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

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.2M
3
PWM
3
Perigon Wealth Management
California
$5.93M
4
OMC
4
Old Mission Capital
Illinois
$4.47M
5
SI
5
Seeds Investor
New York
$3.68M

Top Sellers

1
PO
1
Private Ocean
California
$12M
2
AI
2
Atria Investments
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.9M
5
Ameriprise
5
Ameriprise
Minnesota
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
76
Bartlett & Co
Ohio
$1.56M 63,876 +1,762 +3%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$1.56M 63,876 +1,762 +3%
AWM
78
Aprio Wealth Management
Georgia
$1.54M 62,720 +42,205 +206%
PA
79
Parkside Advisors
California
$1.53M 62,623 +2,748 +5%
ACA
80
Affinity Capital Advisors
California
$1.52M 61,988 -22,734 -27%
OCM
81
One Capital Management
California
$1.51M 61,883 +13 +0%
MWM
82
Mascoma Wealth Management
New Hampshire
$1.5M 61,460 -10,429 -15%
FPCP
83
Fort Point Capital Partners
California
$1.5M 61,128 +47,316 +343%
ASN
84
Advisory Services Network
Georgia
$1.49M 60,943 -2,274 -4%
CPCM
85
Cardinal Point Capital Management
Ontario, Canada
$1.49M 60,723 +420 +0.7%
LWMG
86
Levy Wealth Management Group
Pennsylvania
$1.48M 60,611 -231 -0.4%
PSA
87
Plum Street Advisors
Louisiana
$1.47M 60,045 +60,045 New
JFA
88
JNBA Financial Advisors
Minnesota
$1.43M 58,394 -22 -0%
OWA
89
Opal Wealth Advisors
New York
$1.42M 57,883 +5,980 +12%
Stifel Financial
90
Stifel Financial
Missouri
$1.35M 54,957 +5,858 +12%
TPCW
91
TD Private Client Wealth
New York
$1.34M 54,830 +238 +0.4%
FGAM
92
Financial Gravity Asset Management
Texas
$1.34M 24,624 +8,398 +52%
GW
93
GW & Wade
Massachusetts
$1.23M 50,330 +11,704 +30%
SFA
94
Sequoia Financial Advisors
Ohio
$1.22M 49,988 +49,988 New
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$1.2M 49,088 +7,783 +19%
LRIA
96
Leonard Rickey Investment Advisors
Washington
$1.2M 48,851 +3,269 +7%
CAN
97
Cetera Advisor Networks
California
$1.18M 48,103 -2,138 -4%
EH
98
Equitable Holdings
New York
$1.13M 46,186 +10,748 +30%
Bank Julius Baer & Co
99
Bank Julius Baer & Co
Switzerland
$1.08M 44,000 -541 -1%
CFIA
100
Cantor Fitzgerald Investment Advisors
New York
$1.05M 42,979 +42,979 New
2 3
4
5 6