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

217 hedge funds and large institutions have $591M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 12 closing their positions.

Holders
217
Holders Change
+8
Holders Change %
+3.83%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
117
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$71.5M
3
LPL Financial
3
LPL Financial
California
$11.3M
4
PO
4
Private Ocean
California
$28.3M
5
PR
5
Payden & Rygel
California
$2.87M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$122M
2
Jane Street
2
Jane Street
New York
$616K
3
SA
3
Stewardship Advisors
Pennsylvania
$6.76M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.5M
5
KFS
5
Kelly Financial Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DL
151
DOHJ LLC
Washington
$315K 12,195 +12,195 New
AWM
152
AE Wealth Management
Kansas
$309K 11,897 -2,937 -20%
NA
153
Nottingham Advisors
New York
$298K 11,455 -11,457 -50%
SDWMA
154
Schneider Downs Wealth Management Advisors
Pennsylvania
$280K 10,790 +768 +8%
CFD
155
Creative Financial Designs
Indiana
$275K 10,574 -8,270 -44%
KLI
156
Kelman-Lazarov Inc
Tennessee
$273K 10,524 +1,729 +20%
SPIA
157
Strategic Point Investment Advisors
Rhode Island
$258K 9,915 +205 +2%
OWM
158
Orgel Wealth Management
Wisconsin
$257K 9,884 +60 +0.6%
William Blair & Company
159
William Blair & Company
Illinois
$253K 9,751 -16,625 -63%
RW
160
REDW Wealth
New Mexico
$253K 9,744 – –
CA
161
Cetera Advisors
Colorado
$251K 9,668 +9,668 New
WA
162
Wealth Alliance
New York
$249K 9,569 -6,856 -42%
COF
163
Capital One Financial
Virginia
$249K 9,578 -164 -2%
CW
164
CreativeOne Wealth
Kansas
$241K 9,272 +716 +8%
LFG
165
Larson Financial Group
Missouri
$241K 9,271 +1,493 +19%
CWAG
166
Compton Wealth Advisory Group
Virginia
$237K 9,125 – –
VWA
167
VERITY Wealth Advisors
United States
$227K 8,727 – –
AIC
168
Ameritas Investment Company
Nebraska
$220K 8,461 +8,461 New
BEC
169
Blue Edge Capital
Virginia
$218K 8,384 +8,384 New
SWM
170
SeaCrest Wealth Management
New York
$212K 8,144 -23,187 -74%
Deutsche Bank
171
Deutsche Bank
Germany
$212K 8,156 +1,420 +21%
JBA
172
Johnson Bixby & Associates
Washington
$210K 8,097 +8,097 New
WIA
173
World Investment Advisors
California
$209K 8,049 -2,533 -24%
GIA
174
Goodwin Investment Advisory
Georgia
$209K 8,066 +6,063 +303%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$207K 7,979 +7,979 New
5 6
7
8 9