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

265 hedge funds and large institutions have $549M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
-19
Holders Change %
-6.69%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
104
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$9.75M
2
FPF
2
First Pacific Financial
Washington
$13.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.6M
4
Jane Street
4
Jane Street
New York
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$15.7M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M
3
BlackRock
3
BlackRock
New York
$92.2K
4
SA
4
Stewardship Advisors
Pennsylvania
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$55.6M 2,309,517 +155,348 +7%
Ameriprise
2
Ameriprise
Minnesota
$29.1M 1,207,644 -49,419 -4%
PO
3
Private Ocean
California
$26M 1,080,383 -85,049 -7%
Morgan Stanley
4
Morgan Stanley
New York
$24.6M 1,022,817 -31,253 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$21.7M 901,774 -1,066,185 -54%
PI
6
PFS Investments
Georgia
$17.8M 737,795 +25,226 +4%
UBS Group
7
UBS Group
Switzerland
$15.7M 654,301 +80,865 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.8M 615,818 -17,013 -3%
LPL Financial
9
LPL Financial
California
$13.8M 573,848 +66,216 +13%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$13.7M 570,902 -159,349 -22%
FPF
11
First Pacific Financial
Washington
$13.5M 560,686 +223,084 +66%
AA
12
Acorns Advisers
California
$10.9M 455,054 +43,673 +11%
FF
13
Francis Financial
$9.75M 405,128 +343,220 +554%
MIA
14
Milestone Investment Advisors
Wisconsin
$9.72M 403,796 -1,329 -0.3%
Wells Fargo
15
Wells Fargo
California
$9.17M 381,307 -22,183 -5%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$8.92M 370,911 +7,772 +2%
AA
17
Alesco Advisors
New York
$8.66M 359,780 +79,635 +28%
DWM
18
Destination Wealth Management
California
$8.15M 338,651 +14,762 +5%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$7.9M 328,507 -44,636 -12%
PFM
20
Parsec Financial Management
North Carolina
$6.82M 283,351 -2,163 -0.8%
Jane Street
21
Jane Street
New York
$6.69M 278,074 +143,020 +106%
Bank of America
22
Bank of America
North Carolina
$6.52M 270,979 +6,670 +3%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$5.86M 243,683 +43,292 +22%
IWM
24
Integris Wealth Management
California
$5.82M 242,027 +21,250 +10%
SC
25
Savant Capital
Illinois
$4.93M 204,793 -666 -0.3%
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