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

209 hedge funds and large institutions have $703M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
209
Holders Change
+31
Holders Change %
+17.42%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
42
Increased
121
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$182M
2
Wells Fargo
2
Wells Fargo
California
$30.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.4M
4
OMC
4
Old Mission Capital
Illinois
$6.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M

Top Sellers

1
MWM
1
Mattern Wealth Management
Kansas
$556K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.74M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
B
5
Bailard
California
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$182M 6,984,136 +4,163,631 +148%
Morgan Stanley
2
Morgan Stanley
New York
$67.5M 2,593,353 +231,303 +10%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$62.4M 2,395,834 – –
Wells Fargo
4
Wells Fargo
California
$30.1M 1,155,708 +830,471 +255%
PO
5
Private Ocean
California
$26M 999,428 +108,205 +12%
Ameriprise
6
Ameriprise
Minnesota
$19.8M 759,847 +123,896 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.4M 705,600 +371,948 +111%
UBS Group
8
UBS Group
Switzerland
$13.5M 517,421 +40,543 +9%
SA
9
Stewardship Advisors
Pennsylvania
$12.1M 464,557 -4,690 -1%
Bank of America
10
Bank of America
North Carolina
$11.6M 443,677 -94,369 -18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11M 421,765 +79,150 +23%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.92M 380,890 +25,210 +7%
PI
13
PFS Investments
Georgia
$8.58M 329,127 -37,435 -10%
LPL Financial
14
LPL Financial
California
$8.51M 326,835 +61,680 +23%
BCM
15
Brookstone Capital Management
Illinois
$6.96M 267,528 +60,626 +29%
Jane Street
16
Jane Street
New York
$6.95M 266,839 +197,397 +284%
OMC
17
Old Mission Capital
Illinois
$6.83M 262,232 +262,232 New
GI
18
Gradient Investments
Minnesota
$6.45M 247,727 +25,100 +11%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.42M 246,439 +177,506 +258%
PAS
20
Park Avenue Securities
New York
$4.89M 187,716 +150,120 +399%
5L
21
55I LLC
Massachusetts
$4.55M 174,753 +140,507 +410%
Fisher Asset Management
22
Fisher Asset Management
Washington
$4.25M 163,320 +15,753 +11%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$4.09M 156,951 +156,951 New
PAG
24
Private Advisor Group
New Jersey
$4.02M 154,539 +154,539 New
ASN
25
Advisory Services Network
Georgia
$3.94M 151,342 +14,900 +11%
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