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

253 hedge funds and large institutions have $573M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
253
Holders Change
-12
Holders Change %
-4.53%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
95
Reduced
91
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.6M
2
MWM
2
Modera Wealth Management
New Jersey
$9.57M
3
AC
3
Apella Capital
Connecticut
$4.26M
4
DJSG
4
D.J. St. Germain
Massachusetts
$4.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.61M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$12.1M
2
SWG
2
Summit Wealth Group
Vermont
$2.06M
3
Ameriprise
3
Ameriprise
Minnesota
$17.7M
4
PO
4
Private Ocean
California
$21.3M
5
LWP
5
Laurel Wealth Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$1.35M 56,327 -2,889 -5%
JFA
77
JNBA Financial Advisors
Minnesota
$1.34M 55,865 +2,178 +4%
PL
78
Plancorp LLC
Missouri
$1.31M 54,913 +54,913 New
SFS
79
Sowell Financial Services
Arkansas
$1.28M 53,444 +53,444 New
BC
80
Brio Consultants
California
$1.28M 53,380 +3,742 +8%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$1.26M 52,896 -1,611 -3%
SPIA
82
Strategic Point Investment Advisors
Rhode Island
$1.25M 52,425 +270 +0.5%
TPCW
83
TD Private Client Wealth
New York
$1.25M 52,359 +3,449 +7%
CHP
84
Cable Hill Partners
Oregon
$1.22M 51,119 +1,140 +2%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$1.14M 47,524 +1,233 +3%
Stifel Financial
86
Stifel Financial
Missouri
$1.13M 47,371 -4,234 -8%
AFG
87
Affinia Financial Group
Massachusetts
$1.13M 47,254 -1,241 -3%
LRIA
88
Leonard Rickey Investment Advisors
Washington
$1.11M 46,263 +4,678 +11%
LFA
89
Level Financial Advisors
New York
$1.08M 45,328 -3,257 -7%
GW
90
GW & Wade
Massachusetts
$1.06M 44,446 -1,225 -3%
Bank Julius Baer & Co
91
Bank Julius Baer & Co
Switzerland
$1.03M 43,191 -809 -2%
CF
92
Cantor Fitzgerald
New York
$1.02M 42,753 +375 +0.9%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$948K 39,637 -6,513 -14%
PAG
94
Private Advisor Group
New Jersey
$944K 39,436 -9,258 -19%
BFM
95
Boston Financial Management
Massachusetts
$941K 39,338 -1,850 -4%
JBA
96
Johnson Bixby & Associates
Washington
$932K 38,966 -23,122 -37%
VFA
97
Valeo Financial Advisors
Indiana
$885K 37,005 -77 -0.2%
APP
98
Avantax Planning Partners
Iowa
$852K 35,614 -12,511 -26%
CI
99
CX Institutional
Indiana
$833K 34,850 +1,405 +4%
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
$829K 34,689 +666 +2%
2 3
4
5 6