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

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.34%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$50M
2
BlackRock
2
BlackRock
New York
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$32.1M
4
PFM
4
Parsec Financial Management
North Carolina
$6.55M
5
I
5
IMPACTfolio
Colorado
$4.34M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$0
2
Jane Street
2
Jane Street
New York
$3.04M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
PL
5
Plancorp LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFAS
126
Acorn Financial Advisory Services
Virginia
$621K 26,449 -523 -2%
VWA
127
VERITY Wealth Advisors
United States
$606K 25,816 – –
RF
128
Resolute Financial
Massachusetts
$602K 25,645 +5,896 +30%
HR
129
Hardy Reed
Mississippi
$585K 24,892 +3,998 +19%
AWS
130
Atria Wealth Solutions
New York
$582K 24,773 -139 -0.6%
HGWM
131
Harvest Group Wealth Management
Massachusetts
$529K 22,698 -501 -2%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$524K 22,289 -2,512 -10%
NA
133
NewEdge Advisors
Louisiana
$521K 22,193 -3,360 -13%
BPA
134
Beacon Pointe Advisors
California
$518K 22,098 -1,189 -5%
PHIC
135
Pine Haven Investment Counsel
Massachusetts
$510K 21,709 -46 -0.2%
BSB
136
Bangor Savings Bank
Maine
$503K 21,410 – –
MIS
137
Morningstar Investment Services
Illinois
$497K 21,215 +45 +0.2%
CI
138
CX Institutional
Indiana
$490K 20,858 +666 +3%
PJSIMP
139
P.J. Schmidt Investment Management (PJS)
Wisconsin
$486K 20,852 -3,875 -16%
LFG
140
Larson Financial Group
Missouri
$475K 20,227 +2,852 +16%
AGA
141
Arkos Global Advisors
Texas
$469K 19,977 -2,179 -10%
HGWM
142
Horst & Graben Wealth Management
Oregon
$463K 19,693 -2,379 -11%
Lido Advisors
143
Lido Advisors
California
$446K 19,000 +19,000 New
PAG
144
Private Advisor Group
New Jersey
$438K 18,661 -293 -2%
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$430K 18,291 +6,506 +55%
FWM
146
Fingerlakes Wealth Management
New York
$425K 18,092 +23 +0.1%
LFA
147
Legacy Financial Advisors
Kentucky
$411K 17,497 -133 -0.8%
BFG
148
Berger Financial Group
Minnesota
$409K 17,401 -7,076 -29%
DC
149
Davenport & Co
Virginia
$396K 16,864 – –
OWA
150
One Wealth Advisors
California
$388K 16,502 +391 +2%
4 5
6
7 8