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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 %
IWM
26
Integris Wealth Management
California
$6.24M 254,789 -2,005 -0.8%
PWM
27
Perigon Wealth Management
California
$5.79M 236,460 -5,784 -2%
LFASL
28
Lugano Financial Advisors SA (LFA)
Switzerland
$5.41M 220,922 -7,183 -3%
DJSG
29
D.J. St. Germain
Massachusetts
$5.41M 220,800 +17,636 +9%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.39M 220,088 +5,538 +3%
Northern Trust
31
Northern Trust
Illinois
$5.34M 217,963 +113,403 +108%
Bank of America
32
Bank of America
North Carolina
$5.31M 217,045 -49,448 -19%
AC
33
Apella Capital
Connecticut
$4.96M 203,375 +24,343 +14%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$4.44M 181,210 +10,579 +6%
MG
35
Mather Group
Illinois
$4.41M 180,192 +234 +0.1%
Financial Engines Advisors
36
Financial Engines Advisors
California
$4.23M 172,852 +17,281 +11%
SI
37
Seeds Investor
New York
$4.1M 167,591 +17,102 +11%
Fisher Asset Management
38
Fisher Asset Management
Washington
$3.72M 151,881 +13,594 +10%
HI
39
Harbour Investments
Wisconsin
$3.63M 148,324 +6,108 +4%
PL
40
Plancorp LLC
Missouri
$3.61M 147,281 -337 -0.2%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3.49M 142,748 -181,108 -56%
AFA
42
Arlington Financial Advisors
California
$3.4M 138,787 +10,238 +8%
BMC
43
Bear Mountain Capital
Washington
$3.36M 138,795 -1,260 -0.9%
FT
44
Fiduciary Trust
Massachusetts
$3.28M 133,992 +7,130 +6%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$3.22M 131,400 -20,000 -13%
CCM
46
Colorado Capital Management
Colorado
$2.98M 121,870 +32,778 +37%
Corient Private Wealth
47
Corient Private Wealth
Florida
$2.93M 119,644 +50,980 +74%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$2.57M 104,940 -26,028 -20%
COCM
49
Charter Oak Capital Management
New Hampshire
$2.44M 99,529 +1,815 +2%
LRWA
50
Long Run Wealth Advisors
New York
$2.42M 98,889 -2,430 -2%
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