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

124 hedge funds and large institutions have $307M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 13 reducing their positions, and 14 closing their positions.

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
22
Increased
72
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PO
1
Private Ocean
California
$12M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.6M
3
WU
3
Wealthsimple US
New York
$4.65M
4
PI
4
PFS Investments
Georgia
$6.4M
5
BlackRock
5
BlackRock
New York
$5.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
AI
3
Atria Investments
North Carolina
$0
4
AO
4
Advisor OS
Illinois
$0
5
ACM
5
Anfield Capital Management
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 – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.9M 1,757,466 +1,911 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$27.6M 1,055,595 +210,551 +25%
PO
4
Private Ocean
California
$12M 461,420 +458,808 +17,565%
Bank of America
5
Bank of America
North Carolina
$10.2M 390,946 +121,301 +45%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$10.1M 386,039 +43,123 +13%
SA
7
Stewardship Advisors
Pennsylvania
$8.95M 342,811 +32,450 +10%
Wells Fargo
8
Wells Fargo
California
$7.32M 280,552 +37,325 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.96M 266,589 +14,078 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.76M 259,097 +28,185 +12%
PI
11
PFS Investments
Georgia
$6.4M 245,082 +151,692 +162%
BlackRock
12
BlackRock
New York
$5.6M 214,617 +137,600 +179%
Ameriprise
13
Ameriprise
Minnesota
$5.12M 196,803 +35,468 +22%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.81M 184,320 +67,177 +57%
WU
15
Wealthsimple US
New York
$4.65M 178,194 +178,194 New
UBS Group
16
UBS Group
Switzerland
$4.51M 172,594 +21,220 +14%
Fisher Asset Management
17
Fisher Asset Management
Washington
$3.47M 132,815 +9,180 +7%
BCM
18
Brookstone Capital Management
Illinois
$3.38M 129,468 +15,769 +14%
EVM
19
Eaton Vance Management
Massachusetts
$3.05M 116,685 -1,155 -1%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
– – – –
B
21
Bailard
California
$2.68M 102,568 +6,010 +6%
GI
22
Gradient Investments
Minnesota
$2.42M 92,828 +5,020 +6%
PP
23
Prudential plc
United Kingdom
$2.35M 90,000 +60,000 +200%
SC
24
Savant Capital
Illinois
$2.27M 86,964 +8,706 +11%
AFA
25
Arlington Financial Advisors
California
$2.16M 82,680 +64,930 +366%
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