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

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.2M
3
PWM
3
Perigon Wealth Management
California
$5.93M
4
OMC
4
Old Mission Capital
Illinois
$4.47M
5
SI
5
Seeds Investor
New York
$3.68M

Top Sellers

1
PO
1
Private Ocean
California
$12M
2
AI
2
Atria Investments
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.9M
5
Ameriprise
5
Ameriprise
Minnesota
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
126
Whittier Trust
California
$634K 25,903 – –
VWA
127
VERITY Wealth Advisors
United States
$630K 25,716 -1,981 -7%
ODIJL
128
One Day In July LLC
Vermont
$629K 25,695 – –
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$622K 25,418 +6,151 +32%
OPS
130
Orion Portfolio Solutions
Nebraska
$587K 24,045 +4,257 +22%
BCI
131
Brinker Capital Investments
Pennsylvania
$587K 24,045 +4,257 +22%
FPAS
132
Focus Partners Advisor Solutions
Missouri
$580K 23,694 +40 +0.2%
MCWS
133
McKinley Carter Wealth Services
West Virginia
$560K 22,872 +1,059 +5%
AFG
134
Albion Financial Group
Utah
$551K 22,513 -10,209 -31%
LFG
135
Larson Financial Group
Missouri
$547K 22,344 -19 -0.1%
AIP
136
Ameritas Investment Partners
Nebraska
$538K 21,966 +142 +0.7%
PJSIMP
137
P.J. Schmidt Investment Management (PJS)
Wisconsin
$537K 21,909 +2,602 +13%
SDWMA
138
Schneider Downs Wealth Management Advisors
Pennsylvania
$535K 21,854 +420 +2%
CHP
139
Cable Hill Partners
Oregon
$531K 21,740 -21,641 -50%
B
140
Birchbrook
Maine
$527K 21,546 +21,546 New
APP
141
Avantax Planning Partners
Iowa
$526K 21,488 -54 -0.3%
BSB
142
Bangor Savings Bank
Maine
$512K 20,910 -100 -0.5%
HR
143
Hardy Reed
Mississippi
$508K 20,748 -1,329 -6%
BWM
144
Baystate Wealth Management
Massachusetts
$501K 20,445 -5,033 -20%
TWM
145
Tradition Wealth Management
Minnesota
$500K 20,416 +769 +4%
RA
146
RFG Advisory
Alabama
$497K 20,283 +364 +2%
AF
147
Arrow Financial
New York
$470K 19,180 – –
AWS
148
Atria Wealth Solutions
New York
$466K 19,050 +743 +4%
AssetMark Inc
149
AssetMark Inc
California
$462K 18,854 +4,746 +34%
KAS
150
Kestra Advisory Services
Texas
$449K 18,348 +164 +0.9%
4 5
6
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