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

217 hedge funds and large institutions have $591M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 117 increasing their positions, 51 reducing their positions, and 12 closing their positions.

Holders
217
Holders Change
+8
Holders Change %
+3.83%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
117
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$71.5M
3
LPL Financial
3
LPL Financial
California
$11.3M
4
PO
4
Private Ocean
California
$28.3M
5
PR
5
Payden & Rygel
California
$2.87M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$122M
2
Jane Street
2
Jane Street
New York
$616K
3
SA
3
Stewardship Advisors
Pennsylvania
$6.76M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.5M
5
KFS
5
Kelly Financial Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$122M 4,700,973 -2,283,163 -33%
Morgan Stanley
2
Morgan Stanley
New York
$71.5M 2,751,781 +158,428 +6%
Wells Fargo
3
Wells Fargo
California
$30.1M 1,158,116 +2,408 +0.2%
PO
4
Private Ocean
California
$28.3M 1,087,708 +88,280 +9%
Ameriprise
5
Ameriprise
Minnesota
$21.7M 834,300 +74,453 +10%
UBS Group
6
UBS Group
Switzerland
$14.5M 558,386 +40,965 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$14.5M 556,269 -149,331 -21%
Bank of America
8
Bank of America
North Carolina
$12.7M 489,099 +45,422 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12.6M 486,322 +64,557 +15%
LPL Financial
10
LPL Financial
California
$11.3M 433,812 +106,977 +33%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.5M 403,769 +22,879 +6%
PI
12
PFS Investments
Georgia
$9.03M 349,163 +20,036 +6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$8.95M 344,280 +291,566 +553%
BCM
14
Brookstone Capital Management
Illinois
$7.4M 285,777 +18,249 +7%
SA
15
Stewardship Advisors
Pennsylvania
$6.76M 260,208 -204,349 -44%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
– – – –
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$5.27M 202,804 +45,853 +29%
COCM
18
Charter Oak Capital Management
New Hampshire
$4.55M 175,142 +58,396 +50%
Fisher Asset Management
19
Fisher Asset Management
Washington
$4.54M 174,672 +11,352 +7%
PAG
20
Private Advisor Group
New Jersey
$4.52M 173,882 +19,343 +13%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.16M 160,154 -86,285 -35%
ASN
22
Advisory Services Network
Georgia
$3.91M 150,408 -934 -0.6%
OMC
23
Old Mission Capital
Illinois
$3.89M 149,726 -112,506 -43%
GI
24
Gradient Investments
Minnesota
$3.87M 149,050 -98,677 -40%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.82M 147,177 -2,594 -2%
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