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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

146 hedge funds and large institutions have $360M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
146
Holders Change
+22
Holders Change %
+17.74%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
73
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
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
$43.5M 1,660,402 -97,064 -6%
Morgan Stanley
3
Morgan Stanley
New York
$30.4M 1,163,054 +107,459 +10%
PO
4
Private Ocean
California
$18.8M 716,761 +255,341 +55%
Bank of America
5
Bank of America
North Carolina
$14.6M 556,953 +166,007 +42%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$10.7M 407,178 +21,139 +5%
Ameriprise
7
Ameriprise
Minnesota
$10.1M 385,999 +189,196 +96%
SA
8
Stewardship Advisors
Pennsylvania
$10M 383,083 +40,272 +12%
PI
9
PFS Investments
Georgia
$9.85M 376,950 +131,868 +54%
Wells Fargo
10
Wells Fargo
California
$8.69M 331,900 +51,348 +18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.82M 298,818 +32,229 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.44M 284,174 +25,077 +10%
UBS Group
13
UBS Group
Switzerland
$5.82M 222,438 +49,844 +29%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.63M 214,851 +30,531 +17%
BlackRock
15
BlackRock
New York
$5.62M 214,530 -87 -0%
WU
16
Wealthsimple US
New York
$5.48M 209,346 +31,152 +17%
BCM
17
Brookstone Capital Management
Illinois
$4.3M 164,324 +34,856 +27%
FI
18
FormulaFolio Investments
Michigan
$4.26M 162,675 +162,675 New
Fisher Asset Management
19
Fisher Asset Management
Washington
$4.26M 162,607 +29,792 +22%
LPL Financial
20
LPL Financial
California
$3.5M 133,840 +79,001 +144%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
EVM
22
Eaton Vance Management
Massachusetts
$3.06M 116,685
FTUS
23
Flow Traders U.S.
New York
$3.04M 116,136 +61,543 +113%
HPC
24
HM Payson & Co
Maine
$2.95M 112,765 +66,530 +144%
B
25
Bailard
California
$2.93M 112,015 +9,447 +9%