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

76 hedge funds and large institutions have $130M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
39
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.97M
2
Jane Street
2
Jane Street
New York
$1.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$806K
4
BMM
4
Buffington Mohr McNeal
Idaho
$680K
5
Wells Fargo
5
Wells Fargo
California
$819K

Top Sellers

1
AI
1
Atria Investments
North Carolina
$459K
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
SI
5
SimpliFi Inc
California
$0
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
$19.9M 781,095 +10,310 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.29M 168,476 +22,980 +16%
RJA
4
Raymond James & Associates
Florida
$3.94M 154,618 +3,120 +2%
RWP
5
RWA Wealth Partners
Massachusetts
$2.83M 111,299 +18,563 +20%
Bank of America
6
Bank of America
North Carolina
$2.22M 87,328 +19,775 +29%
B
7
Bailard
California
$2.18M 85,726 +2,770 +3%
Fisher Asset Management
8
Fisher Asset Management
Washington
$1.97M 77,555 +77,555 New
DAS
9
Dynamic Advisor Solutions
Arizona
$1.7M 66,861 +15,939 +31%
Jane Street
10
Jane Street
New York
$1.7M 66,773 +43,157 +183%
AI
11
Accredited Investors
Minnesota
$1.52M 59,777 +751 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.47M 57,640 +1,659 +3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
– – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.33M 52,325 +22,425 +75%
UBS Group
15
UBS Group
Switzerland
$1.29M 50,854 +18,909 +59%
BBA
16
Braun-Bostich & Associates
Pennsylvania
$1.16M 45,513 +10,298 +29%
EVM
17
Eaton Vance Management
Massachusetts
$1.11M 43,513 +12,900 +42%
GI
18
Gradient Investments
Minnesota
$1.1M 43,180 +5,850 +16%
LPL Financial
19
LPL Financial
California
$1.07M 42,161 +15,592 +59%
AC
20
Alexandria Capital
Virginia
$1.06M 41,441 +2,062 +5%
PR
21
Payden & Rygel
California
$1.02M 39,900 – –
Wells Fargo
22
Wells Fargo
California
$819K 32,195 +23,597 +274%
Citadel Advisors
23
Citadel Advisors
Florida
$806K 31,759 +31,759 New
MM
24
Main Management
California
$717K 28,187 -2,985 -10%
BMM
25
Buffington Mohr McNeal
Idaho
$680K 26,730 +26,730 New
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