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

265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$9.75M
2
FPF
2
First Pacific Financial
Washington
$13.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.6M
4
Jane Street
4
Jane Street
New York
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$15.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M
3
BlackRock
3
BlackRock
New York
$92.2K
4
SA
4
Stewardship Advisors
Pennsylvania
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
126
Whittier Trust
California
$609K 25,318 – –
PJSIMP
127
P.J. Schmidt Investment Management (PJS)
Wisconsin
$598K 24,819 +3,070 +14%
William Blair & Company
128
William Blair & Company
Illinois
$578K 24,017 +5,771 +32%
Lido Advisors
129
Lido Advisors
California
$558K 23,192 – –
AIP
130
Ameritas Investment Partners
Nebraska
$553K 22,968 -35 -0.2%
PHIC
131
Pine Haven Investment Counsel
Massachusetts
$530K 22,040 +1,000 +5%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$513K 21,333 -396 -2%
LFG
133
Larson Financial Group
Missouri
$508K 21,094 +605 +3%
BSB
134
Bangor Savings Bank
Maine
$507K 21,085 -325 -2%
SDWMA
135
Schneider Downs Wealth Management Advisors
Pennsylvania
$495K 20,555 – –
AGA
136
Arkos Global Advisors
Texas
$492K 20,433 – –
RA
137
RFG Advisory
Alabama
$478K 19,868 +113 +0.6%
EDRH
138
Edmond de Rothschild Holding
Switzerland
$477K 19,829 +2,412 +14%
RPCA
139
Running Point Capital Advisors
California
$474K 19,692 – –
NA
140
NewEdge Advisors
Louisiana
$465K 19,341 -14,062 -42%
AF
141
Arrow Financial
New York
$461K 19,180 – –
AWM
142
Aprio Wealth Management
Georgia
$457K 18,997 +18,997 New
HR
143
Hardy Reed
Mississippi
$452K 18,776 -202 -1%
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
$440K 18,291 – –
B
145
Bailard
California
$429K 17,841 -18,836 -51%
BFG
146
Berger Financial Group
Minnesota
$429K 17,824 +512 +3%
TWM
147
Tradition Wealth Management
Minnesota
$421K 17,485 +573 +3%
BIA
148
Bigelow Investment Advisors
Maine
– – -17,658 Closed
RCAG
149
Rehmann Capital Advisory Group
Michigan
$414K 17,201 -1,084 -6%
GB
150
Goepper Burkhardt
South Carolina
$409K 17,000 +7,500 +79%
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