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

246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
105
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.7M
2
EWA
2
EP Wealth Advisors
California
$9.74M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.97M
5
PL
5
Plancorp LLC
Missouri
$3.35M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.42M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.8M
4
PO
4
Private Ocean
California
$18.2M
5
OWA
5
Opal Wealth Advisors
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
EDRH
151
Edmond de Rothschild Holding
Switzerland
$409K 17,195 -900 -5%
AFAS
152
Acorn Financial Advisory Services
Virginia
$386K 16,260 -9,207 -36%
BFG
153
Berger Financial Group
Minnesota
$376K 15,834 -1,574 -9%
ATWA
154
Arbor Trust Wealth Advisors
Michigan
$367K 15,429 – –
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$359K 15,095 +15,095 New
RCA
156
Resonant Capital Advisors
Wisconsin
$355K 14,936 – –
PAG
157
Private Advisor Group
New Jersey
$349K 14,690 -24,746 -63%
AssetMark Inc
158
AssetMark Inc
California
$335K 14,108 +3,756 +36%
Truist Financial
159
Truist Financial
North Carolina
$335K 14,076 +53 +0.4%
BEC
160
Blue Edge Capital
Virginia
$334K 14,031 +431 +3%
MFGM
161
Marshall Financial Group (Maryland)
Maryland
$332K 13,982 -92 -0.7%
T
162
TrueFG
Texas
$330K 13,882 +577 +4%
FPCP
163
Fort Point Capital Partners
California
$328K 13,812 -7,034 -34%
IFAM
164
Institutional & Family Asset Management
Colorado
$319K 13,416 +289 +2%
OMC
165
Old Mission Capital
Illinois
$316K 13,301 +13,301 New
CA
166
Cetera Advisors
Colorado
$316K 13,274 -1,932 -13%
B
167
Bridgeworth
Alabama
$307K 12,905 – –
DPI
168
Diversified Portfolios Inc
Michigan
$307K 12,895 – –
AWE
169
Avidian Wealth Enterprises
Texas
$306K 12,887 +12,887 New
BPA
170
Beacon Pointe Advisors
California
$296K 12,455 +2,831 +29%
CTWM
171
Cherry Tree Wealth Management
Minnesota
$293K 12,314 – –
SPC
172
Sigma Planning Corp
Michigan
$290K 12,209 +10 +0.1%
Betterment LLC
173
Betterment LLC
New York
$288K 12,119 -30 -0.2%
BIA
174
Bigelow Investment Advisors
Maine
$286K 12,027 -5,231 -30%
AIA
175
Ally Invest Advisors
North Carolina
$285K 11,978 +11,978 New
5 6
7
8 9