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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 %
PTC
201
Private Trust Company
Ohio
$178K 7,480 -387 -5%
CFGS
202
Concourse Financial Group Securities
Alabama
$174K 7,306 +34 +0.5%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$164K 6,898 -11,393 -62%
HPC
204
HM Payson & Co
Maine
$152K 6,400 – –
Citigroup
205
Citigroup
New York
$141K 5,950 – –
BAAM
206
Baker Avenue Asset Management
California
$133K 5,593 -23,225 -81%
OCM
207
Orion Capital Management
California
$122K 5,138 +5,138 New
WOSD
208
WFA of San Diego
California
$107K 4,491 – –
AA
209
Ancora Advisors
Ohio
$102K 4,297 -263 -6%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$100K 4,209 – –
BlackRock
211
BlackRock
New York
$96.4K 4,054 – –
SSWM
212
Sheets Smith Wealth Management
North Carolina
$92.6K 3,896 +3,896 New
Deutsche Bank
213
Deutsche Bank
Germany
$91.3K 3,843 – –
WP
214
WealthShield Partners
North Carolina
$85.4K 3,594 -23 -0.6%
FRA
215
Front Row Advisors
California
$78.4K 3,300 – –
AWM
216
AllSquare Wealth Management
New York
$73.2K 3,080 – –
BFEC
217
Benjamin F. Edwards & Company
Missouri
$72K 3,046 +211 +7%
JFGIW
218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.2K 2,953 – –
Franklin Resources
219
Franklin Resources
California
$63.5K 2,671 +20 +0.8%
4FG
220
4Thought Financial Group
New York
$62.6K 2,634 +11 +0.4%
MBFW
221
Morton Brown Family Wealth
Pennsylvania
$61.3K 2,580 +83 +3%
HFS
222
HBC Financial Services
Washington
$56K 2,379 – –
CAL
223
Capital Analysts LLC
Pennsylvania
$55K 2,299 -4,473 -66%
AT
224
Avalon Trust
New Mexico
$52.3K 2,200 – –
JWM
225
Janiczek Wealth Management
Colorado
$50.8K 2,137 +130 +6%
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9
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