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

246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
105
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.7M
2
EWA
2
EP Wealth Advisors
California
$9.74M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.97M
5
PL
5
Plancorp LLC
Missouri
$3.35M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.42M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.8M
4
PO
4
Private Ocean
California
$18.2M
5
OWA
5
Opal Wealth Advisors
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$2.13M 90,423 -1,114 -1%
HHGA
52
Halbert Hargrove Global Advisors
California
$2.11M 88,837 -13,668 -13%
FFM
53
Flagstone Financial Management
Nebraska
$2.09M 88,060 +22,587 +34%
SWG
54
Summit Wealth Group
Vermont
$2.04M 85,794 -251 -0.3%
ACA
55
Affinity Capital Advisors
California
$2.01M 84,722 -29,853 -26%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.99M 83,921 +58,277 +227%
BMD
57
Better Money Decisions
New Mexico
$1.97M 82,955 +501 +0.6%
PR
58
Payden & Rygel
California
$1.97M 82,849 – –
PRIG
59
Payden & Rygel Investment Group
California
$1.97M 82,849 +82,849 New
AI
60
Accredited Investors
Minnesota
$1.94M 81,485 +6,617 +9%
CTC
61
Central Trust Company
Missouri
$1.86M 78,402 -5,436 -6%
EWM
62
Empirical Wealth Management
Washington
$1.81M 76,133 +2,009 +3%
SCA
63
STALEY CAPITAL ADVISERS
Pennsylvania
$1.78M 75,000 – –
OFG
64
Omega Financial Group
California
$1.72M 72,437 -5,822 -7%
MWM
65
Mascoma Wealth Management
New Hampshire
$1.71M 71,889 -1,969 -3%
Corient Private Wealth
66
Corient Private Wealth
Florida
$1.68M 70,746 -1,260 -2%
FCM
67
Fortis Capital Management
Washington
$1.65M 69,524 +4,128 +6%
PWM
68
Perigon Wealth Management
California
$1.62M 68,169 +7,574 +12%
BC
69
Brio Consultants
California
$1.61M 67,893 +14,513 +27%
ASN
70
Advisory Services Network
Georgia
$1.5M 63,217 -17,211 -21%
RCG
71
Regatta Capital Group
California
$1.5M 63,216 +3,123 +5%
BCWM
72
Bartlett & Co Wealth Management
Ohio
$1.48M 62,114 -1,742 -3%
BC
73
Bartlett & Co
Ohio
$1.48M 62,114 -1,742 -3%
OCM
74
One Capital Management
California
$1.47M 61,870 +254 +0.4%
LWMG
75
Levy Wealth Management Group
Pennsylvania
$1.45M 60,842 +3,085 +5%
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