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

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.2M
3
PWM
3
Perigon Wealth Management
California
$5.93M
4
OMC
4
Old Mission Capital
Illinois
$4.47M
5
SI
5
Seeds Investor
New York
$3.68M

Top Sellers

1
PO
1
Private Ocean
California
$12M
2
AI
2
Atria Investments
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.9M
5
Ameriprise
5
Ameriprise
Minnesota
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
B
176
Bridgeworth
Alabama
$308K 12,567 -338 -3%
Betterment LLC
177
Betterment LLC
New York
$306K 12,504 +385 +3%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$300K 12,245 -69 -0.6%
BPA
179
Beacon Pointe Advisors
California
$299K 12,220 -235 -2%
CCMI
180
Creative Capital Management Investments
California
$298K 12,175 +338 +3%
SVWAG
181
Sound View Wealth Advisors Group
Georgia
$292K 11,933 – –
BFG
182
Berger Financial Group
Minnesota
$292K 11,922 -3,912 -25%
CA
183
Cetera Advisors
Colorado
$289K 11,785 -1,489 -11%
CA
184
Continuum Advisory
Idaho
$285K 11,634 +11,634 New
PA
185
PFG Advisors
Arizona
$276K 11,289 -103 -0.9%
FWM
186
Fingerlakes Wealth Management
New York
$276K 11,272 +236 +2%
BIA
187
Bigelow Investment Advisors
Maine
$272K 11,092 -935 -8%
VNA
188
Valley National Advisers
Pennsylvania
$269K 11,015 +543 +5%
RF
189
RHS Financial
California
$268K 10,947 +1,878 +21%
GAM
190
Gould Asset Management
California
$268K 10,935 -60 -0.5%
WWA
191
WCG Wealth Advisors
Nevada
$264K 10,797 -608 -5%
OWM
192
Orgel Wealth Management
Wisconsin
$262K 10,718 – –
LA
193
LexAurum Advisors
Kansas
$259K 10,596 +434 +4%
AIA
194
Armor Investment Advisors
North Carolina
$255K 10,413 -845 -8%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$253K 10,333 -284 -3%
BCMO
196
Buckingham Capital Management (Ohio)
Ohio
$251K 10,272 +52 +0.5%
DL
197
DOHJ LLC
Washington
$250K 10,217 +10,217 New
TNBTD
198
Trustmark National Bank Trust Department
Mississippi
$249K 10,168 – –
KLI
199
Kelman-Lazarov Inc
Tennessee
$236K 9,660 -1,300 -12%
WFA
200
Wells Financial Advisors
Massachusetts
$229K 9,370 – –
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8
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