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

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M
2
MIA
2
Milestone Investment Advisors
Wisconsin
$9.63M
3
PI
3
PFS Investments
Georgia
$16.9M
4
Ameriprise
4
Ameriprise
Minnesota
$29.9M
5
IWM
5
Integris Wealth Management
California
$5.25M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.59M
2
CGL
2
Clarius Group LLC
Washington
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.1M
5
BCM
5
Brookstone Capital Management
Illinois
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
JBA
76
Johnson Bixby & Associates
Washington
$1.41M 59,208 +11,465 +24%
SAG
77
SageView Advisory Group
California
$1.4M 58,975 +58,975 New
EWM
78
Empirical Wealth Management
Washington
$1.39M 58,549 +2,682 +5%
BFM
79
Boston Financial Management
Massachusetts
$1.38M 57,918 -8,132 -12%
PP
80
PrairieView Partners
Minnesota
$1.35M 56,764 +42,483 +297%
EWS
81
Evergreen Wealth Solutions
Pennsylvania
$1.31M 54,985 -7,997 -13%
BMM
82
Buffington Mohr McNeal
Idaho
$1.27M 53,318 -1,300 -2%
Financial Engines Advisors
83
Financial Engines Advisors
California
$1.26M 53,034 +9,793 +23%
FANJ
84
Financial Architects (New Jersey)
New Jersey
$1.2M 50,386 -51 -0.1%
JFA
85
JNBA Financial Advisors
Minnesota
$1.19M 49,969 +8,164 +20%
MAM
86
MMA Asset Management
Pennsylvania
$1.18M 49,714 +358 +0.7%
CHP
87
Cable Hill Partners
Oregon
$1.17M 49,422 +3,906 +9%
LFA
88
Level Financial Advisors
New York
$1.17M 49,232 +9,663 +24%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$1.16M 48,981 -25,546 -34%
AWS
90
Atria Wealth Solutions
New York
$1.16M 48,891 +24,118 +97%
CA
91
CGN Advisors
Kansas
$1.14M 47,853 -555 -1%
FCM
92
Fortis Capital Management
Washington
$1.13M 47,471 +5,045 +12%
UB
93
UMB Bank
Missouri
$1.12M 47,193 -16,195 -26%
LRWA
94
Long Run Wealth Advisors
New York
$1.12M 46,987 +13,503 +40%
APP
95
Avantax Planning Partners
Iowa
$1.11M 46,629 +9,326 +25%
AFG
96
Affinia Financial Group
Massachusetts
$1.1M 45,850 +45,850 New
SPIA
97
Strategic Point Investment Advisors
Rhode Island
$1.09M 45,690 +34,365 +303%
BC
98
Brio Consultants
California
$1.08M 45,550 +4,461 +11%
MG
99
Mather Group
Illinois
$1.06M 44,451 +6,762 +18%
OWA
100
One Wealth Advisors
California
$1.05M 44,214 +27,712 +168%
2 3
4
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