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

265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$9.75M
2
FPF
2
First Pacific Financial
Washington
$13.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.6M
4
Jane Street
4
Jane Street
New York
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$15.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M
3
BlackRock
3
BlackRock
New York
$92.2K
4
SA
4
Stewardship Advisors
Pennsylvania
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$306K 12,718 +1,021 +9%
EPP
177
ETF Portfolio Partners
Kansas
$306K 12,717 +28 +0.2%
WCFA
178
Walkner Condon Financial Advisors
Wisconsin
$300K 12,489 -628 -5%
HGWM
179
Harvest Group Wealth Management
Massachusetts
$300K 12,471 -10,280 -45%
RIS
180
Retirement Income Solutions
Michigan
$291K 12,074 -2,499 -17%
B
181
Bridgeworth
Alabama
$288K 11,952 +11,952 New
SVWAG
182
Sound View Wealth Advisors Group
Georgia
$287K 11,933 – –
CCMI
183
Creative Capital Management Investments
California
$285K 11,837 – –
FCM
184
Firestone Capital Management
Florida
$283K 11,764 +12 +0.1%
WWA
185
WCG Wealth Advisors
Nevada
$282K 11,734 -81 -0.7%
MFGM
186
Marshall Financial Group (Maryland)
Maryland
$280K 11,640 +1,016 +10%
RW
187
Rede Wealth
Virginia
$272K 11,308 +1,241 +12%
MML Investors Services
188
MML Investors Services
Massachusetts
$270K 11,204 -62,660 -85%
SPC
189
Sigma Planning Corp
Michigan
$259K 10,755 -13,532 -56%
BCMO
190
Buckingham Capital Management (Ohio)
Ohio
$245K 10,195 -2,068 -17%
HGWM
191
Horst & Graben Wealth Management
Oregon
$245K 10,182 -15,444 -60%
TNBTD
192
Trustmark National Bank Trust Department
Mississippi
$245K 10,168 +10,168 New
AF
193
Advisornet Financial
Minnesota
$244K 10,126 +679 +7%
KLI
194
Kelman-Lazarov Inc
Tennessee
$241K 10,012 +145 +1%
Mariner
195
Mariner
Kansas
$229K 9,498 +9,498 New
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$228K 9,482 -1,430 -13%
HP
197
Hilltop Partners
Indiana
$225K 9,339 -4,441 -32%
HL
198
HeadInvest LLC
Maine
$223K 9,288 +455 +5%
VHAM
199
Van Hulzen Asset Management
California
$223K 9,267 – –
MA
200
Mutual Advisors
Nebraska
$220K 9,129 +83 +0.9%
6 7
8
9 10