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

178 hedge funds and large institutions have $485M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 19 reducing their positions, and 15 closing their positions.

Holders
178
Holders Change
+32
Holders Change %
+21.92%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
50
Increased
93
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.3M
3
MWM
3
Mattern Wealth Management
Kansas
$10.1M
4
UBS Group
4
UBS Group
Switzerland
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$16.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
FI
2
FormulaFolio Investments
Michigan
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
HPC
4
HM Payson & Co
Maine
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$73K 2,821 +1,700 +152%
TF
152
TimeScale Financial
Massachusetts
$70K 2,712 +169 +7%
4FG
153
4Thought Financial Group
New York
$65K 2,519 +2,519 New
WFA
154
Wells Financial Advisors
Massachusetts
$62K 2,392 +1,800 +304%
GWM
155
Geneos Wealth Management
Colorado
$59K 2,272 – –
SFS
156
Sowell Financial Services
Arkansas
$59K 2,250 +719 +47%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$58K 2,255 +2,255 New
IA
158
IFP Advisors
Florida
$50K 1,960 +1,960 New
EIP
159
Ellis Investment Partners
Pennsylvania
$45K 1,747 +934 +115%
AA
160
Ancora Advisors
Ohio
$31K 1,209 +1,209 New
RIM
161
Rockbridge Investment Management
New York
$29K 1,108 +80 +8%
CCM
162
Covington Capital Management
California
$26K 1,000 +1,000 New
WP
163
WealthShield Partners
North Carolina
$21K 812 +812 New
GIA
164
Goodwin Investment Advisory
Georgia
$19K 738 +390 +112%
RWG
165
Regal Wealth Group
California
$12K 456 – –
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$12K 470 +470 New
CPFP
167
Clear Perspectives Financial Planning
Ohio
$10K 400 +400 New
AF
168
Advisornet Financial
Minnesota
$6K 230 – –
KFAA
169
Klaas Financial Asset Advisors
Illinois
$6K 245 +245 New
KFS
170
Kelly Financial Services
Massachusetts
$5.4K 208 +208 New
PP
171
PrairieView Partners
Minnesota
$5K 193 +193 New
ADL
172
Asset Dedication LLC
California
$4K 169 +169 New
CB
173
Community Bank
New York
$2K 75 -25 -25%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$2K 81 -10 -11%
PAI
175
Pittenger & Anderson Inc
Nebraska
$2K 90 – –
4 5 6
7
8