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

53 hedge funds and large institutions have $110M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
19
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$62.4M
2
RJA
2
Raymond James & Associates
Florida
$3.54M
3
Jane Street
3
Jane Street
New York
$2.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.02M

Top Sellers

1
CNBT
1
Canandaigua National Bank & Trust
New York
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$0
4
AIC
4
Ameritas Investment Company
Nebraska
$0
5
UB
5
UMB Bank
Missouri
$458K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$62.4M 2,395,834 +2,339,933 +4,186%
Morgan Stanley
2
Morgan Stanley
New York
$19.1M 761,862 +103,361 +16%
RJA
3
Raymond James & Associates
Florida
$3.54M 141,472 +141,472 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.02M 120,864 +101,526 +525%
Jane Street
5
Jane Street
New York
$2.7M 107,866 +107,866 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.4M 55,775 +348 +0.6%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$1.26M 50,511 +50,511 New
B
8
Bailard
California
$1.22M 48,830 +385 +0.8%
Bank of America
9
Bank of America
North Carolina
$1.17M 46,810 +17,829 +62%
EB
10
Eastern Bank
Massachusetts
$1.02M 40,692 +40,692 New
AC
11
Alexandria Capital
Virginia
$985K 39,379 -100 -0.3%
GI
12
Gradient Investments
Minnesota
$813K 32,493 +14,418 +80%
AGA
13
Arkos Global Advisors
Texas
$793K 31,714 +4,305 +16%
MM
14
Main Management
California
$777K 31,065 – –
EVM
15
Eaton Vance Management
Massachusetts
$771K 30,823 +30,823 New
RWP
16
RWA Wealth Partners
Massachusetts
$729K 29,141 +29,141 New
AI
17
Accredited Investors
Minnesota
$716K 28,598 +1,995 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$661K 26,384 +11,926 +82%
IFAM
19
Institutional & Family Asset Management
Colorado
$553K 22,096 +12,608 +133%
EFSCE
20
Enterprise Financial Services Corp (EFSC)
Missouri
$530K 21,167 +21,167 New
IFWM
21
Institute for Wealth Management
Colorado
$501K 20,020 +20,020 New
MML Investors Services
22
MML Investors Services
Massachusetts
$460K 18,366 +18,366 New
UB
23
UMB Bank
Missouri
$458K 18,338 -2,122 -10%
WT
24
Whittier Trust
California
$449K 17,951 – –
UBS Group
25
UBS Group
Switzerland
$428K 17,094 +3,317 +24%
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