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

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$182M
2
Wells Fargo
2
Wells Fargo
California
$30.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.4M
4
OMC
4
Old Mission Capital
Illinois
$6.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M

Top Sellers

1
MWM
1
Mattern Wealth Management
Kansas
$556K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.74M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
B
5
Bailard
California
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
126
SigFig Wealth Management
California
$447K 17,158 +17,158 New
OPS
127
Orion Portfolio Solutions
Nebraska
$445K 17,075 +3,885 +29%
WA
128
Wealth Alliance
New York
$428K 16,425 +16,425 New
ATWA
129
Arbor Trust Wealth Advisors
Michigan
$422K 16,199 – –
NFG
130
Next Financial Group
Texas
$414K 15,906 +7,783 +96%
WCWM
131
Willow Creek Wealth Management
California
$408K 15,676 +830 +6%
IFAM
132
Institutional & Family Asset Management
Colorado
$398K 15,266 -15,677 -51%
ODCM
133
Old Dominion Capital Management
Virginia
$398K 15,301 +1,987 +15%
RCA
134
Resonant Capital Advisors
Wisconsin
$389K 14,936 -3,426 -19%
AGA
135
Arkos Global Advisors
Texas
$387K 14,857 +102 +0.7%
AWM
136
AE Wealth Management
Kansas
$386K 14,834 +14,834 New
BSB
137
Bangor Savings Bank
Maine
$379K 14,540 +14,540 New
PP
138
PDS Planning
Ohio
$370K 14,212 -607 -4%
SPAS
139
Spectrum Planning & Advisory Services
California
$366K 14,066 +14,066 New
G
140
GenTrust
Florida
$350K 13,445 +2,295 +21%
BDFN
141
Bond & Devick Financial Network
Minnesota
$348K 13,358 +2,014 +18%
BAAM
142
Baker Avenue Asset Management
California
$340K 13,065 +13,065 New
WCFA
143
Walkner Condon Financial Advisors
Wisconsin
$338K 13,001 +1,452 +13%
TAIM
144
TD Ameritrade Investment Management
Nebraska
$337K 12,928 +5,831 +82%
FCM
145
Firestone Capital Management
Florida
$331K 12,697 +2,778 +28%
IWC
146
Integrated Wealth Concepts
Massachusetts
$318K 12,226 +3,025 +33%
NCM
147
Northwest Capital Management
Oregon
$318K 12,180 +12,180 New
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$305K 11,717 +9,462 +420%
Creative Planning
149
Creative Planning
Kansas
$295K 11,330 -772 -6%
OCM
150
One Capital Management
California
$290K 11,150 +11,150 New
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6
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