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

124 hedge funds and large institutions have $307M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 13 reducing their positions, and 14 closing their positions.

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
22
Increased
72
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PO
1
Private Ocean
California
$12M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.6M
3
WU
3
Wealthsimple US
New York
$4.65M
4
PI
4
PFS Investments
Georgia
$6.4M
5
BlackRock
5
BlackRock
New York
$5.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
AI
3
Atria Investments
North Carolina
$0
4
AO
4
Advisor OS
Illinois
$0
5
ACM
5
Anfield Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ATWA
76
Arbor Trust Wealth Advisors
Michigan
$423K 16,199 – –
NFG
77
Next Financial Group
Texas
$423K 16,219 +16,219 New
CFIA
78
Cantor Fitzgerald Investment Advisors
New York
$416K 15,994 -1,838 -10%
MIS
79
Morningstar Investment Services
Illinois
$400K 15,347 +2,372 +18%
PA
80
PFG Advisors
Arizona
$392K 15,076 +15,076 New
WCWM
81
Willow Creek Wealth Management
California
$363K 13,902 +13,902 New
RW
82
REDW Wealth
New Mexico
$338K 12,951 +12,951 New
TPCW
83
TD Private Client Wealth
New York
$332K 12,731 -2,551 -17%
PP
84
PDS Planning
Ohio
$322K 12,317 +44 +0.4%
RA
85
RFG Advisory
Alabama
$308K 11,788 +11,788 New
PA
86
Parkside Advisors
California
$307K 11,744 +4,054 +53%
BPA
87
Beacon Pointe Advisors
California
$291K 11,165 -1,338 -11%
5L
88
55I LLC
Massachusetts
$279K 10,670 +10,670 New
FCM
89
Firestone Capital Management
Florida
$255K 9,766 +36 +0.4%
SDWMA
90
Schneider Downs Wealth Management Advisors
Pennsylvania
$242K 9,258 +631 +7%
SPIA
91
Strategic Point Investment Advisors
Rhode Island
$237K 9,080 +9,080 New
VHAM
92
Van Hulzen Asset Management
California
$232K 8,875 – –
PAS
93
Park Avenue Securities
New York
$230K 8,817 +8,817 New
OWM
94
Orgel Wealth Management
Wisconsin
$227K 8,713 +412 +5%
PMG
95
ProVise Management Group
Florida
$224K 8,578 +843 +11%
FAAS
96
First Allied Advisory Services
California
$201K 7,702 +7,702 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$160K 6,148 +1,012 +20%
AIC
98
Archer Investment Corporation
Indiana
$147K 5,629 +2,959 +111%
TAIM
99
TD Ameritrade Investment Management
Nebraska
$142K 5,434 +1,481 +37%
SPIA
100
Steward Partners Investment Advisory
New York
$104K 3,993 -1,580 -28%
2 3
4
5 6