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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 %
EPW
276
Endeavor Private Wealth
Kansas
$28K 1,133 +1,133 New
CIA
277
Cape Investment Advisory
Georgia
$26.7K 1,081 – –
Citigroup
278
Citigroup
New York
$24.7K 1,000 -4,000 -80%
KIM
279
Kestra Investment Management
Texas
$22K 892 +892 New
WP
280
WealthShield Partners
North Carolina
$19.7K 799 -15 -2%
CFO
281
CVA Family Office
Colorado
$19.3K 781 – –
DIP
282
DT Investment Partners
Pennsylvania
$19K 768 – –
PWA
283
Physician Wealth Advisors
Utah
$18.8K 761 +761 New
Jones Financial Companies
284
Jones Financial Companies
Missouri
$17.9K 725 – –
GWSG
285
GPS Wealth Strategies Group
Colorado
$16.7K 677 – –
OLVIG
286
Oliver Lagore Vanvalin Investment Group
Michigan
$13.5K 546 -79 -13%
GRP
287
Global Retirement Partners
California
$12.4K 501 -24 -5%
GWANC
288
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.6K 471 +471 New
OP
289
ORG Partners
Indiana
$11.6K 471 – –
YAL
290
Your Advocates Ltd
Texas
$11.6K 471 – –
PS
291
Principal Securities
Iowa
$10.5K 425 – –
RPA
292
Redwood Park Advisors
California
$9.83K 398 +398 New
TRCT
293
Tower Research Capital (TRC)
New York
$9.46K 383 +383 New
CA
294
CoreCap Advisors
Michigan
$9.19K 372 +235 +172%
SWM
295
Spire Wealth Management
Virginia
$7.39K 299 – –
WCM
296
WealthTrak Capital Management
Virginia
$7.19K 291 +291 New
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
$4.94K 200 – –
TCM
298
Tradewinds Capital Management
Washington
$4.74K 192 +188 +4,700%
IA
299
IFP Advisors
Florida
$4.69K 190 +190 New
PA
300
Parallel Advisors
California
$4.38K 177 +3 +2%
10 11
12
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