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

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$8.4M
2
Northern Trust
2
Northern Trust
Illinois
$5.34M
3
PRIG
3
Payden & Rygel Investment Group
California
$2.03M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.81M
5
AWP
5
Abacus Wealth Partners
California
$1.76M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
226
Gould Capital
Washington
$62.4K 2,550 +453 +22%
NCTC
227
New Covenant Trust Company
Indiana
$59.8K 2,443 +2,443 New
HFS
228
HBC Financial Services
Washington
$57K 2,379 – –
JWM
229
Janiczek Wealth Management
Colorado
$56K 2,288 +151 +7%
SS
230
Sunbelt Securities
Texas
$46K 1,878 – –
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$35.8K 1,470 +1,470 New
Comerica Bank
232
Comerica Bank
Texas
$35.2K 1,438 +29 +2%
PCMC
233
Private Capital Management (Colorado)
Colorado
$30.1K 1,229 +1,229 New
WP
234
WealthShield Partners
North Carolina
$23K 939 -2,205 -70%
CFO
235
CVA Family Office
Colorado
$19.1K 781 – –
DIP
236
DT Investment Partners
Pennsylvania
$18.8K 768 +212 +38%
FFA
237
Farther Finance Advisors
California
$17.8K 729 +177 +32%
SPIA
238
Steward Partners Investment Advisory
New York
$17.3K 707 +441 +166%
GWSG
239
GPS Wealth Strategies Group
Colorado
$16.6K 677 – –
SWM
240
Spire Wealth Management
Virginia
$15.8K 645 +645 New
YAL
241
Your Advocates Ltd
Texas
$10.9K 446 +45 +11%
PS
242
Principal Securities
Iowa
$10.9K 445 – –
KFP
243
Keener Financial Planning
Texas
$9K 336 +336 New
CB
244
Community Bank
New York
$8.56K 350 – –
VAG
245
VisionPoint Advisory Group
Texas
$5.88K 240 +7 +3%
SAM
246
Smartleaf Asset Management
Massachusetts
$5.51K 225 -576 -72%
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$4.87K 200 – –
WIC
248
Woodmont Investment Counsel
Tennessee
$4.36K 178 +178 New
PA
249
Parallel Advisors
California
$4.2K 172 +1 +0.6%
CMP
250
Coston McIsaac & Partners
Maine
$4K 164 +1 +0.6%
8 9
10
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