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

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$182M
2
Wells Fargo
2
Wells Fargo
California
$30.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.4M
4
OMC
4
Old Mission Capital
Illinois
$6.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M

Top Sellers

1
MWM
1
Mattern Wealth Management
Kansas
$556K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.74M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
B
5
Bailard
California
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$687K 26,376 -2,301 -8%
CWA
102
Clearview Wealth Advisors
Oregon
$680K 26,126 +22,737 +671%
TPCW
103
TD Private Client Wealth
New York
$673K 25,843 +4,305 +20%
PR
104
Payden & Rygel
California
$644K 24,749 +7,069 +40%
SWG
105
Summit Wealth Group
Vermont
$631K 24,236 +17,741 +273%
SPC
106
Sigma Planning Corp
Michigan
$626K 24,042 +15,155 +171%
HR
107
Hardy Reed
Mississippi
$611K 23,453 +3,893 +20%
NA
108
Nottingham Advisors
New York
$597K 22,912 +1,099 +5%
CI
109
CX Institutional
Indiana
$595K 22,862 -10,105 -31%
MWA
110
MFA Wealth Advisors
Pennsylvania
$583K 22,395 -637 -3%
KAS
111
Kestra Advisory Services
Texas
$578K 22,211 +22,211 New
SB
112
Strategic Blueprint
Georgia
$565K 21,716 +21,716 New
MWM
113
Mattern Wealth Management
Kansas
$556K 21,347 -367,643 -95%
RG
114
Rathbones Group
United Kingdom
$555K 21,300 +5,650 +36%
RA
115
RFG Advisory
Alabama
$553K 21,230 +472 +2%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$528K 20,261 +8,890 +78%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$520K 19,953 +9,967 +100%
SPIA
118
Steward Partners Investment Advisory
New York
$513K 19,697 +8,365 +74%
APW
119
Austin Private Wealth
Texas
$503K 19,331 +19,331 New
CCM
120
Cribstone Capital Management
Maine
$501K 19,245 +8 +0%
CFD
121
Creative Financial Designs
Indiana
$491K 18,844 +13,239 +236%
EWM
122
Empirical Wealth Management
Washington
$484K 18,568 +10,085 +119%
GW
123
GW & Wade
Massachusetts
$467K 17,925 +247 +1%
HI
124
Harbour Investments
Wisconsin
$462K 17,755 +9,420 +113%
PA
125
PFG Advisors
Arizona
$461K 17,695 -1,480 -8%
3 4
5
6 7