Stewardship Advisors
Pennsylvania
$6.52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.2M
3
RWP
3
RWA Wealth Partners
Massachusetts
$4.34M
4
EVM
4
Eaton Vance Management
Massachusetts
$2.45M
5
ACM
5
Anfield Capital Management
California
$1.18M

Top Sellers

1
Jane Street
1
Jane Street
New York
$751K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AI
3
Atria Investments
North Carolina
$0
4
Citigroup
4
Citigroup
New York
$12K
5
APSP
5
Asset Planning Services (Pennsylvania)
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIS
51
Morningstar Investment Services
Illinois
$344K 13,518 +2,201 +19%
WT
52
Whittier Trust
California
$326K 12,811 – –
BPA
53
Beacon Pointe Advisors
California
$324K 12,771 +231 +2%
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$273K 10,721 +10,721 New
MML Investors Services
55
MML Investors Services
Massachusetts
$266K 10,453 -2,419 -19%
WR
56
Watson Rebecca
$263K 10,327 +10,327 New
ATWA
57
Arbor Trust Wealth Advisors
Michigan
$258K 10,163 +10,163 New
SPIA
58
Steward Partners Investment Advisory
New York
$254K 10,025 +21 +0.2%
Stifel Financial
59
Stifel Financial
Missouri
$254K 9,967 +9,967 New
CTC
60
Central Trust Company
Missouri
$242K 9,532 +9,532 New
SDWMA
61
Schneider Downs Wealth Management Advisors
Pennsylvania
$229K 9,014 – –
TAIM
62
TD Ameritrade Investment Management
Nebraska
$228K 8,979 +944 +12%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$207K 8,150 +8,150 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$162K 6,447 -1,515 -19%
FCM
65
Firestone Capital Management
Florida
$147K 5,786 +5,786 New
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$124K 4,887 +2,538 +108%
FCA
67
FinTrust Capital Advisors
South Carolina
$115K 4,534 – –
ASN
68
Advisory Services Network
Georgia
$114K 4,499 +4,108 +1,051%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$103K 4,039 +1,673 +71%
AIC
70
Archer Investment Corporation
Indiana
$75K 2,938 +1,763 +150%
EDRH
71
Edmond de Rothschild Holding
Switzerland
$70K 2,753 +2,753 New
AF
72
Advisornet Financial
Minnesota
$69K 2,700 – –
AIC
73
Ameritas Investment Company
Nebraska
$44K 1,749 +16 +0.9%
SFS
74
Sowell Financial Services
Arkansas
$39K 1,531 +14 +0.9%
AssetMark Inc
75
AssetMark Inc
California
$35K 1,390 +799 +135%
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3
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