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

244 hedge funds and large institutions have $563M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 96 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
4.13%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
27
Increased
84
Reduced
96
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.82M
3
DWM
3
Destination Wealth Management
California
$7.24M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.06M
5
EWA
5
EP Wealth Advisors
California
$7.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.1M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$23.4M
4
Bank of America
4
Bank of America
North Carolina
$7.15M
5
Truist Financial
5
Truist Financial
North Carolina
$272K
Name Market Value Shares Shares
Change 		Shares
Change %
DC
151
Davenport & Co
Virginia
$406K 16,864 – –
OWA
152
One Wealth Advisors
California
$388K 16,111 -16,430 -50%
RIS
153
Retirement Income Solutions
Michigan
$385K 15,990 +15,990 New
FPCP
154
Fort Point Capital Partners
California
$378K 15,695 – –
BDFN
155
Bond & Devick Financial Network
Minnesota
$376K 15,627 -9,203 -37%
AF
156
Arrow Financial
New York
$374K 15,520 -65,616 -81%
ATWA
157
Arbor Trust Wealth Advisors
Michigan
$372K 15,429 -770 -5%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$365K 15,153 -1,390 -8%
RCA
159
Resonant Capital Advisors
Wisconsin
$360K 14,936 – –
TWM
160
Tradition Wealth Management
Minnesota
$358K 14,850 -362 -2%
NYLIM
161
New York Life Investment Management
New York
$347K 14,407 +369 +3%
CL
162
CPWM LLC
Washington
$343K 14,257 -25,055 -64%
PP
163
PDS Planning
Ohio
$341K 14,159 -223 -2%
BEC
164
Blue Edge Capital
Virginia
$338K 14,030 +358 +3%
IFAM
165
Institutional & Family Asset Management
Colorado
$337K 13,996 -1,676 -11%
T
166
TrueFG
Texas
$330K 13,683 -87 -0.6%
SDWMA
167
Schneider Downs Wealth Management Advisors
Pennsylvania
$324K 13,446 -380 -3%
RBA
168
Richard Bernstein Advisors
New York
$323K 13,411 +13,411 New
V
169
Veritable
Delaware
$313K 12,984 – –
RW
170
REDW Wealth
New Mexico
$311K 12,914 – –
EPP
171
ETF Portfolio Partners
Kansas
$311K 12,896 +10 +0.1%
AAS
172
Ameritas Advisory Services
Nebraska
$304K 12,615 +1,713 +16%
MFGM
173
Marshall Financial Group (Maryland)
Maryland
$302K 12,518 +3,259 +35%
OWM
174
Orgel Wealth Management
Wisconsin
$301K 12,497 +2,553 +26%
FCM
175
Firestone Capital Management
Florida
$299K 12,400 -6,313 -34%
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