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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

38 hedge funds and large institutions have $30M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
15
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.1M 658,501 -34,197 -5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.37M 55,901 +8,271 +17%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.36M 55,427 +13,497 +32%
B
4
Bailard
California
$1.18M 48,445 +22,110 +84%
AC
5
Alexandria Capital
Virginia
$965K 39,479 +39,479 New
CNBT
6
Canandaigua National Bank & Trust
New York
$825K 33,757 +23,323 +224%
MM
7
Main Management
California
$760K 31,065 -386 -1%
Bank of America
8
Bank of America
North Carolina
$708K 28,981 +13,683 +89%
AGA
9
Arkos Global Advisors
Texas
$670K 27,409 +27,409 New
AI
10
Accredited Investors
Minnesota
$650K 26,603 +13,558 +104%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$473K 19,338 +19,338 New
GI
12
Gradient Investments
Minnesota
$442K 18,075 +18,075 New
WT
13
Whittier Trust
California
$439K 17,951
PP
14
PDS Planning
Ohio
$401K 16,419 +16,419 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$354K 14,458 +12,747 +745%
UBS Group
16
UBS Group
Switzerland
$337K 13,777 +13,777 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$337K 13,804 +13,804 New
BPA
18
Beacon Pointe Advisors
California
$308K 12,588 +12,588 New
LPL Financial
19
LPL Financial
California
$286K 11,713 +2,735 +30%
UCFA
20
United Capital Financial Advisors
Texas
$280K 11,469 +11,469 New
SDWMA
21
Schneider Downs Wealth Management Advisors
Pennsylvania
$258K 10,542
IFAM
22
Institutional & Family Asset Management
Colorado
$232K 9,488 +9,488 New
AIC
23
Ameritas Investment Company
Nebraska
$218K 8,935 +8,935 New
SI
24
SimpliFi Inc
California
$215K 8,804 +82 +0.9%
MWM
25
Mascoma Wealth Management
New Hampshire
$181K 7,385 +2,589 +54%