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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 %
MBFW
251
Morton Brown Family Wealth
Pennsylvania
$99.7K 4,037 +1,407 +53%
RPCA
252
Running Point Capital Advisors
California
$98K 3,966 +263 +7%
PWM
253
Parkworth Wealth Management
California
$96.5K 3,909 +3,909 New
Deutsche Bank
254
Deutsche Bank
Germany
$94.9K 3,843 – –
S
255
Sachetta
Massachusetts
$91.5K 3,705 – –
US Bancorp
256
US Bancorp
Minnesota
$89.9K 3,640 +205 +6%
VWA
257
VSM Wealth Advisory
Maryland
$79.7K 3,228 +3,228 New
AF
258
Advisornet Financial
Minnesota
$77.6K 3,143 -139 -4%
AWM
259
AllSquare Wealth Management
New York
$76.1K 3,080 – –
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.4K 2,953 – –
GC
261
Gould Capital
Washington
$65.7K 2,659 – –
FFA
262
Farther Finance Advisors
California
$59.7K 2,418 +657 +37%
HFS
263
HBC Financial Services
Washington
$58K 2,379 – –
OC
264
Oarsman Capital
Wisconsin
$57.1K 2,312 +267 +13%
FHA
265
First Horizon Advisors
Tennessee
$53.8K 2,178 +25 +1%
BlackRock
266
BlackRock
New York
$52.3K 2,117 +960 +83%
JWA
267
JFS Wealth Advisors
Pennsylvania
$46.4K 1,878 +179 +11%
M
268
MOTCO
Texas
$46K 1,862 +998 +116%
CFD
269
Creative Financial Designs
Indiana
$42.4K 1,717 +1,546 +904%
BSB
270
Bangor Savings Bank
Maine
$41.5K 1,680 – –
FVIM
271
Fort Vancouver Investment Management
Washington
$40K 1,621 +80 +5%
CAL
272
Capital Analysts LLC
Pennsylvania
$40K 1,656 +300 +22%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$36.3K 1,470 – –
T
274
Transce3nd
Texas
$35.6K 1,441 +1,441 New
AG
275
AmeriFlex Group
Nevada
$35.3K 1,422 +1,422 New
9 10
11
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