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

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M
2
MIA
2
Milestone Investment Advisors
Wisconsin
$9.63M
3
PI
3
PFS Investments
Georgia
$16.9M
4
Ameriprise
4
Ameriprise
Minnesota
$29.9M
5
IWM
5
Integris Wealth Management
California
$5.25M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.59M
2
CGL
2
Clarius Group LLC
Washington
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.1M
5
BCM
5
Brookstone Capital Management
Illinois
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank Julius Baer & Co
101
Bank Julius Baer & Co
Switzerland
$1.05M 44,000 +694 +2%
CF
102
Cantor Fitzgerald
New York
$1.03M 43,272 +328 +0.8%
BBA
103
Braun-Bostich & Associates
Pennsylvania
$1.02M 42,804 +252 +0.6%
CTC
104
Central Trust Company
Missouri
$1.02M 42,716 -1,841 -4%
LRIA
105
Leonard Rickey Investment Advisors
Washington
$992K 41,733 -3,776 -8%
PAS
106
Park Avenue Securities
New York
$973K 40,928 +40,928 New
Corient Private Wealth
107
Corient Private Wealth
Florida
$968K 40,718 +40,718 New
GW
108
GW & Wade
Massachusetts
$955K 40,184 +6,364 +19%
CAN
109
Cetera Advisor Networks
California
$925K 38,915 +38,915 New
B
110
Bailard
California
$872K 36,677 -10,558 -22%
BWM
111
Baystate Wealth Management
Massachusetts
$824K 34,652 +126 +0.4%
HighTower Advisors
112
HighTower Advisors
Illinois
$810K 34,115 -15,215 -31%
WCWM
113
Willow Creek Wealth Management
California
$795K 33,447 -10,806 -24%
NA
114
NewEdge Advisors
Louisiana
$794K 33,403 +11,210 +51%
CI
115
CX Institutional
Indiana
$789K 33,208 +12,350 +59%
PC
116
Pecaut & Co
Iowa
$787K 33,107 +98 +0.3%
GWM
117
Grand Wealth Management
Michigan
$786K 33,059 -11,240 -25%
AFG
118
Albion Financial Group
Utah
$780K 32,813 +3,382 +11%
EH
119
Equitable Holdings
New York
$776K 32,650 +4,193 +15%
MMA
120
Miracle Mile Advisors
California
$775K 32,619 -2,602 -7%
TPCW
121
TD Private Client Wealth
New York
$736K 30,977 -13,575 -30%
FCIM
122
Fairview Capital Investment Management
California
$724K 30,475 +200 +0.7%
LWMG
123
Levy Wealth Management Group
Pennsylvania
$723K 30,405 +901 +3%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$711K 29,940 -914 -3%
IA
125
IFP Advisors
Florida
$689K 28,168 +142 +0.5%
3 4
5
6 7