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

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$182M
2
Wells Fargo
2
Wells Fargo
California
$30.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.4M
4
OMC
4
Old Mission Capital
Illinois
$6.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M

Top Sellers

1
MWM
1
Mattern Wealth Management
Kansas
$556K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.74M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.13M
4
Bank of America
4
Bank of America
North Carolina
$11.6M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWMA
176
Heritage Wealth Management (Arizona)
Arizona
$112K 4,297 – –
CAL
177
Capital Analysts LLC
Pennsylvania
$110K 4,221 +1,400 +50%
FRA
178
Front Row Advisors
California
$94K 3,600 +300 +9%
LF
179
Lee Financial
Texas
$86K 3,315 +230 +7%
WFA
180
Wells Financial Advisors
Massachusetts
$84K 3,242 +850 +36%
KFAA
181
Klaas Financial Asset Advisors
Illinois
$84K 3,218 +2,973 +1,213%
AWM
182
AllSquare Wealth Management
New York
$80K 3,080 – –
AssetMark Inc
183
AssetMark Inc
California
$78K 2,987 -628 -17%
PCG
184
Private Capital Group
Connecticut
$75K 2,878 +2,878 New
TF
185
TimeScale Financial
Massachusetts
$71K 2,720 +8 +0.3%
4FG
186
4Thought Financial Group
New York
$68K 2,613 +94 +4%
SWM
187
Sugarloaf Wealth Management
Georgia
$68K 2,628 +2,608 +13,040%
GWM
188
Geneos Wealth Management
Colorado
$59K 2,272 – –
WP
189
WealthShield Partners
North Carolina
– – -812 Closed
EIP
190
Ellis Investment Partners
Pennsylvania
$53K 2,063 +316 +18%
GIA
191
Goodwin Investment Advisory
Georgia
$52K 2,003 +1,265 +171%
IA
192
IFP Advisors
Florida
$50K 1,960 – –
MFA
193
McClarren Financial Advisors
Pennsylvania
$50K 1,925 +1,925 New
TWM
194
Tradition Wealth Management
Minnesota
$45K 1,710 +1,710 New
CFA
195
Carroll Financial Associates
North Carolina
$33K 1,272 +1,272 New
RIM
196
Rockbridge Investment Management
New York
$32K 1,212 +104 +9%
FHA
197
First Horizon Advisors
Tennessee
$31K 1,196 +1,196 New
CCM
198
Covington Capital Management
California
$26K 1,000 – –
SWM
199
Spire Wealth Management
Virginia
$26K 1,008 +1,008 New
APA
200
American Portfolios Advisors
New York
$25.3K 971 +927 +2,107%
5 6 7
8
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