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

116 hedge funds and large institutions have $256M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
52
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$8.92M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.7M
3
Bank of America
3
Bank of America
North Carolina
$7.01M
4
Wells Fargo
4
Wells Fargo
California
$6.33M
5
BCM
5
Brookstone Capital Management
Illinois
$2.96M

Top Sellers

1
Jane Street
1
Jane Street
New York
$332K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.05M
3
RWP
3
RWA Wealth Partners
Massachusetts
$1.86M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.49M
5
AC
5
Athanor Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$62.4M 2,395,834 – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.7M 1,755,555 +210,748 +14%
Morgan Stanley
3
Morgan Stanley
New York
$22M 845,044 -16,432 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.92M 342,916 +242,936 +243%
SA
5
Stewardship Advisors
Pennsylvania
$8.07M 310,361 +53,415 +21%
Bank of America
6
Bank of America
North Carolina
$7.01M 269,645 +159,494 +145%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.57M 252,511 +60,461 +31%
Wells Fargo
8
Wells Fargo
California
$6.33M 243,227 +155,691 +178%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.01M 230,912 +78,776 +52%
Ameriprise
10
Ameriprise
Minnesota
$4.21M 161,335 +74,240 +85%
UBS Group
11
UBS Group
Switzerland
$3.94M 151,374 +25,061 +20%
Citadel Advisors
12
Citadel Advisors
Florida
$3.49M 133,990 -42,044 -24%
Fisher Asset Management
13
Fisher Asset Management
Washington
$3.22M 123,635 +16,150 +15%
EVM
14
Eaton Vance Management
Massachusetts
$3.07M 117,840 +4,814 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.05M 117,143 -239,274 -67%
BCM
16
Brookstone Capital Management
Illinois
$2.96M 113,699 +113,699 New
B
17
Bailard
California
$2.51M 96,558 +5,165 +6%
PI
18
PFS Investments
Georgia
$2.43M 93,390 +37,244 +66%
GI
19
Gradient Investments
Minnesota
$2.28M 87,808 +33,012 +60%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
– – – –
SC
21
Savant Capital
Illinois
$2.04M 78,258 +57,571 +278%
BlackRock
22
BlackRock
New York
$2M 77,017 +76,935 +93,823%
LPL Financial
23
LPL Financial
California
$1.9M 73,043 +1,664 +2%
RWP
24
RWA Wealth Partners
Massachusetts
$1.86M 71,660 -133,915 -65%
DAS
25
Dynamic Advisor Solutions
Arizona
$1.68M 64,466 -6,171 -9%
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