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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

284 hedge funds and large institutions have $610M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 82 reducing their positions, and 11 closing their positions.

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
125
Reduced
82
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$51.2M 2,154,169 +27,617 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.8M 1,967,959 +807,772 +70%
Ameriprise
3
Ameriprise
Minnesota
$29.9M 1,257,063 +280,199 +29%
PO
4
Private Ocean
California
$27.7M 1,165,432 -471 -0%
Morgan Stanley
5
Morgan Stanley
New York
$25.1M 1,054,070 -150,022 -12%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$17.4M 730,251 -172,393 -19%
PI
7
PFS Investments
Georgia
$16.9M 712,569 +371,518 +109%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15M 632,831 +55,391 +10%
UBS Group
9
UBS Group
Switzerland
$13.6M 573,436 +51,271 +10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13.4M 562,888 +20,934 +4%
LPL Financial
11
LPL Financial
California
$12.1M 507,632 +16,098 +3%
BlackRock
12
BlackRock
New York
$11.9M 500,614 +4,176 +0.8%
AA
13
Acorns Advisers
California
$9.78M 411,381 +46,092 +13%
MIA
14
Milestone Investment Advisors
Wisconsin
$9.63M 405,125 +405,125 New
Wells Fargo
15
Wells Fargo
California
$9.59M 403,490 -961,716 -70%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$8.87M 373,143 +176,387 +90%
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$8.63M 363,139 +19,786 +6%
EWA
18
EP Wealth Advisors
California
$8.62M 362,617 +33,018 +10%
FPF
19
First Pacific Financial
Washington
$8.02M 337,602 +17,889 +6%
DWM
20
Destination Wealth Management
California
$7.7M 323,889 +4,005 +1%
PFM
21
Parsec Financial Management
North Carolina
$6.79M 285,514 +6,538 +2%
AA
22
Alesco Advisors
New York
$6.66M 280,145 -1,525 -0.5%
Bank of America
23
Bank of America
North Carolina
$6.28M 264,309 -19,554 -7%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.86M 246,387 -35,332 -13%
IWM
25
Integris Wealth Management
California
$5.25M 220,777 +220,777 New