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

265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$9.75M
2
FPF
2
First Pacific Financial
Washington
$13.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.6M
4
Jane Street
4
Jane Street
New York
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$15.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M
3
BlackRock
3
BlackRock
New York
$92.2K
4
SA
4
Stewardship Advisors
Pennsylvania
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$2.1M 87,311 +46,593 +114%
BMD
52
Better Money Decisions
New Mexico
$2.02M 83,753 +22,809 +37%
PR
53
Payden & Rygel
California
$1.99M 82,849 -17,000 -17%
OFG
54
Omega Financial Group
California
$1.99M 82,516 +5,353 +7%
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$1.8M 75,000 – –
AI
56
Accredited Investors
Minnesota
$1.76M 73,125 +7,777 +12%
KFAA
57
Klaas Financial Asset Advisors
Illinois
$1.7M 70,737 +2,490 +4%
EWM
58
Empirical Wealth Management
Washington
$1.68M 69,888 +11,339 +19%
FFM
59
Flagstone Financial Management
Nebraska
$1.56M 64,869 +524 +0.8%
BCWM
60
Bartlett & Co Wealth Management
Ohio
$1.55M 64,226 -246 -0.4%
BC
61
Bartlett & Co
Ohio
$1.55M 64,226 -246 -0.4%
PA
62
Parkside Advisors
California
$1.54M 63,859 +2,996 +5%
ASN
63
Advisory Services Network
Georgia
$1.53M 63,606 -17,754 -22%
JBA
64
Johnson Bixby & Associates
Washington
$1.49M 62,088 +2,880 +5%
GWM
65
Grand Wealth Management
Michigan
$1.49M 62,056 +28,997 +88%
OCM
66
One Capital Management
California
$1.48M 61,530 -99,862 -62%
CPWMP
67
Cardinal Point Wealth Management Partners
California
$1.44M 59,873 -9,805 -14%
CPCM
68
Cardinal Point Capital Management
Ontario, Canada
$1.44M 59,873 -9,805 -14%
RJA
69
Raymond James & Associates
Florida
$1.42M 59,216 -32,313 -35%
SAG
70
SageView Advisory Group
California
$1.42M 59,192 +217 +0.4%
EWA
71
EP Wealth Advisors
California
$1.4M 15,965 -346,652 -96%
GI
72
Gradient Investments
Minnesota
$1.36M 56,637 -12,041 -18%
AI
73
Atria Investments
North Carolina
$1.36M 56,388 +56,388 New
FANJ
74
Financial Architects (New Jersey)
New Jersey
$1.31M 54,507 +4,121 +8%
JFA
75
JNBA Financial Advisors
Minnesota
$1.29M 53,687 +3,718 +7%
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