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

146 hedge funds and large institutions have $360M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
146
Holders Change
+22
Holders Change %
+17.74%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
73
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PO
1
Private Ocean
California
$18.8M
2
Ameriprise
2
Ameriprise
Minnesota
$10.1M
3
Bank of America
3
Bank of America
North Carolina
$14.6M
4
FI
4
FormulaFolio Investments
Michigan
$4.26M
5
PI
5
PFS Investments
Georgia
$9.85M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.5M
2
PP
2
Prudential plc
United Kingdom
$0
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
PR
5
Payden & Rygel
California
$463K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Mascoma Wealth Management
New Hampshire
$538K 20,548 +20,548 New
HR
77
Hardy Reed
Mississippi
$501K 19,149 +19,149 New
DJSG
78
D.J. St. Germain
Massachusetts
$497K 18,998 +1,438 +8%
PWM
79
Perigon Wealth Management
California
$493K 18,841 -12,886 -41%
PA
80
PFG Advisors
Arizona
$493K 18,828 +3,752 +25%
RA
81
RFG Advisory
Alabama
$465K 17,777 +5,989 +51%
PR
82
Payden & Rygel
California
$463K 17,680 -22,120 -56%
CCM
83
Cribstone Capital Management
Maine
$455K 17,371 -1,951 -10%
MIS
84
Morningstar Investment Services
Illinois
$455K 17,393 +2,046 +13%
ATWA
85
Arbor Trust Wealth Advisors
Michigan
$424K 16,199 – –
OPS
86
Orion Portfolio Solutions
Nebraska
$407K 15,554 -3,034 -16%
GBBWRPM
87
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$391K 14,923 +14,923 New
AGA
88
Arkos Global Advisors
Texas
$389K 14,865 -4,920 -25%
WCWM
89
Willow Creek Wealth Management
California
$378K 14,425 +523 +4%
RCA
90
Resonant Capital Advisors
Wisconsin
$373K 14,249 +14,249 New
AFAS
91
Acorn Financial Advisory Services
Virginia
$352K 13,430 +13,430 New
RW
92
REDW Wealth
New Mexico
$350K 13,351 +400 +3%
TPCW
93
TD Private Client Wealth
New York
$333K 12,731 – –
KAS
94
Kestra Advisory Services
Texas
$322K 12,321 +12,321 New
PP
95
PDS Planning
Ohio
$317K 12,100 -217 -2%
PAS
96
Park Avenue Securities
New York
$297K 11,352 +2,535 +29%
SWM
97
SeaCrest Wealth Management
New York
$293K 11,193 +11,193 New
BPA
98
Beacon Pointe Advisors
California
$288K 11,057 -108 -1%
AFG
99
Albion Financial Group
Utah
$288K 10,993 +10,993 New
CFIA
100
Cantor Fitzgerald Investment Advisors
New York
$278K 10,631 -5,363 -34%
2 3
4
5 6