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

246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
105
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.7M
2
EWA
2
EP Wealth Advisors
California
$9.74M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.97M
5
PL
5
Plancorp LLC
Missouri
$3.35M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.42M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.8M
4
PO
4
Private Ocean
California
$18.2M
5
OWA
5
Opal Wealth Advisors
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
HR
126
Hardy Reed
Mississippi
$525K 22,077 +3,301 +18%
AIP
127
Ameritas Investment Partners
Nebraska
$519K 21,824 -1,383 -6%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$518K 21,813 +100 +0.5%
APP
129
Avantax Planning Partners
Iowa
$512K 21,542 -14,072 -40%
SDWMA
130
Schneider Downs Wealth Management Advisors
Pennsylvania
$509K 21,434 +879 +4%
NA
131
NewEdge Advisors
Louisiana
$500K 21,019 -224 -1%
BSB
132
Bangor Savings Bank
Maine
$499K 21,010 – –
AWM
133
Aprio Wealth Management
Georgia
$488K 20,515 +788 +4%
RA
134
RFG Advisory
Alabama
$473K 19,919 -202 -1%
OPS
135
Orion Portfolio Solutions
Nebraska
$470K 19,788 +9,278 +88%
BCI
136
Brinker Capital Investments
Pennsylvania
$470K 19,788 +9,278 +88%
RPCA
137
Running Point Capital Advisors
California
$468K 19,692 – –
TWM
138
Tradition Wealth Management
Minnesota
$467K 19,647 +413 +2%
LFA
139
Legacy Financial Advisors
Kentucky
$460K 19,346 +1,462 +8%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$458K 19,267 +2,470 +15%
AF
141
Arrow Financial
New York
$456K 19,180 – –
PJSIMP
142
P.J. Schmidt Investment Management (PJS)
Wisconsin
$455K 19,307 +343 +2%
GB
143
Goepper Burkhardt
South Carolina
$452K 19,000 +2,000 +12%
AAS
144
Ameritas Advisory Services
Nebraska
$449K 18,906 +18,906 New
RCAG
145
Rehmann Capital Advisory Group
Michigan
$444K 18,664 -150 -0.8%
NA
146
Nottingham Advisors
New York
$436K 18,354 +587 +3%
AWS
147
Atria Wealth Solutions
New York
$435K 18,307 -10,792 -37%
KAS
148
Kestra Advisory Services
Texas
$432K 18,184 +1,137 +7%
PPW
149
Presilium Private Wealth
Pennsylvania
$431K 18,124 +18,124 New
MML Investors Services
150
MML Investors Services
Massachusetts
$416K 17,490 -626 -3%
4 5
6
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