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

246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
105
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.7M
2
EWA
2
EP Wealth Advisors
California
$9.74M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.97M
5
PL
5
Plancorp LLC
Missouri
$3.35M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.42M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.8M
4
PO
4
Private Ocean
California
$18.2M
5
OWA
5
Opal Wealth Advisors
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
CPCM
76
Cardinal Point Capital Management
Ontario, Canada
$1.43M 60,303 – –
PA
77
Parkside Advisors
California
$1.42M 59,875 -6,862 -10%
SAG
78
SageView Advisory Group
California
$1.41M 59,339 +2,846 +5%
JFA
79
JNBA Financial Advisors
Minnesota
$1.39M 58,416 +2,551 +5%
TPCW
80
TD Private Client Wealth
New York
$1.3M 54,592 +2,233 +4%
SPIA
81
Strategic Point Investment Advisors
Rhode Island
$1.27M 53,380 +955 +2%
RJA
82
Raymond James & Associates
Florida
$1.25M 52,401 -3,926 -7%
OWA
83
Opal Wealth Advisors
New York
$1.23M 51,903 -52,564 -50%
CAN
84
Cetera Advisor Networks
California
$1.19M 50,241 +26,690 +113%
Stifel Financial
85
Stifel Financial
Missouri
$1.17M 49,099 +1,728 +4%
FGAM
86
Financial Gravity Asset Management
Texas
$1.13M 16,226 +14,745 +996%
SFS
87
Sowell Financial Services
Arkansas
$1.13M 47,372 -6,072 -11%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$1.1M 46,261 -1,263 -3%
LRIA
89
Leonard Rickey Investment Advisors
Washington
$1.08M 45,582 -681 -1%
CA
90
CGN Advisors
Kansas
$1.06M 44,682 +13,078 +41%
Bank Julius Baer & Co
91
Bank Julius Baer & Co
Switzerland
$1.06M 44,541 +1,350 +3%
CF
92
Cantor Fitzgerald
New York
$1.04M 43,744 +991 +2%
CHP
93
Cable Hill Partners
Oregon
$1.03M 43,381 -7,738 -15%
WCWM
94
Willow Creek Wealth Management
California
$1.02M 42,912 +8,678 +25%
UCFA
95
United Capital Financial Advisors
Texas
$985K 41,437 +7,214 +21%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$982K 41,305 +41,305 New
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$975K 41,038 +1,401 +4%
BFM
98
Boston Financial Management
Massachusetts
$953K 40,106 +768 +2%
VFA
99
Valeo Financial Advisors
Indiana
$929K 39,089 +2,084 +6%
GW
100
GW & Wade
Massachusetts
$918K 38,626 -5,820 -13%
2 3
4
5 6