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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

244 hedge funds and large institutions have $563M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 96 reducing their positions, and 23 closing their positions.

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
4.13%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
27
Increased
84
Reduced
96
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$32.1M 1,334,323 -446,867 -25%
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$31.3M 1,300,000
Wells Fargo
3
Wells Fargo
California
$28.8M 1,194,267 -48,588 -4%
Morgan Stanley
4
Morgan Stanley
New York
$28.6M 1,188,150 -1,912,909 -62%
PO
5
Private Ocean
California
$27.6M 1,146,888 +15,164 +1%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$23.4M 972,373 -227,805 -19%
Ameriprise
7
Ameriprise
Minnesota
$23.4M 970,035 -43,600 -4%
LPL Financial
8
LPL Financial
California
$15.6M 649,243 +70,946 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.8M 574,308 +28,185 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13.5M 559,924 -2,553 -0.5%
UBS Group
11
UBS Group
Switzerland
$12.2M 506,625 +15,336 +3%
Jane Street
12
Jane Street
New York
$9.6M 398,339 +203,215 +104%
PI
13
PFS Investments
Georgia
$8.69M 360,750 -26,809 -7%
FPF
14
First Pacific Financial
Washington
$8.67M 359,864 -7,328 -2%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$8.35M 346,538 +17,088 +5%
AA
16
Acorns Advisers
California
$7.81M 324,305 +38,802 +14%
EWA
17
EP Wealth Advisors
California
$7.68M 318,601 +99,221 +45%
DWM
18
Destination Wealth Management
California
$7.24M 300,705 +144,288 +92%
Bank of America
19
Bank of America
North Carolina
$7.15M 296,730 -139,866 -32%
BCM
20
Brookstone Capital Management
Illinois
$6.96M 288,630 -38,862 -12%
AA
21
Alesco Advisors
New York
$6.88M 285,675 +6,335 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$6.74M 280,016 -29,654 -10%
Fisher Asset Management
23
Fisher Asset Management
Washington
$5.08M 210,689 +10,573 +5%
ACA
24
Affinity Capital Advisors
California
$4.86M 201,770 +22,252 +12%
Goldman Sachs
25
Goldman Sachs
New York
$4.82M 200,088 +188,402 +1,612%