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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 %
CAWM
201
Capital Advisors Wealth Management
Washington
$217K 9,034 +423 +5%
WFA
202
Wells Financial Advisors
Massachusetts
$217K 9,020 – –
GAM
203
Gould Asset Management
California
$216K 8,960 -1,755 -16%
PA
204
Prism Advisors
California
$212K 8,823 +8,823 New
AM
205
AGF Management
Ontario, Canada
$208K 8,630 -500 -5%
EP
206
Essential Planning
New Hampshire
$207K 8,619 +8,619 New
PTC
207
Private Trust Company
Ohio
$189K 7,867 – –
AIA
208
Armor Investment Advisors
North Carolina
$188K 7,816 – –
TAIM
209
TD Ameritrade Investment Management
Nebraska
$160K 6,668 -567 -8%
HPC
210
HM Payson & Co
Maine
$154K 6,400 – –
IA
211
IFP Advisors
Florida
$146K 5,961 -22,207 -79%
PA
212
Parallel Advisors
California
$146K 6,051 -1,651 -21%
CAL
213
Capital Analysts LLC
Pennsylvania
$144K 5,968 -265 -4%
AssetMark Inc
214
AssetMark Inc
California
$142K 5,889 -10,707 -65%
Citigroup
215
Citigroup
New York
$136K 5,650 +850 +18%
BAM
216
Belpointe Asset Management
Nevada
$130K 5,394 -1,048 -16%
AA
217
Ancora Advisors
Ohio
$114K 4,722 – –
CF
218
Centaurus Financial
California
$107K 4,461 +4,461 New
MCC
219
Money Concepts Capital
Florida
$106K 10,847 +10,647 +5,324%
LF
220
Lee Financial
Texas
$102K 4,220 – –
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$101K 4,209 -1,027 -20%
VNA
222
Valley National Advisers
Pennsylvania
$101K 4,205 +1,903 +83%
TF
223
TimeScale Financial
Massachusetts
$98K 4,074 -6,555 -62%
Deutsche Bank
224
Deutsche Bank
Germany
$92.5K 3,843 -4,313 -53%
BlackRock
225
BlackRock
New York
$92.2K 3,834 -496,780 -99%
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