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

248 hedge funds and large institutions have $682M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
248
Holders Change
+31
Holders Change %
+14.29%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
117
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$46.6M
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$33.4M
3
Jane Street
3
Jane Street
New York
$11.9M
4
AA
4
Alesco Advisors
New York
$6.98M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$5.17M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$85.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.2M
4
Bank of America
4
Bank of America
North Carolina
$10.6M
5
Wells Fargo
5
Wells Fargo
California
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
101
Halbert Hargrove Global Advisors
California
$924K 36,037 +299 +0.8%
WS
102
Wedbush Securities
California
$888K 34,633 -3,507 -9%
WP
103
WealthSource Partners
California
$882K 34,378 -31,856 -48%
CHP
104
Cable Hill Partners
Oregon
$864K 33,692 +17,308 +106%
EWM
105
Empirical Wealth Management
Washington
$851K 33,173 +8,149 +33%
AIP
106
Ameritas Investment Partners
Nebraska
$848K 33,078 +2,553 +8%
NA
107
Nottingham Advisors
New York
$829K 32,305 +20,850 +182%
Prudential Financial
108
Prudential Financial
New Jersey
$816K 31,566 -25,806 -45%
GW
109
GW & Wade
Massachusetts
$816K 31,828 +5,847 +23%
LFA
110
Level Financial Advisors
New York
$796K 31,035 +31,035 New
CA
111
CGN Advisors
Kansas
$795K 30,987 +10,539 +52%
LRWA
112
Long Run Wealth Advisors
New York
$784K 30,486 +30,486 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$779K 30,394 +14,693 +94%
HR
114
Hardy Reed
Mississippi
$765K 29,822 +5,672 +23%
FCIM
115
Fairview Capital Investment Management
California
$742K 28,950 +625 +2%
BFG
116
Berger Financial Group
Minnesota
$737K 28,728 +21 +0.1%
RG
117
Rathbones Group
United Kingdom
$705K 27,500 -4,000 -13%
CCM
118
Cribstone Capital Management
Maine
$694K 27,066 +4,359 +19%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$693K 26,998 +4,089 +18%
FPF
120
First Pacific Financial
Washington
$680K 26,495 +26,495 New
IAIM
121
Industrial Alliance Investment Management
Quebec, Canada
$672K 26,200 +26,200 New
SPC
122
Sigma Planning Corp
Michigan
$655K 25,519 -7,053 -22%
BAAM
123
Baker Avenue Asset Management
California
$651K 25,378 – –
CTC
124
Central Trust Company
Missouri
$631K 24,583 -4,481 -15%
WCWM
125
Willow Creek Wealth Management
California
$627K 24,455 +4,857 +25%
3 4
5
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