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

244 hedge funds and large institutions have $563M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 96 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
4.13%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
27
Increased
84
Reduced
96
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.82M
3
DWM
3
Destination Wealth Management
California
$7.24M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.06M
5
EWA
5
EP Wealth Advisors
California
$7.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.1M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$23.4M
4
Bank of America
4
Bank of America
North Carolina
$7.15M
5
Truist Financial
5
Truist Financial
North Carolina
$272K
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
126
VERITY Wealth Advisors
United States
$622K 25,816 +15,108 +141%
NA
127
NewEdge Advisors
Louisiana
$616K 25,553 -3,180 -11%
SPC
128
Sigma Planning Corp
Michigan
$603K 25,021 -1,311 -5%
AWS
129
Atria Wealth Solutions
New York
$600K 24,912 -1,466 -6%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$597K 24,801 -4,789 -16%
PJSIMP
131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$597K 24,727 +24,727 New
BFG
132
Berger Financial Group
Minnesota
$590K 24,477 +83 +0.3%
HGWM
133
Harvest Group Wealth Management
Massachusetts
$566K 23,199 -32 -0.1%
BPA
134
Beacon Pointe Advisors
California
$560K 23,287 -454 -2%
RA
135
RFG Advisory
Alabama
$536K 22,149 -5,528 -20%
AGA
136
Arkos Global Advisors
Texas
$534K 22,156 +6,978 +46%
HGWM
137
Horst & Graben Wealth Management
Oregon
$532K 22,072 -2,709 -11%
PHIC
138
Pine Haven Investment Counsel
Massachusetts
$524K 21,755 -247 -1%
MG
139
Mather Group
Illinois
$517K 21,459 +3,635 +20%
BSB
140
Bangor Savings Bank
Maine
$516K 21,410 -277 -1%
MIS
141
Morningstar Investment Services
Illinois
$508K 21,170 -1,706 -7%
HR
142
Hardy Reed
Mississippi
$503K 20,894 -8,928 -30%
CI
143
CX Institutional
Indiana
$486K 20,192 -2,820 -12%
RF
144
Resolute Financial
Massachusetts
$476K 19,749 -1,942 -9%
PAG
145
Private Advisor Group
New Jersey
$457K 18,954 -16,557 -47%
DHFB
146
Dixon Hubard Feinour & Brown
Virginia
$444K 18,441 +269 +1%
FWM
147
Fingerlakes Wealth Management
New York
$435K 18,069 -212 -1%
LFA
148
Legacy Financial Advisors
Kentucky
$425K 17,630 +17,630 New
PA
149
PFG Advisors
Arizona
$421K 17,495 -651 -4%
LFG
150
Larson Financial Group
Missouri
$419K 17,375 +5,492 +46%
4 5
6
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