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

88 hedge funds and large institutions have $153M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
47
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Stewardship Advisors
Pennsylvania
$6.52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.2M
3
RWP
3
RWA Wealth Partners
Massachusetts
$4.34M
4
EVM
4
Eaton Vance Management
Massachusetts
$2.45M
5
ACM
5
Anfield Capital Management
California
$1.18M

Top Sellers

1
Jane Street
1
Jane Street
New York
$751K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AI
3
Atria Investments
North Carolina
$0
4
Citigroup
4
Citigroup
New York
$12K
5
APSP
5
Asset Planning Services (Pennsylvania)
Pennsylvania
$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
$20.4M 803,804 +22,709 +3%
SA
3
Stewardship Advisors
Pennsylvania
$6.52M 256,241 +256,241 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.69M 184,314 +15,838 +9%
RWP
5
RWA Wealth Partners
Massachusetts
$4.34M 170,742 +59,443 +53%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.2M 165,157 +112,832 +216%
RJA
7
Raymond James & Associates
Florida
$3.88M 152,703 -1,915 -1%
Bank of America
8
Bank of America
North Carolina
$2.72M 106,885 +19,557 +22%
Fisher Asset Management
9
Fisher Asset Management
Washington
$2.65M 104,256 +26,701 +34%
EVM
10
Eaton Vance Management
Massachusetts
$2.45M 96,248 +52,735 +121%
B
11
Bailard
California
$2.28M 89,791 +4,065 +5%
DAS
12
Dynamic Advisor Solutions
Arizona
$1.76M 69,061 +2,200 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.76M 69,021 +11,381 +20%
UBS Group
14
UBS Group
Switzerland
$1.74M 68,446 +17,592 +35%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
– – – –
LPL Financial
16
LPL Financial
California
$1.55M 60,868 +18,707 +44%
Wells Fargo
17
Wells Fargo
California
$1.53M 60,116 +27,921 +87%
AI
18
Accredited Investors
Minnesota
$1.53M 60,058 +281 +0.5%
GI
19
Gradient Investments
Minnesota
$1.33M 52,401 +9,221 +21%
ACM
20
Anfield Capital Management
California
$1.18M 45,956 +45,956 New
BBA
21
Braun-Bostich & Associates
Pennsylvania
$1.17M 45,894 +381 +0.8%
AC
22
Alexandria Capital
Virginia
$1.06M 41,680 +239 +0.6%
PR
23
Payden & Rygel
California
$1.02M 39,900 – –
BMM
24
Buffington Mohr McNeal
Idaho
$906K 35,620 +8,890 +33%
Ameriprise
25
Ameriprise
Minnesota
$754K 29,661 +17,461 +143%
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