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

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.34%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$50M
2
BlackRock
2
BlackRock
New York
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$32.1M
4
PFM
4
Parsec Financial Management
North Carolina
$6.55M
5
I
5
IMPACTfolio
Colorado
$4.34M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$0
2
Jane Street
2
Jane Street
New York
$3.04M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
PL
5
Plancorp LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DPI
176
Diversified Portfolios Inc
Michigan
$303K 12,895 +12,895 New
WWA
177
WCG Wealth Advisors
Nevada
$302K 12,873 +3,197 +33%
EPP
178
ETF Portfolio Partners
Kansas
$298K 12,668 -228 -2%
MFGM
179
Marshall Financial Group (Maryland)
Maryland
$295K 12,563 +45 +0.4%
BCMO
180
Buckingham Capital Management (Ohio)
Ohio
$292K 12,428 +12,428 New
OWM
181
Orgel Wealth Management
Wisconsin
$275K 11,720 -777 -6%
KAS
182
Kestra Advisory Services
Texas
$275K 11,712 +963 +9%
CA
183
Cetera Advisors
Colorado
$274K 11,675 -230 -2%
SPIA
184
Strategic Point Investment Advisors
Rhode Island
$266K 11,325 – –
MWM
185
Modera Wealth Management
New Jersey
$266K 11,313 – –
OIA
186
OneDigital Investment Advisors
Kansas
$266K 11,343 +11,343 New
FCM
187
Firestone Capital Management
Florida
$264K 11,239 -1,161 -9%
NA
188
Nottingham Advisors
New York
$263K 11,192 -480 -4%
TAIM
189
TD Ameritrade Investment Management
Nebraska
$262K 11,148 -42 -0.4%
LGWM
190
Litman Gregory Wealth Management
California
$262K 11,137 +11,137 New
V
191
Veritable
Delaware
$256K 10,911 -2,073 -16%
RW
192
Rede Wealth
Virginia
$254K 10,821 +926 +9%
TF
193
TimeScale Financial
Massachusetts
$250K 10,628 -145 -1%
KLI
194
Kelman-Lazarov Inc
Tennessee
$246K 10,468 – –
GAM
195
Gould Asset Management
California
$233K 9,905 +9,905 New
OPS
196
Orion Portfolio Solutions
Nebraska
$228K 9,686 +9,686 New
BDFN
197
Bond & Devick Financial Network
Minnesota
$223K 9,514 -6,113 -39%
VHAM
198
Van Hulzen Asset Management
California
$218K 9,267 -34 -0.4%
AF
199
Advisornet Financial
Minnesota
$218K 9,267 – –
PTC
200
Private Trust Company
Ohio
$208K 8,846 – –
6 7
8
9 10