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

265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$9.75M
2
FPF
2
First Pacific Financial
Washington
$13.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.6M
4
Jane Street
4
Jane Street
New York
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$15.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M
3
BlackRock
3
BlackRock
New York
$92.2K
4
SA
4
Stewardship Advisors
Pennsylvania
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
101
Valeo Financial Advisors
Indiana
$892K 37,082 +37,082 New
BWM
102
Baystate Wealth Management
Massachusetts
$830K 34,496 -156 -0.5%
MMA
103
Miracle Mile Advisors
California
$824K 34,248 +1,629 +5%
EWS
104
Evergreen Wealth Solutions
Pennsylvania
$823K 34,189 -20,796 -38%
FMWA
105
Forvis Mazars Wealth Advisors
Missouri
$819K 34,023 +17,071 +101%
CI
106
CX Institutional
Indiana
$806K 33,445 +237 +0.7%
PC
107
Pecaut & Co
Iowa
$797K 33,107 – –
AFG
108
Albion Financial Group
Utah
$783K 32,524 -289 -0.9%
CA
109
CGN Advisors
Kansas
$772K 32,077 -15,776 -33%
FCIM
110
Fairview Capital Investment Management
California
$748K 31,075 +600 +2%
DC
111
Davenport & Co
Virginia
$734K 30,512 +3,893 +15%
AWS
112
Atria Wealth Solutions
New York
$728K 30,258 -18,633 -38%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$728K 30,269 +329 +1%
PP
114
PrairieView Partners
Minnesota
$711K 29,580 -27,184 -48%
UCFA
115
United Capital Financial Advisors
Texas
$704K 29,275 +3,247 +12%
BAAM
116
Baker Avenue Asset Management
California
$693K 28,818 – –
FPAS
117
Focus Partners Advisor Solutions
Missouri
$675K 28,043 +14 +0%
HighTower Advisors
118
HighTower Advisors
Illinois
$667K 27,727 -6,388 -19%
RG
119
Rathbones Group
United Kingdom
$662K 27,500 – –
EH
120
Equitable Holdings
New York
$656K 27,275 -5,375 -16%
CAN
121
Cetera Advisor Networks
California
$656K 27,247 -11,668 -30%
ODIJL
122
One Day In July LLC
Vermont
$640K 26,597 – –
VWA
123
VERITY Wealth Advisors
United States
$621K 25,816 – –
AWM
124
Axxcess Wealth Management
California
$613K 25,473 +896 +4%
AFAS
125
Acorn Financial Advisory Services
Virginia
$613K 25,467 -105 -0.4%
3 4
5
6 7