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

246 hedge funds and large institutions have $547M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
105
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.7M
2
EWA
2
EP Wealth Advisors
California
$9.74M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$3.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.97M
5
PL
5
Plancorp LLC
Missouri
$3.35M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.42M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.8M
4
PO
4
Private Ocean
California
$18.2M
5
OWA
5
Opal Wealth Advisors
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$55.5M 2,334,622 -32,634 -1%
Morgan Stanley
2
Morgan Stanley
New York
$23.4M 984,473 +22,672 +2%
PO
3
Private Ocean
California
$18.2M 766,136 -123,836 -14%
Ameriprise
4
Ameriprise
Minnesota
$16.6M 696,392 -43,130 -6%
UBS Group
5
UBS Group
Switzerland
$16.2M 679,529 -28,560 -4%
FPF
6
First Pacific Financial
Washington
$15.8M 665,639 +35,815 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$15.7M 661,010 +661,010 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14.8M 622,391 -125,944 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.7M 618,851 +7,338 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13.4M 563,272 +39,758 +8%
LPL Financial
11
LPL Financial
California
$13M 546,129 +28,562 +6%
AA
12
Acorns Advisers
California
$12.3M 518,209 +20,636 +4%
FF
13
Francis Financial
$11.3M 473,616 +25,890 +6%
Wells Fargo
14
Wells Fargo
California
$9.86M 414,960 -7,884 -2%
EWA
15
EP Wealth Advisors
California
$9.74M 409,653 +408,542 +36,772%
MWM
16
Modera Wealth Management
New Jersey
$9.72M 408,859 +8,617 +2%
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$9.32M 392,000 +21,982 +6%
MIA
18
Milestone Investment Advisors
Wisconsin
$8.83M 371,670 -11,398 -3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$8.32M 349,874 +12,287 +4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$8.21M 345,443 -224,199 -39%
DWM
21
Destination Wealth Management
California
$8.18M 344,238 +8,539 +3%
AA
22
Alesco Advisors
New York
$7.85M 330,455 +655 +0.2%
AF
23
Allworth Financial
California
$6.49M 272,853 +35,240 +15%
Bank of America
24
Bank of America
North Carolina
$6.36M 267,541 -2,208 -0.8%
SC
25
Savant Capital
Illinois
$6.19M 260,279 +35,110 +16%
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