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

217 hedge funds and large institutions have $591M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 12 closing their positions.

Holders
217
Holders Change
+8
Holders Change %
+3.83%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
117
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$71.5M
3
LPL Financial
3
LPL Financial
California
$11.3M
4
PO
4
Private Ocean
California
$28.3M
5
PR
5
Payden & Rygel
California
$2.87M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$122M
2
Jane Street
2
Jane Street
New York
$616K
3
SA
3
Stewardship Advisors
Pennsylvania
$6.76M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.5M
5
KFS
5
Kelly Financial Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCIM
101
Fairview Capital Investment Management
California
$735K 28,325 – –
TPCW
102
TD Private Client Wealth
New York
$691K 26,609 +766 +3%
UB
103
UMB Bank
Missouri
$686K 26,395 -50 -0.2%
GW
104
GW & Wade
Massachusetts
$675K 25,981 +8,056 +45%
BAAM
105
Baker Avenue Asset Management
California
$659K 25,378 +12,313 +94%
EWM
106
Empirical Wealth Management
Washington
$650K 25,024 +6,456 +35%
LWP
107
Laurel Wealth Planning
Minnesota
$641K 24,658 +24,658 New
HR
108
Hardy Reed
Mississippi
$627K 24,150 +697 +3%
Jane Street
109
Jane Street
New York
$616K 23,698 -243,141 -91%
CI
110
CX Institutional
Indiana
$597K 22,978 +116 +0.5%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$595K 22,909 +2,648 +13%
CCM
112
Cribstone Capital Management
Maine
$590K 22,707 +3,462 +18%
MWA
113
MFA Wealth Advisors
Pennsylvania
$582K 22,395 – –
BPA
114
Beacon Pointe Advisors
California
$567K 21,811 +10,861 +99%
MWM
115
Mattern Wealth Management
Kansas
$548K 21,081 -266 -1%
CA
116
CGN Advisors
Kansas
$531K 20,448 -12,364 -38%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$524K 20,166 +213 +1%
WCWM
118
Willow Creek Wealth Management
California
$509K 19,598 +3,922 +25%
OPS
119
Orion Portfolio Solutions
Nebraska
$501K 19,272 +2,197 +13%
PA
120
PFG Advisors
Arizona
$497K 19,113 +1,418 +8%
OCM
121
One Capital Management
California
$496K 19,110 +7,960 +71%
BDFN
122
Bond & Devick Financial Network
Minnesota
$486K 18,693 +5,335 +40%
BSB
123
Bangor Savings Bank
Maine
$465K 17,895 +3,355 +23%
NFG
124
Next Financial Group
Texas
$462K 17,801 +1,895 +12%
IFAM
125
Institutional & Family Asset Management
Colorado
$449K 17,271 +2,005 +13%
3 4
5
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