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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

241 hedge funds and large institutions have $618M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 34 closing their positions.

Holders
241
Holders Change
-7
Holders Change %
-2.82%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
105
Reduced
76
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$76.4M 3,101,059 +343,408 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$43.9M 1,781,190 -1,558,310 -47%
BBVA
3
Banco Bilbao Vizcaya Argentaria
Spain
$32M 1,300,000
Wells Fargo
4
Wells Fargo
California
$30.6M 1,242,855 +150,080 +14%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.6M 1,200,178 -616,572 -34%
PO
6
Private Ocean
California
$27.9M 1,131,724 -57,124 -5%
Ameriprise
7
Ameriprise
Minnesota
$25M 1,013,635 +104,975 +12%
LPL Financial
8
LPL Financial
California
$14.2M 578,297 +77,698 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.9M 562,477 +11,236 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$13.5M 546,123 +77,170 +16%
UBS Group
11
UBS Group
Switzerland
$12.1M 491,289 -124,449 -20%
Bank of America
12
Bank of America
North Carolina
$10.8M 436,596 +23,546 +6%
PI
13
PFS Investments
Georgia
$9.55M 387,559 +12,462 +3%
FPF
14
First Pacific Financial
Washington
$9.04M 367,192 +340,697 +1,286%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$8.11M 329,450 +93,526 +40%
BCM
16
Brookstone Capital Management
Illinois
$7.99M 327,492 +10,402 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.63M 309,670 -125,793 -29%
AA
18
Acorns Advisers
California
$7.03M 285,503 +65,256 +30%
AA
19
Alesco Advisors
New York
$6.88M 279,340 +7,120 +3%
SA
20
Stewardship Advisors
Pennsylvania
$5.54M 224,767 -27,154 -11%
EWA
21
EP Wealth Advisors
California
$5.4M 219,380 +129,064 +143%
Fisher Asset Management
22
Fisher Asset Management
Washington
$4.93M 200,116 -6,207 -3%
Jane Street
23
Jane Street
New York
$4.81M 195,124 -266,862 -58%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$4.72M 191,600 -10,000 -5%
ACA
25
Affinity Capital Advisors
California
$4.42M 179,518 +35,702 +25%