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

64 hedge funds and large institutions have $120M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+11
Holders Change %
+20.75%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$2.15M
2
RWP
2
RWA Wealth Partners
Massachusetts
$2.35M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$1.29M
4
PR
4
Payden & Rygel
California
$1.01M
5
BBA
5
Braun-Bostich & Associates
Pennsylvania
$892K

Top Sellers

1
Jane Street
1
Jane Street
New York
$598K
2
EB
2
Eastern Bank
Massachusetts
$0
3
AGA
3
Arkos Global Advisors
Texas
$541K
4
BMM
4
Buffington Mohr McNeal
Idaho
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$320K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$62.4M 2,395,834 – –
Morgan Stanley
2
Morgan Stanley
New York
$19.5M 770,785 +8,923 +1%
RJA
3
Raymond James & Associates
Florida
$3.84M 151,498 +10,026 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.69M 145,496 +24,632 +20%
RWP
5
RWA Wealth Partners
Massachusetts
$2.35M 92,736 +63,595 +218%
AI
6
Atria Investments
North Carolina
$2.15M 84,862 +84,862 New
B
7
Bailard
California
$2.1M 82,956 +34,126 +70%
Bank of America
8
Bank of America
North Carolina
$1.71M 67,553 +20,743 +44%
AI
9
Accredited Investors
Minnesota
$1.5M 59,026 +30,428 +106%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.42M 55,981 +206 +0.4%
DAS
11
Dynamic Advisor Solutions
Arizona
$1.29M 50,922 +50,922 New
RCAG
12
Rehmann Capital Advisory Group
Michigan
$1.21M 47,571 -2,940 -6%
PR
13
Payden & Rygel
California
$1.01M 39,900 +39,900 New
AC
14
Alexandria Capital
Virginia
$998K 39,379 – –
GI
15
Gradient Investments
Minnesota
$946K 37,330 +4,837 +15%
BBA
16
Braun-Bostich & Associates
Pennsylvania
$892K 35,215 +35,215 New
UBS Group
17
UBS Group
Switzerland
$809K 31,945 +14,851 +87%
MM
18
Main Management
California
$790K 31,172 +107 +0.3%
EVM
19
Eaton Vance Management
Massachusetts
$776K 30,613 -210 -0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$758K 29,900 +3,516 +13%
LPL Financial
21
LPL Financial
California
$673K 26,569 +11,089 +72%
Jane Street
22
Jane Street
New York
$598K 23,616 -84,250 -78%
IFAM
23
Institutional & Family Asset Management
Colorado
$564K 22,267 +171 +0.8%
AGA
24
Arkos Global Advisors
Texas
$541K 21,351 -10,363 -33%
EFSCE
25
Enterprise Financial Services Corp (EFSC)
Missouri
$537K 21,215 +48 +0.2%
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