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

178 hedge funds and large institutions have $485M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 19 reducing their positions, and 15 closing their positions.

Holders
178
Holders Change
+32
Holders Change %
+21.92%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
50
Increased
93
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.3M
3
MWM
3
Mattern Wealth Management
Kansas
$10.1M
4
UBS Group
4
UBS Group
Switzerland
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$16.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
FI
2
FormulaFolio Investments
Michigan
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
HPC
4
HM Payson & Co
Maine
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
176
Tortoise Investment Management
New York
$2K 75 – –
BWL
177
Bogart Wealth LLC
Virginia
$2K 77 +77 New
APA
178
American Portfolios Advisors
New York
$1.14K 44 +44 New
SWM
179
Sugarloaf Wealth Management
Georgia
$54 20 -2,075 -99%
BlackRock
180
BlackRock
New York
– – -214,530 Closed
FI
181
FormulaFolio Investments
Michigan
– – -162,675 Closed
FTUS
182
Flow Traders U.S.
New York
– – -116,136 Closed
HPC
183
HM Payson & Co
Maine
– – -112,765 Closed
PWM
184
Perigon Wealth Management
California
– – -18,841 Closed
MIS
185
Morningstar Investment Services
Illinois
– – -17,393 Closed
KAS
186
Kestra Advisory Services
Texas
– – -12,321 Closed
PMG
187
ProVise Management Group
Florida
– – -9,353 Closed
VHAM
188
Van Hulzen Asset Management
California
– – -8,875 Closed
TI
189
tru Independence
Oregon
– – -3,140 Closed
IA
190
IFS Advisors
Kansas
– – -3,131 Closed
TIAM2
191
Tru Independence Asset Management 2
Oregon
– – -2,325 Closed
ACA
192
Aptus Capital Advisors
Alabama
– – -349 Closed
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
– – -299 Closed
BWA
194
Burt Wealth Advisors
Maryland
– – -65 Closed
CFGS
195
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
196
Fidelity Investments
Massachusetts
$0 1 +1 New
4 5 6 7
8