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

265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$9.75M
2
FPF
2
First Pacific Financial
Washington
$13.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.6M
4
Jane Street
4
Jane Street
New York
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$15.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M
3
BlackRock
3
BlackRock
New York
$92.2K
4
SA
4
Stewardship Advisors
Pennsylvania
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
151
Legacy Financial Advisors
Kentucky
$404K 16,808 +203 +1%
NA
152
Nottingham Advisors
New York
$399K 16,594 +5,413 +48%
MIS
153
Morningstar Investment Services
Illinois
$398K 16,580 -939 -5%
NYLIM
154
New York Life Investment Management
New York
$391K 16,269 +657 +4%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$391K 16,245 +173 +1%
FPCP
156
Fort Point Capital Partners
California
$372K 15,447 -248 -2%
ATWA
157
Arbor Trust Wealth Advisors
Michigan
$371K 15,429 – –
MWM
158
Modera Wealth Management
New Jersey
$366K 15,195 -990 -6%
RCA
159
Resonant Capital Advisors
Wisconsin
$359K 14,936 – –
PA
160
PFG Advisors
Arizona
$349K 14,491 -150 -1%
KAS
161
Kestra Advisory Services
Texas
$348K 14,474 -9,105 -39%
G
162
GenTrust
Florida
$347K 14,434 -1,316 -8%
BPA
163
Beacon Pointe Advisors
California
$344K 14,298 -1,975 -12%
BEC
164
Blue Edge Capital
Virginia
$334K 13,886 -602 -4%
Truist Financial
165
Truist Financial
North Carolina
$332K 13,813 -523 -4%
PP
166
PDS Planning
Ohio
$331K 13,741 -177 -1%
CA
167
Cetera Advisors
Colorado
$328K 13,638 -3,438 -20%
AAS
168
Ameritas Advisory Services
Nebraska
$326K 13,521 +180 +1%
T
169
TrueFG
Texas
$319K 13,243 +516 +4%
IFAM
170
Institutional & Family Asset Management
Colorado
$315K 13,096 -584 -4%
RW
171
REDW Wealth
New Mexico
$311K 12,914 – –
FWM
172
Fingerlakes Wealth Management
New York
$311K 12,910 -4,477 -26%
DPI
173
Diversified Portfolios Inc
Michigan
$310K 12,895 – –
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$310K 12,870 -14,608 -53%
OWM
175
Orgel Wealth Management
Wisconsin
$307K 12,776 +1,300 +11%
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7
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