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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BAAM
126
Baker Avenue Asset Management
California
$685K 28,818
FPAS
127
Focus Partners Advisor Solutions
Missouri
$666K 28,029 +1,567 +6%
CCM
128
Cribstone Capital Management
Maine
$662K 27,851 -542 -2%
LGWM
129
Litman Gregory Wealth Management
California
$661K 27,812 +16,675 +150%
RG
130
Rathbones Group
United Kingdom
$654K 27,500
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$653K 27,478 -19,888 -42%
DC
132
Davenport & Co
Virginia
$633K 26,619 +9,755 +58%
ODIJL
133
One Day In July LLC
Vermont
$632K 26,597 -115 -0.4%
UCFA
134
United Capital Financial Advisors
Texas
$619K 26,028 +10,310 +66%
VWA
135
VERITY Wealth Advisors
United States
$614K 25,816
HGWM
136
Horst & Graben Wealth Management
Oregon
$609K 25,626 +5,933 +30%
AFAS
137
Acorn Financial Advisory Services
Virginia
$608K 25,572 -877 -3%
WT
138
Whittier Trust
California
$602K 25,318 -38,227 -60%
AWM
139
Axxcess Wealth Management
California
$584K 24,577 +24,577 New
SPC
140
Sigma Planning Corp
Michigan
$577K 24,287 -3,984 -14%
RF
141
Resolute Financial
Massachusetts
$573K 24,087 -1,558 -6%
KAS
142
Kestra Advisory Services
Texas
$560K 23,579 +11,867 +101%
Lido Advisors
143
Lido Advisors
California
$551K 23,192 +4,192 +22%
AIP
144
Ameritas Investment Partners
Nebraska
$547K 23,003 -4,749 -17%
HGWM
145
Harvest Group Wealth Management
Massachusetts
$541K 22,751 +53 +0.2%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$517K 21,749 +897 +4%
MCWS
147
McKinley Carter Wealth Services
West Virginia
$517K 21,729 -560 -3%
BSB
148
Bangor Savings Bank
Maine
$509K 21,410
PHIC
149
Pine Haven Investment Counsel
Massachusetts
$500K 21,040 -669 -3%
SDWMA
150
Schneider Downs Wealth Management Advisors
Pennsylvania
$489K 20,555 +5,429 +36%