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

244 hedge funds and large institutions have $563M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 96 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
4.13%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
27
Increased
84
Reduced
96
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.82M
3
DWM
3
Destination Wealth Management
California
$7.24M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.06M
5
EWA
5
EP Wealth Advisors
California
$7.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.1M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$23.4M
4
Bank of America
4
Bank of America
North Carolina
$7.15M
5
Truist Financial
5
Truist Financial
North Carolina
$272K
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$2.54M 105,507 -8,898 -8%
FT
52
Fiduciary Trust
Massachusetts
$2.5M 103,819 +55,696 +116%
GI
53
Gradient Investments
Minnesota
$2.45M 101,563 -25,604 -20%
ASN
54
Advisory Services Network
Georgia
$2.42M 100,362 -52,638 -34%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$2.39M 99,084 -31,148 -24%
I
56
IMPACTfolio
Colorado
$2.31M 95,996 +4,895 +5%
HHGA
57
Halbert Hargrove Global Advisors
California
$2.23M 92,381 +48,891 +112%
HI
58
Harbour Investments
Wisconsin
$2.14M 88,901 +88,901 New
BAM
59
Baldrige Asset Management
Pennsylvania
$1.84M 76,217 -48,214 -39%
SWG
60
Summit Wealth Group
Vermont
$1.84M 76,203 +3,374 +5%
SCA
61
STALEY CAPITAL ADVISERS
Pennsylvania
$1.81M 75,000 -7,000 -9%
WT
62
Whittier Trust
California
$1.8M 74,768 -6,319 -8%
GWM
63
Grand Wealth Management
Michigan
$1.74M 72,045 +6,932 +11%
Stifel Financial
64
Stifel Financial
Missouri
$1.74M 72,066 +9,064 +14%
OMC
65
Old Mission Capital
Illinois
$1.65M 68,605 +68,605 New
BCWM
66
Bartlett & Co Wealth Management
Ohio
$1.6M 66,294 -1,659 -2%
BC
67
Bartlett & Co
Ohio
$1.6M 66,294 -1,659 -2%
UB
68
UMB Bank
Missouri
$1.51M 62,521 +7,321 +13%
OWA
69
Opal Wealth Advisors
New York
$1.5M 62,325 +15,908 +34%
EWS
70
Evergreen Wealth Solutions
Pennsylvania
$1.48M 61,276 +2,303 +4%
PA
71
Parkside Advisors
California
$1.45M 60,301 -178 -0.3%
EWM
72
Empirical Wealth Management
Washington
$1.45M 60,210 +2,179 +4%
BMD
73
Better Money Decisions
New Mexico
$1.35M 56,018 +14,160 +34%
BMM
74
Buffington Mohr McNeal
Idaho
$1.32M 54,618 – –
OFG
75
Omega Financial Group
California
$1.3M 54,040 +31,013 +135%
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