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

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$47.4M
2
WANY
2
Wealthspire Advisors (New York)
New York
$23.1M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.87M
5
LPL Financial
5
LPL Financial
California
$16.8M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$202K
2
AA
2
Alesco Advisors
New York
$245K
3
EFP
3
Elser Financial Planning
Indiana
$0
4
LRWA
4
Long Run Wealth Advisors
New York
$0
5
MG
5
Mather Group
Illinois
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$4.4K 174 +1 +0.6%
CFD
277
Creative Financial Designs
Indiana
$4.3K 171 +142 +490%
NB
278
NBT Bank
New York
$4.18K 166 +166 New
Fidelity Investments
279
Fidelity Investments
Massachusetts
$4.05K 161 +65 +68%
CA
280
CoreCap Advisors
Michigan
$3.45K 137 +137 New
JIP
281
Jaffetilchin Investment Partners
Florida
$3.25K 129 +129 New
GFPC
282
Global Financial Private Client
Florida
$2.57K 102 +102 New
WCM
283
Winthrop Capital Management
Indiana
$1K 41 – –
RCM
284
Raleigh Capital Management
North Carolina
$730 29 +29 New
BNP Paribas Financial Markets
285
BNP Paribas Financial Markets
France
$453 18 -41 -69%
TCM
286
Tradewinds Capital Management
Washington
$101 4 +4 New
CMP
287
Coston McIsaac & Partners
Maine
$4 167 +2 +1%
EFP
288
Elser Financial Planning
Indiana
– – -246,553 Closed
LRWA
289
Long Run Wealth Advisors
New York
– – -98,369 Closed
Focus Partners Wealth
290
Focus Partners Wealth
Massachusetts
– – -61,008 Closed
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
– – -48,906 Closed
MHS
292
M Holdings Securities
Oregon
– – -47,735 Closed
BEC
293
Blue Edge Capital
Virginia
– – -16,053 Closed
CHP
294
Cable Hill Partners
Oregon
– – -14,849 Closed
MWM
295
Mittelman Wealth Management
Massachusetts
– – -11,951 Closed
TWC
296
TD Waterhouse Canada
Ontario, Canada
– – -9,288 Closed
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
– – -8,991 Closed
SS
298
Sunbelt Securities
Texas
– – -1,878 Closed
FCAS
299
First Command Advisory Services
Texas
– – -1,142 Closed
VAG
300
VisionPoint Advisory Group
Texas
– – -250 Closed
9 10 11
12
13