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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 %
NB
301
NBT Bank
New York
$4.1K 166 – –
CMP
302
Coston McIsaac & Partners
Maine
$4K 169 +2 +1%
HDIM
303
Hanson & Doremus Investment Management
Vermont
$3K 116 +116 New
Fidelity Investments
304
Fidelity Investments
Massachusetts
$2.82K 114 -47 -29%
GFPC
305
Global Financial Private Client
Florida
$2.69K 109 +7 +7%
FA
306
Fedenia Advisers
Wisconsin
$1.9K 77 +77 New
CB
307
Community Bank
New York
$1.85K 75 -275 -79%
DRP
308
Decker Retirement Planning
Utah
$1.7K 69 +69 New
SW
309
SoFi Wealth
California
$1.33K 54 +54 New
SWM
310
Sugarloaf Wealth Management
Georgia
$1.24K 50 -1,215 -96%
WCM
311
Winthrop Capital Management
Indiana
$1K 41 – –
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$49 2 +2 New
SFS
313
Sowell Financial Services
Arkansas
– – -72,729 Closed
Citadel Advisors
314
Citadel Advisors
Florida
– – -40,810 Closed
HSBC Holdings
315
HSBC Holdings
United Kingdom
– – -34,900 Closed
MIS
316
Morningstar Investment Services
Illinois
– – -32,729 Closed
Northern Trust
317
Northern Trust
Illinois
– – -24,377 Closed
Prudential Financial
318
Prudential Financial
New Jersey
– – -15,047 Closed
BIA
319
Bigelow Investment Advisors
Maine
– – -10,422 Closed
MFG
320
Mainsail Financial Group
Washington
– – -10,148 Closed
SIA
321
SGL Investment Advisors
Montana
– – -8,913 Closed
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
– – -8,257 Closed
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
– – -8,167 Closed
PCMC
324
Private Capital Management (Colorado)
Colorado
– – -1,229 Closed
MWA
325
MFA Wealth Advisors
Pennsylvania
– – -259 Closed
10 11 12
13
14