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

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.34%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$50M
2
BlackRock
2
BlackRock
New York
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$32.1M
4
PFM
4
Parsec Financial Management
North Carolina
$6.55M
5
I
5
IMPACTfolio
Colorado
$4.34M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$0
2
Jane Street
2
Jane Street
New York
$3.04M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
PL
5
Plancorp LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
151
RFG Advisory
Alabama
$377K 16,156 -5,993 -27%
RPCA
152
Running Point Capital Advisors
California
$375K 15,957 +4,554 +40%
FPCP
153
Fort Point Capital Partners
California
$369K 15,695 – –
UCFA
154
United Capital Financial Advisors
Texas
$369K 15,718 +4,138 +36%
PA
155
Parallel Advisors
California
$368K 15,675 -23,264 -60%
PA
156
PFG Advisors
Arizona
$367K 15,623 -1,872 -11%
AF
157
Arrow Financial
New York
$365K 15,520 – –
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$363K 15,466 +313 +2%
ATWA
159
Arbor Trust Wealth Advisors
Michigan
$362K 15,429 – –
SDWMA
160
Schneider Downs Wealth Management Advisors
Pennsylvania
$355K 15,126 +1,680 +12%
EDRH
161
Edmond de Rothschild Holding
Switzerland
$351K 14,932 -32,468 -68%
RCA
162
Resonant Capital Advisors
Wisconsin
$351K 14,936 – –
TWM
163
Tradition Wealth Management
Minnesota
$351K 14,949 +99 +0.7%
NYLIM
164
New York Life Investment Management
New York
$347K 14,758 +351 +2%
Truist Financial
165
Truist Financial
North Carolina
$347K 14,753 +3,476 +31%
PP
166
PrairieView Partners
Minnesota
$335K 14,281 +9,176 +180%
PP
167
PDS Planning
Ohio
$334K 14,231 +72 +0.5%
BEC
168
Blue Edge Capital
Virginia
$327K 13,924 -106 -0.8%
RIS
169
Retirement Income Solutions
Michigan
$327K 13,932 -2,058 -13%
IFAM
170
Institutional & Family Asset Management
Colorado
$323K 13,771 -225 -2%
T
171
TrueFG
Texas
$321K 13,683 – –
CF
172
Corrigan Financial
Rhode Island
$312K 13,283 +1,137 +9%
AAS
173
Ameritas Advisory Services
Nebraska
$311K 13,255 +640 +5%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$306K 13,027 +13,027 New
RW
175
REDW Wealth
New Mexico
$303K 12,914 – –
5 6
7
8 9