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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 %
GRP
251
Global Retirement Partners
California
$3.18K 130 – –
BNP Paribas Financial Markets
252
BNP Paribas Financial Markets
France
$2.11K 86 -10 -10%
BWL
253
Bogart Wealth LLC
Virginia
$1.89K 77 – –
IGWM
254
ICA Group Wealth Management
Colorado
$1.76K 72 – –
WCM
255
Winthrop Capital Management
Indiana
$1K 41 – –
CFD
256
Creative Financial Designs
Indiana
$196 8 +8 New
Fidelity Investments
257
Fidelity Investments
Massachusetts
$24 1 -1 -50%
OMC
258
Old Mission Capital
Illinois
– – -182,596 Closed
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
– – -126,547 Closed
BCI
260
Brinker Capital Investments
Pennsylvania
– – -24,045 Closed
OPS
261
Orion Portfolio Solutions
Nebraska
– – -24,045 Closed
AFAS
262
Acorn Financial Advisory Services
Virginia
– – -16,120 Closed
ACA
263
American Capital Advisory
Idaho
– – -14,936 Closed
Truist Financial
264
Truist Financial
North Carolina
– – -14,474 Closed
DPI
265
Diversified Portfolios Inc
Michigan
– – -12,895 Closed
BPA
266
Beacon Pointe Advisors
California
– – -12,220 Closed
SVWAG
267
Sound View Wealth Advisors Group
Georgia
– – -11,933 Closed
OWM
268
Orgel Wealth Management
Wisconsin
– – -10,718 Closed
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
– – -10,333 Closed
DL
270
DOHJ LLC
Washington
– – -10,217 Closed
MWA
271
Martel Wealth Advisors
Washington
– – -8,625 Closed
PI
272
PFG Investments
New York
– – -8,416 Closed
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
– – -8,203 Closed
NP
274
NorthRock Partners
Minnesota
– – -3,939 Closed
RIM
275
Rockbridge Investment Management
New York
– – -1,605 Closed
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11
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