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

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$11.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$75.8M
4
EFP
4
Elser Financial Planning
Indiana
$6.53M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$11.6M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$1.93M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
226
PFG Advisors
Arizona
$222K 9,005 -103 -1%
MCM
227
MAI Capital Management
Ohio
$221K 8,940 +8,940 New
SRCM
228
Signature Resources Capital Management
California
$220K 8,917 +1,791 +25%
WB
229
WesBanco Bank
West Virginia
$220K 8,908 +8,908 New
WWM
230
Western Wealth Management
Colorado
$218K 8,826 -558 -6%
PP
231
PDS Planning
Ohio
$216K 8,760 +144 +2%
MWA
232
Martel Wealth Advisors
Washington
$204K 8,267 +243 +3%
MOS
233
MGO One Seven
Ohio
$203K 8,238 +8,238 New
CA
234
CWC Advisors
Oregon
$203K 8,201 +126 +2%
Creative Planning
235
Creative Planning
Kansas
$202K 8,186 +8,186 New
FPF
236
First Pacific Financial
Washington
$199K 8,076 +54 +0.7%
PTC
237
Private Trust Company
Ohio
$179K 7,260 – –
EWA
238
EverSource Wealth Advisors
Alabama
$173K 6,995 +436 +7%
AIA
239
Armor Investment Advisors
North Carolina
$171K 6,913 – –
EPW
240
Evergreen Private Wealth
Colorado
$161K 6,536 -1,076 -14%
HPC
241
HM Payson & Co
Maine
$158K 6,400 – –
FF
242
Finley Financial
Nevada
$152K 6,150 +6,150 New
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$151K 6,106 +211 +4%
ACA
244
American Capital Advisory
Idaho
$145K 5,890 – –
FRA
245
Front Row Advisors
California
$131K 5,315 +800 +18%
FGC
246
Financial Gravity Companies
Texas
$121K 4,885 +93 +2%
AWM
247
AE Wealth Management
Kansas
$117K 4,754 +4,754 New
AA
248
Ancora Advisors
Ohio
$106K 4,283 – –
VHAM
249
Van Hulzen Asset Management
California
$104K 4,214 +4,214 New
HBT
250
Hills Bank & Trust
Iowa
$103K 4,182 +22 +0.5%
8 9
10
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