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

253 hedge funds and large institutions have $573M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 30 closing their positions.

Holders
253
Holders Change
-12
Holders Change %
-4.53%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
95
Reduced
91
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.6M
2
MWM
2
Modera Wealth Management
New Jersey
$9.57M
3
AC
3
Apella Capital
Connecticut
$4.26M
4
DJSG
4
D.J. St. Germain
Massachusetts
$4.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.61M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$12.1M
2
SWG
2
Summit Wealth Group
Vermont
$2.06M
3
Ameriprise
3
Ameriprise
Minnesota
$17.7M
4
PO
4
Private Ocean
California
$21.3M
5
LWP
5
Laurel Wealth Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$56.6M 2,367,256 +57,739 +3%
Jane Street
2
Jane Street
New York
$26.6M 1,113,957 +835,883 +301%
Morgan Stanley
3
Morgan Stanley
New York
$23M 961,801 -61,016 -6%
PO
4
Private Ocean
California
$21.3M 889,972 -190,411 -18%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M 748,335 -153,439 -17%
Ameriprise
6
Ameriprise
Minnesota
$17.7M 739,522 -468,122 -39%
UBS Group
7
UBS Group
Switzerland
$16.9M 708,089 +53,788 +8%
PI
8
PFS Investments
Georgia
$16.1M 675,204 -62,591 -8%
FPF
9
First Pacific Financial
Washington
$15.1M 629,824 +69,138 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.6M 611,513 -4,305 -0.7%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$13.6M 569,642 -1,260 -0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.5M 523,514 -44,490 -8%
LPL Financial
13
LPL Financial
California
$12.4M 517,567 -56,281 -10%
EWA
14
EP Wealth Advisors
California
$12.1M 1,111 -14,854 -93%
AA
15
Acorns Advisers
California
$11.9M 497,573 +42,519 +9%
FF
16
Francis Financial
$10.7M 447,726 +42,598 +11%
Wells Fargo
17
Wells Fargo
California
$10.1M 422,844 +41,537 +11%
MWM
18
Modera Wealth Management
New Jersey
$9.57M 400,242 +385,047 +2,534%
MIA
19
Milestone Investment Advisors
Wisconsin
$9.16M 383,068 -20,728 -5%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$8.85M 370,018 -893 -0.2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$8.07M 337,587 +9,080 +3%
DWM
22
Destination Wealth Management
California
$8.03M 335,699 -2,952 -0.9%
AA
23
Alesco Advisors
New York
$7.89M 329,800 -29,980 -8%
Bank of America
24
Bank of America
North Carolina
$6.45M 269,749 -1,230 -0.5%
IWM
25
Integris Wealth Management
California
$6.07M 253,696 +11,669 +5%
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