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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 %
SVWAG
176
Sound View Wealth Advisors Group
Georgia
$284K 11,933 – –
CCMI
177
Creative Capital Management Investments
California
$281K 11,837 – –
WWA
178
WCG Wealth Advisors
Nevada
$271K 11,405 -1,313 -10%
PA
179
PFG Advisors
Arizona
$271K 11,392 -351 -3%
AIA
180
Armor Investment Advisors
North Carolina
$268K 11,258 – –
FWM
181
Fingerlakes Wealth Management
New York
$262K 11,036 -1,418 -11%
GAM
182
Gould Asset Management
California
$261K 10,995 +2,035 +23%
KLI
183
Kelman-Lazarov Inc
Tennessee
$261K 10,960 +360 +3%
MA
184
MONECO Advisors
Connecticut
$260K 10,942 +2,055 +23%
OWM
185
Orgel Wealth Management
Wisconsin
$255K 10,718 -2,515 -19%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$252K 10,617 -1,069 -9%
VNA
187
Valley National Advisers
Pennsylvania
$249K 10,472 +588 +6%
BCMO
188
Buckingham Capital Management (Ohio)
Ohio
$243K 10,220 +575 +6%
WCFA
189
Walkner Condon Financial Advisors
Wisconsin
$242K 10,178 – –
TNBTD
190
Trustmark National Bank Trust Department
Mississippi
$242K 10,168 – –
LA
191
LexAurum Advisors
Kansas
$242K 10,162 +311 +3%
AF
192
Advisornet Financial
Minnesota
$239K 10,060 +9 +0.1%
AGA
193
Arkos Global Advisors
Texas
$226K 9,513 -249 -3%
WFA
194
Wells Financial Advisors
Massachusetts
$223K 9,370 – –
VHAM
195
Van Hulzen Asset Management
California
$220K 9,267 – –
EP
196
Essential Planning
New Hampshire
$217K 9,140 – –
RF
197
RHS Financial
California
$216K 9,069 +511 +6%
HL
198
HeadInvest LLC
Maine
$211K 8,938 – –
SP
199
Symmetry Partners
Connecticut
$207K 8,702 +264 +3%
RIS
200
Retirement Income Solutions
Michigan
$204K 8,586 -3,488 -29%
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