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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

253 hedge funds and large institutions have $573M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
253
Holders Change
-12
Holders Change %
-4.53%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
95
Reduced
91
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIA
151
Bigelow Investment Advisors
Maine
$413K 17,258 +17,258 New
KAS
152
Kestra Advisory Services
Texas
$408K 17,047 +2,573 +18%
GB
153
Goepper Burkhardt
South Carolina
$406K 17,000
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$402K 16,797 +552 +3%
ATWA
155
Arbor Trust Wealth Advisors
Michigan
$369K 15,429
CA
156
Cetera Advisors
Colorado
$364K 15,206 +1,568 +11%
RCA
157
Resonant Capital Advisors
Wisconsin
$357K 14,936
MFGM
158
Marshall Financial Group (Maryland)
Maryland
$337K 14,074 +2,434 +21%
Truist Financial
159
Truist Financial
North Carolina
$335K 14,023 +210 +2%
BEC
160
Blue Edge Capital
Virginia
$325K 13,600 -286 -2%
T
161
TrueFG
Texas
$318K 13,305 +62 +0.5%
OWM
162
Orgel Wealth Management
Wisconsin
$316K 13,233 +457 +4%
IFAM
163
Institutional & Family Asset Management
Colorado
$314K 13,127 +31 +0.2%
B
164
Bridgeworth
Alabama
$309K 12,905 +953 +8%
DPI
165
Diversified Portfolios Inc
Michigan
$308K 12,895
WWA
166
WCG Wealth Advisors
Nevada
$304K 12,718 +984 +8%
FWM
167
Fingerlakes Wealth Management
New York
$298K 12,454 -456 -4%
CTWM
168
Cherry Tree Wealth Management
Minnesota
$294K 12,314 +12,314 New
SPC
169
Sigma Planning Corp
Michigan
$292K 12,199 +1,444 +13%
Betterment LLC
170
Betterment LLC
New York
$290K 12,149 -77,279 -86%
RIS
171
Retirement Income Solutions
Michigan
$289K 12,074
SVWAG
172
Sound View Wealth Advisors Group
Georgia
$285K 11,933
CCMI
173
Creative Capital Management Investments
California
$283K 11,837
PA
174
PFG Advisors
Arizona
$281K 11,743 -2,748 -19%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$279K 11,686 -1,184 -9%