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

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.34%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$50M
2
BlackRock
2
BlackRock
New York
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$32.1M
4
PFM
4
Parsec Financial Management
North Carolina
$6.55M
5
I
5
IMPACTfolio
Colorado
$4.34M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$0
2
Jane Street
2
Jane Street
New York
$3.04M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
PL
5
Plancorp LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
51
Fisher Asset Management
Washington
$2.37M 100,861 -109,828 -52%
GI
52
Gradient Investments
Minnesota
$2.16M 91,844 -9,719 -10%
BAM
53
Baldrige Asset Management
Pennsylvania
$2.15M 91,717 +15,500 +20%
HI
54
Harbour Investments
Wisconsin
$2.14M 88,901 – –
SWG
55
Summit Wealth Group
Vermont
$2.04M 86,899 +10,696 +14%
HHGA
56
Halbert Hargrove Global Advisors
California
$1.82M 77,400 -14,981 -16%
SCA
57
STALEY CAPITAL ADVISERS
Pennsylvania
$1.76M 75,000 – –
RJFSA
58
Raymond James Financial Services Advisors
Florida
$1.75M 74,527 -24,557 -25%
ASN
59
Advisory Services Network
Georgia
$1.71M 72,578 -27,784 -28%
BC
60
Bartlett & Co
Ohio
$1.59M 67,551 +1,257 +2%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$1.59M 67,551 +1,257 +2%
OMC
62
Old Mission Capital
Illinois
$1.58M 67,427 -1,178 -2%
BFM
63
Boston Financial Management
Massachusetts
$1.55M 66,050 +13,792 +26%
WT
64
Whittier Trust
California
$1.49M 63,545 -11,223 -15%
UB
65
UMB Bank
Missouri
$1.49M 63,388 +867 +1%
EWS
66
Evergreen Wealth Solutions
Pennsylvania
$1.48M 62,982 +1,706 +3%
KFAA
67
Klaas Financial Asset Advisors
Illinois
$1.46M 62,018 +24,638 +66%
PA
68
Parkside Advisors
California
$1.44M 61,307 +1,006 +2%
OWA
69
Opal Wealth Advisors
New York
$1.43M 60,977 -1,348 -2%
BMD
70
Better Money Decisions
New Mexico
$1.36M 57,893 +1,875 +3%
Stifel Financial
71
Stifel Financial
Missouri
$1.33M 56,405 -15,661 -22%
EWM
72
Empirical Wealth Management
Washington
$1.31M 55,867 -4,343 -7%
BMM
73
Buffington Mohr McNeal
Idaho
$1.28M 54,618 – –
FANJ
74
Financial Architects (New Jersey)
New Jersey
$1.19M 50,437 +50,437 New
MAM
75
MMA Asset Management
Pennsylvania
$1.16M 49,356 +211 +0.4%
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