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

253 hedge funds and large institutions have $573M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
253
Holders Change
-12
Holders Change %
-4.53%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
95
Reduced
91
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.6M
2
MWM
2
Modera Wealth Management
New Jersey
$9.57M
3
AC
3
Apella Capital
Connecticut
$4.26M
4
DJSG
4
D.J. St. Germain
Massachusetts
$4.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.61M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$12.1M
2
SWG
2
Summit Wealth Group
Vermont
$2.06M
3
Ameriprise
3
Ameriprise
Minnesota
$17.7M
4
PO
4
Private Ocean
California
$21.3M
5
LWP
5
Laurel Wealth Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$563K 23,551 -3,696 -14%
AIP
127
Ameritas Investment Partners
Nebraska
$555K 23,207 +239 +1%
LFG
128
Larson Financial Group
Missouri
$527K 22,048 +954 +5%
MCWS
129
McKinley Carter Wealth Services
West Virginia
$519K 21,713 +380 +2%
NA
130
NewEdge Advisors
Louisiana
$508K 21,243 +1,902 +10%
BSB
131
Bangor Savings Bank
Maine
$502K 21,010 -75 -0.4%
FPCP
132
Fort Point Capital Partners
California
$498K 20,846 +5,399 +35%
SDWMA
133
Schneider Downs Wealth Management Advisors
Pennsylvania
$491K 20,555 – –
RA
134
RFG Advisory
Alabama
$481K 20,121 +253 +1%
FPAS
135
Focus Partners Advisor Solutions
Missouri
$478K 19,988 -8,055 -29%
AWM
136
Aprio Wealth Management
Georgia
$472K 19,727 +730 +4%
RPCA
137
Running Point Capital Advisors
California
$471K 19,692 – –
TWM
138
Tradition Wealth Management
Minnesota
$460K 19,234 +1,749 +10%
AF
139
Arrow Financial
New York
$459K 19,180 – –
GS
140
GTS Securities
New York
$457K 19,097 +19,097 New
PJSIMP
141
P.J. Schmidt Investment Management (PJS)
Wisconsin
$454K 18,964 -5,855 -24%
RCAG
142
Rehmann Capital Advisory Group
Michigan
$450K 18,814 +1,613 +9%
HR
143
Hardy Reed
Mississippi
$449K 18,776 – –
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
$437K 18,291 – –
MML Investors Services
145
MML Investors Services
Massachusetts
$433K 18,116 +6,912 +62%
EDRH
146
Edmond de Rothschild Holding
Switzerland
$433K 18,095 -1,734 -9%
LFA
147
Legacy Financial Advisors
Kentucky
$428K 17,884 +1,076 +6%
NA
148
Nottingham Advisors
New York
$425K 17,767 +1,173 +7%
NYLIM
149
New York Life Investment Management
New York
$421K 17,619 +1,350 +8%
BFG
150
Berger Financial Group
Minnesota
$416K 17,408 -416 -2%
4 5
6
7 8