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

178 hedge funds and large institutions have $485M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 19 reducing their positions, and 15 closing their positions.

Holders
178
Holders Change
+32
Holders Change %
+21.92%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
50
Increased
93
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.3M
3
MWM
3
Mattern Wealth Management
Kansas
$10.1M
4
UBS Group
4
UBS Group
Switzerland
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$16.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
FI
2
FormulaFolio Investments
Michigan
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
HPC
4
HM Payson & Co
Maine
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$73.3M 2,820,505 +1,160,103 +70%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$62.4M 2,395,834 – –
Morgan Stanley
3
Morgan Stanley
New York
$61.4M 2,362,050 +1,198,996 +103%
PO
4
Private Ocean
California
$23.2M 891,223 +174,462 +24%
Ameriprise
5
Ameriprise
Minnesota
$16.5M 635,951 +249,952 +65%
Bank of America
6
Bank of America
North Carolina
$14M 538,046 -18,907 -3%
UBS Group
7
UBS Group
Switzerland
$12.4M 476,878 +254,440 +114%
SA
8
Stewardship Advisors
Pennsylvania
$12.2M 469,247 +86,164 +22%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$10.4M 399,505 -7,673 -2%
MWM
10
Mattern Wealth Management
Kansas
$10.1M 388,990 +380,557 +4,513%
PI
11
PFS Investments
Georgia
$9.52M 366,562 -10,388 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.24M 355,680 +56,862 +19%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.9M 342,615 +58,441 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.67M 333,652 +118,801 +55%
Wells Fargo
15
Wells Fargo
California
$8.45M 325,237 -6,663 -2%
LPL Financial
16
LPL Financial
California
$6.89M 265,155 +131,315 +98%
GI
17
Gradient Investments
Minnesota
$5.78M 222,627 +129,799 +140%
WU
18
Wealthsimple US
New York
$5.45M 209,839 +493 +0.2%
BCM
19
Brookstone Capital Management
Illinois
$5.37M 206,902 +42,578 +26%
Fisher Asset Management
20
Fisher Asset Management
Washington
$3.83M 147,567 -15,040 -9%
ASN
21
Advisory Services Network
Georgia
$3.55M 136,442 +61,862 +83%
CGL
22
Clarius Group LLC
Washington
$3.43M 132,078 +132,078 New
EVM
23
Eaton Vance Management
Massachusetts
$3.18M 122,498 +5,813 +5%
AFA
24
Arlington Financial Advisors
California
$3.15M 121,380 +26,191 +28%
PG
25
Prostatis Group
Maryland
$3.15M 121,375 +121,375 New
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