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

251 hedge funds and large institutions have $555M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 13 closing their positions.

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
4.34%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
22
Increased
85
Reduced
98
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$50M
2
BlackRock
2
BlackRock
New York
$11.7M
3
Wells Fargo
3
Wells Fargo
California
$32.1M
4
PFM
4
Parsec Financial Management
North Carolina
$6.55M
5
I
5
IMPACTfolio
Colorado
$4.34M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$0
2
Jane Street
2
Jane Street
New York
$3.04M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
PL
5
Plancorp LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$50M 2,126,552 +1,926,464 +963%
Wells Fargo
2
Wells Fargo
California
$32.1M 1,365,206 +170,939 +14%
Morgan Stanley
3
Morgan Stanley
New York
$28.3M 1,204,092 +15,942 +1%
PO
4
Private Ocean
California
$27.4M 1,165,903 +19,015 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.3M 1,160,187 -174,136 -13%
Ameriprise
6
Ameriprise
Minnesota
$22.6M 976,864 +6,829 +0.7%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$21.2M 902,644 -69,729 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.6M 577,440 +3,132 +0.5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12.7M 541,954 -17,970 -3%
UBS Group
10
UBS Group
Switzerland
$12.3M 522,165 +15,540 +3%
BlackRock
11
BlackRock
New York
$11.7M 496,438 +495,649 +62,820%
LPL Financial
12
LPL Financial
California
$11.5M 491,534 -157,709 -24%
AA
13
Acorns Advisers
California
$8.58M 365,289 +40,984 +13%
FLPIM
14
F.L. Putnam Investment Management
Massachusetts
$8.07M 343,353 -3,185 -0.9%
EWA
15
EP Wealth Advisors
California
$7.74M 329,599 +10,998 +3%
DWM
16
Destination Wealth Management
California
$7.51M 319,884 +19,179 +6%
FPF
17
First Pacific Financial
Washington
$7.51M 319,713 -40,151 -11%
Bank of America
18
Bank of America
North Carolina
$6.67M 283,863 -12,867 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.62M 281,719 +1,703 +0.6%
AA
20
Alesco Advisors
New York
$6.62M 281,670 -4,005 -1%
PFM
21
Parsec Financial Management
North Carolina
$6.55M 278,976 +119,000 +74%
BCM
22
Brookstone Capital Management
Illinois
$5.06M 216,924 -71,706 -25%
SA
23
Stewardship Advisors
Pennsylvania
$4.76M 202,463 +4,930 +2%
ACA
24
Affinity Capital Advisors
California
$4.72M 200,840 -930 -0.5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$4.62M 196,756 +30,332 +18%
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