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

264 hedge funds and large institutions have $617M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
264
Holders Change
+18
Holders Change %
+7.32%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
90
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.2M
3
PWM
3
Perigon Wealth Management
California
$5.93M
4
OMC
4
Old Mission Capital
Illinois
$4.47M
5
SI
5
Seeds Investor
New York
$3.68M

Top Sellers

1
PO
1
Private Ocean
California
$12M
2
AI
2
Atria Investments
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.9M
5
Ameriprise
5
Ameriprise
Minnesota
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$63.2M 2,580,129 +245,507 +11%
Morgan Stanley
2
Morgan Stanley
New York
$52.7M 2,151,130 +1,166,657 +119%
FPF
3
First Pacific Financial
Washington
$17.3M 704,999 +39,360 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.7M 681,751 +62,900 +10%
Ameriprise
5
Ameriprise
Minnesota
$15.3M 629,368 -67,024 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.9M 609,378 -13,013 -2%
LPL Financial
7
LPL Financial
California
$14.5M 591,152 +45,023 +8%
UBS Group
8
UBS Group
Switzerland
$14.4M 586,699 -92,830 -14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.9M 568,830 -92,180 -14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13.6M 556,337 -6,935 -1%
AA
11
Acorns Advisers
California
$13.4M 548,401 +30,192 +6%
PO
12
Private Ocean
California
$12M 488,248 -277,888 -36%
Wells Fargo
13
Wells Fargo
California
$11.8M 483,856 +68,896 +17%
FF
14
Francis Financial
$11.5M 471,259 -2,357 -0.5%
MWM
15
Modera Wealth Management
New Jersey
$10.6M 431,526 +22,667 +6%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$9.39M 383,390 -8,610 -2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$9.11M 372,320 +22,446 +6%
EWA
18
EP Wealth Advisors
California
$9.01M 367,875 -41,778 -10%
AA
19
Alesco Advisors
New York
$8.28M 338,255 +7,800 +2%
DWM
20
Destination Wealth Management
California
$8.03M 327,872 -16,366 -5%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.93M 323,856 -21,587 -6%
MIA
22
Milestone Investment Advisors
Wisconsin
$7.85M 320,620 -51,050 -14%
AF
23
Allworth Financial
California
$7.45M 304,224 +31,371 +11%
SC
24
Savant Capital
Illinois
$7.28M 297,535 +37,256 +14%
Bank of America
25
Bank of America
North Carolina
$6.52M 266,493 -1,048 -0.4%
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