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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCM
201
Firestone Capital Management
Florida
$279K 11,752 +513 +5%
CFGS
202
Concourse Financial Group Securities
Alabama
$278K 11,697 +3,389 +41%
SWM
203
SigFig Wealth Management
California
$276K 8,193 +8,193 New
OWM
204
Orgel Wealth Management
Wisconsin
$273K 11,476 -244 -2%
NA
205
Nottingham Advisors
New York
$266K 11,181 -11 -0.1%
JPMorgan Chase & Co
206
JPMorgan Chase & Co
New York
$265K 11,146 +6,003 +117%
AWM
207
AE Wealth Management
Kansas
$264K 11,111 +11,111 New
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$259K 10,912 +10,912 New
OPS
209
Orion Portfolio Solutions
Nebraska
$258K 10,857 +1,171 +12%
GAM
210
Gould Asset Management
California
$255K 10,715 +810 +8%
MFGM
211
Marshall Financial Group (Maryland)
Maryland
$253K 10,624 -1,939 -15%
TF
212
TimeScale Financial
Massachusetts
$250K 10,629 +1 +0%
RW
213
Rede Wealth
Virginia
$239K 10,067 -754 -7%
KLI
214
Kelman-Lazarov Inc
Tennessee
$235K 9,867 -601 -6%
GB
215
Goepper Burkhardt
South Carolina
$226K 9,500 +9,500 New
AF
216
Advisornet Financial
Minnesota
$225K 9,447 +180 +2%
VHAM
217
Van Hulzen Asset Management
California
$220K 9,267
AM
218
AGF Management
Ontario, Canada
$217K 9,130 +9,130 New
MA
219
Mutual Advisors
Nebraska
$215K 9,046 +9,046 New
WFA
220
Wells Financial Advisors
Massachusetts
$214K 9,020 +3,060 +51%
HL
221
HeadInvest LLC
Maine
$210K 8,833 +8,833 New
CAWM
222
Capital Advisors Wealth Management
Washington
$205K 8,611 +65 +0.8%
PAG
223
Private Advisor Group
New Jersey
$203K 48,988 +30,327 +163%
Deutsche Bank
224
Deutsche Bank
Germany
$194K 8,156
PTC
225
Private Trust Company
Ohio
$187K 7,867 -979 -11%