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

178 hedge funds and large institutions have $485M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 19 reducing their positions, and 15 closing their positions.

Holders
178
Holders Change
+32
Holders Change %
+21.92%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
50
Increased
93
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.3M
3
MWM
3
Mattern Wealth Management
Kansas
$10.1M
4
UBS Group
4
UBS Group
Switzerland
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$16.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
FI
2
FormulaFolio Investments
Michigan
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
HPC
4
HM Payson & Co
Maine
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
RG
101
Rathbones Group
United Kingdom
$407K 15,650 +15,650 New
SHJ
102
Sharkey, Howes & Javer
Colorado
$399K 15,346 +15,346 New
RW
103
REDW Wealth
New Mexico
$396K 15,244 +1,893 +14%
WCWM
104
Willow Creek Wealth Management
California
$386K 14,846 +421 +3%
PP
105
PDS Planning
Ohio
$385K 14,819 +2,719 +22%
AGA
106
Arkos Global Advisors
Texas
$383K 14,755 -110 -0.7%
Prudential Financial
107
Prudential Financial
New Jersey
$350K 13,467 +13,467 New
ODCM
108
Old Dominion Capital Management
Virginia
$346K 13,314 +13,314 New
OPS
109
Orion Portfolio Solutions
Nebraska
$343K 13,190 -2,364 -15%
OWA
110
One Wealth Advisors
California
$319K 12,283 +12,283 New
Creative Planning
111
Creative Planning
Kansas
$314K 12,102 +3,824 +46%
LRIA
112
Leonard Rickey Investment Advisors
Washington
$313K 12,052 +12,052 New
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$300K 11,549 +11,549 New
BDFN
114
Bond & Devick Financial Network
Minnesota
$295K 11,344 +11,344 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$295K 11,371 +11,371 New
SPIA
116
Steward Partners Investment Advisory
New York
$294K 11,332 +5,968 +111%
G
117
GenTrust
Florida
$289K 11,150 +11,150 New
BPA
118
Beacon Pointe Advisors
California
$285K 11,060 +3 +0%
KLI
119
Kelman-Lazarov Inc
Tennessee
$284K 10,927 +10,927 New
CFIA
120
Cantor Fitzgerald Investment Advisors
New York
$278K 10,631 – –
SDWMA
121
Schneider Downs Wealth Management Advisors
Pennsylvania
$263K 10,136 +305 +3%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$259K 9,986 +1,453 +17%
FCM
123
Firestone Capital Management
Florida
$258K 9,919 +2,598 +35%
OWM
124
Orgel Wealth Management
Wisconsin
$250K 9,640 +812 +9%
SPIA
125
Strategic Point Investment Advisors
Rhode Island
$239K 9,185 – –
3 4
5
6 7