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

253 hedge funds and large institutions have $573M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
253
Holders Change
-12
Holders Change %
-4.53%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
95
Reduced
91
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.6M
2
MWM
2
Modera Wealth Management
New Jersey
$9.57M
3
AC
3
Apella Capital
Connecticut
$4.26M
4
DJSG
4
D.J. St. Germain
Massachusetts
$4.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.61M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$12.1M
2
SWG
2
Summit Wealth Group
Vermont
$2.06M
3
Ameriprise
3
Ameriprise
Minnesota
$17.7M
4
PO
4
Private Ocean
California
$21.3M
5
LWP
5
Laurel Wealth Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWG
51
Summit Wealth Group
Vermont
$2.06M 86,045 -2,007,921 -96%
KFAA
52
Klaas Financial Asset Advisors
Illinois
$2.02M 84,555 +13,818 +20%
CTC
53
Central Trust Company
Missouri
$2M 83,838 -26,215 -24%
PR
54
Payden & Rygel
California
$1.98M 82,849 – –
BMD
55
Better Money Decisions
New Mexico
$1.97M 82,454 -1,299 -2%
ASN
56
Advisory Services Network
Georgia
$1.92M 80,428 +16,822 +26%
MG
57
Mather Group
Illinois
$1.89M 78,984 +28,501 +56%
OFG
58
Omega Financial Group
California
$1.87M 78,259 -4,257 -5%
SCA
59
STALEY CAPITAL ADVISERS
Pennsylvania
$1.79M 75,000 – –
AI
60
Accredited Investors
Minnesota
$1.79M 74,868 +1,743 +2%
EWM
61
Empirical Wealth Management
Washington
$1.77M 74,124 +4,236 +6%
MWM
62
Mascoma Wealth Management
New Hampshire
$1.77M 73,858 -55,262 -43%
Corient Private Wealth
63
Corient Private Wealth
Florida
$1.72M 72,006 -15,305 -18%
PA
64
Parkside Advisors
California
$1.6M 66,737 +2,878 +5%
GWM
65
Grand Wealth Management
Michigan
$1.57M 65,568 +3,512 +6%
FFM
66
Flagstone Financial Management
Nebraska
$1.57M 65,473 +604 +0.9%
FCM
67
Fortis Capital Management
Washington
$1.56M 65,396 +12,548 +24%
BC
68
Bartlett & Co
Ohio
$1.53M 63,856 -370 -0.6%
BCWM
69
Bartlett & Co Wealth Management
Ohio
$1.53M 63,856 -370 -0.6%
OCM
70
One Capital Management
California
$1.47M 61,616 +86 +0.1%
PWM
71
Perigon Wealth Management
California
$1.45M 60,595 +60,595 New
CPCM
72
Cardinal Point Capital Management
Ontario, Canada
$1.44M 60,303 +430 +0.7%
RCG
73
Regatta Capital Group
California
$1.44M 60,093 +60,093 New
LWMG
74
Levy Wealth Management Group
Pennsylvania
$1.38M 57,757 +10,299 +22%
SAG
75
SageView Advisory Group
California
$1.35M 56,493 -2,699 -5%
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