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

241 hedge funds and large institutions have $618M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 34 closing their positions.

Holders
241
Holders Change
-7
Holders Change %
-2.82%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
76
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76.4M
2
FPF
2
First Pacific Financial
Washington
$9.04M
3
DWM
3
Destination Wealth Management
California
$3.85M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$3.78M
5
Wells Fargo
5
Wells Fargo
California
$30.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.9M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$29.6M
3
Jane Street
3
Jane Street
New York
$4.81M
4
PAG
4
Private Advisor Group
New Jersey
$875K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
76
MMA Asset Management
Pennsylvania
$1.19M 49,085 +218 +0.4%
FT
77
Fiduciary Trust
Massachusetts
$1.19M 48,123 +438 +0.9%
HighTower Advisors
78
HighTower Advisors
Illinois
$1.18M 48,068 -13,441 -22%
WCWM
79
Willow Creek Wealth Management
California
$1.17M 47,631 +23,176 +95%
OWA
80
Opal Wealth Advisors
New York
$1.14M 46,417 -13,961 -23%
TPCW
81
TD Private Client Wealth
New York
$1.14M 46,206 +31,539 +215%
LRIA
82
Leonard Rickey Investment Advisors
Washington
$1.12M 45,319 +7,016 +18%
Bank Julius Baer & Co
83
Bank Julius Baer & Co
Switzerland
$1.08M 44,000 – –
APP
84
Avantax Planning Partners
Iowa
$1.08M 43,633 +43,633 New
HHGA
85
Halbert Hargrove Global Advisors
California
$1.07M 43,490 +7,453 +21%
BBA
86
Braun-Bostich & Associates
Pennsylvania
$1.07M 43,415 +43,415 New
RCAG
87
Rehmann Capital Advisory Group
Michigan
$1.07M 43,386 -10,147 -19%
EDRH
88
Edmond de Rothschild Holding
Switzerland
$1.04M 42,010 +4,296 +11%
FANJ
89
Financial Architects (New Jersey)
New Jersey
$1.03M 41,841 -4 -0%
BMD
90
Better Money Decisions
New Mexico
$1.03M 41,858 +500 +1%
LFA
91
Level Financial Advisors
New York
$1.01M 41,155 +10,120 +33%
CL
92
CPWM LLC
Washington
$968K 39,312 +3,009 +8%
MML Investors Services
93
MML Investors Services
Massachusetts
$939K 38,113 -63,004 -62%
AFAS
94
Acorn Financial Advisory Services
Virginia
$916K 37,210 -2,640 -7%
AFG
95
Albion Financial Group
Utah
$899K 36,481 +85 +0.2%
EH
96
Equitable Holdings
New York
$884K 35,901 -19,575 -35%
GW
97
GW & Wade
Massachusetts
$882K 35,813 +3,985 +13%
5L
98
55I LLC
Massachusetts
$880K 35,721 -73,920 -67%
PAG
99
Private Advisor Group
New Jersey
$875K 35,511 -175,142 -83%
LRWA
100
Long Run Wealth Advisors
New York
$863K 35,266 +4,780 +16%
2 3
4
5 6