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

253 hedge funds and large institutions have $573M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
253
Holders Change
-12
Holders Change %
-4.53%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
95
Reduced
91
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.6M
2
MWM
2
Modera Wealth Management
New Jersey
$9.57M
3
AC
3
Apella Capital
Connecticut
$4.26M
4
DJSG
4
D.J. St. Germain
Massachusetts
$4.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.61M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$12.1M
2
SWG
2
Summit Wealth Group
Vermont
$2.06M
3
Ameriprise
3
Ameriprise
Minnesota
$17.7M
4
PO
4
Private Ocean
California
$21.3M
5
LWP
5
Laurel Wealth Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
101
Willow Creek Wealth Management
California
$819K 34,234 -5,273 -13%
UCFA
102
United Capital Financial Advisors
Texas
$818K 34,223 +4,948 +17%
UB
103
UMB Bank
Missouri
$804K 33,622 -4,191 -11%
WT
104
Whittier Trust
California
$803K 33,603 +8,285 +33%
AFG
105
Albion Financial Group
Utah
$784K 32,792 +268 +0.8%
CA
106
CGN Advisors
Kansas
$756K 31,604 -473 -1%
FCIM
107
Fairview Capital Investment Management
California
$743K 31,075 – –
DC
108
Davenport & Co
Virginia
$739K 30,903 +391 +1%
William Blair & Company
109
William Blair & Company
Illinois
$726K 30,357 +6,340 +26%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$724K 30,277 +8 +0%
PP
111
PrairieView Partners
Minnesota
$719K 30,108 +528 +2%
BBA
112
Braun-Bostich & Associates
Pennsylvania
$715K 29,917 -12,369 -29%
AWS
113
Atria Wealth Solutions
New York
$696K 29,099 -1,159 -4%
BAAM
114
Baker Avenue Asset Management
California
$689K 28,818 – –
MMA
115
Miracle Mile Advisors
California
$687K 28,719 -5,529 -16%
LGWM
116
Litman Gregory Wealth Management
California
$674K 28,205 +28,205 New
BWM
117
Baystate Wealth Management
Massachusetts
$671K 28,081 -6,415 -19%
RG
118
Rathbones Group
United Kingdom
$658K 27,500 – –
EH
119
Equitable Holdings
New York
$653K 27,303 +28 +0.1%
VWA
120
VERITY Wealth Advisors
United States
$617K 25,816 – –
ODIJL
121
One Day In July LLC
Vermont
$614K 25,695 -902 -3%
HighTower Advisors
122
HighTower Advisors
Illinois
$611K 25,644 -2,083 -8%
AFAS
123
Acorn Financial Advisory Services
Virginia
$609K 25,467 – –
AWM
124
Axxcess Wealth Management
California
$595K 24,891 -582 -2%
PHIC
125
Pine Haven Investment Counsel
Massachusetts
$589K 24,629 +2,589 +12%
3 4
5
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