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

265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$9.75M
2
FPF
2
First Pacific Financial
Washington
$13.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.6M
4
Jane Street
4
Jane Street
New York
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$15.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M
3
BlackRock
3
BlackRock
New York
$92.2K
4
SA
4
Stewardship Advisors
Pennsylvania
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
76
Buffington Mohr McNeal
Idaho
$1.29M 53,539 +221 +0.4%
FCM
77
Fortis Capital Management
Washington
$1.27M 52,848 +5,377 +11%
SPIA
78
Strategic Point Investment Advisors
Rhode Island
$1.25M 52,155 +6,465 +14%
Stifel Financial
79
Stifel Financial
Missouri
$1.24M 51,605 -7,725 -13%
MG
80
Mather Group
Illinois
$1.21M 50,483 +6,032 +14%
CHP
81
Cable Hill Partners
Oregon
$1.2M 49,979 +557 +1%
MAM
82
MMA Asset Management
Pennsylvania
$1.2M 49,920 +206 +0.4%
BC
83
Brio Consultants
California
$1.19M 49,638 +4,088 +9%
TPCW
84
TD Private Client Wealth
New York
$1.18M 48,910 +17,933 +58%
PAG
85
Private Advisor Group
New Jersey
$1.17M 48,694 -294 -0.6%
AFG
86
Affinia Financial Group
Massachusetts
$1.17M 48,495 +2,645 +6%
LFA
87
Level Financial Advisors
New York
$1.17M 48,585 -647 -1%
APP
88
Avantax Planning Partners
Iowa
$1.16M 48,125 +1,496 +3%
LWMG
89
Levy Wealth Management Group
Pennsylvania
$1.14M 47,458 +17,053 +56%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$1.11M 46,291 -2,690 -5%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$1.11M 46,150 -41,421 -47%
GW
92
GW & Wade
Massachusetts
$1.1M 45,671 +5,487 +14%
Bank Julius Baer & Co
93
Bank Julius Baer & Co
Switzerland
$1.06M 44,000 – –
CF
94
Cantor Fitzgerald
New York
$1.02M 42,378 -894 -2%
BBA
95
Braun-Bostich & Associates
Pennsylvania
$1.02M 42,286 -518 -1%
LRIA
96
Leonard Rickey Investment Advisors
Washington
$1M 41,585 -148 -0.4%
BFM
97
Boston Financial Management
Massachusetts
$991K 41,188 -16,730 -29%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$966K 40,137 +28,991 +260%
WCWM
99
Willow Creek Wealth Management
California
$951K 39,507 +6,060 +18%
UB
100
UMB Bank
Missouri
$910K 37,813 -9,380 -20%
2 3
4
5 6