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

254 hedge funds and large institutions have $587M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 17 closing their positions.

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
104
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$6.04M
2
MHS
2
M Holdings Securities
Oregon
$1.17M
3
FPF
3
First Pacific Financial
Washington
$19.5M
4
Jane Street
4
Jane Street
New York
$1.19M
5
MG
5
Mather Group
Illinois
$5.39M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$597K
2
UBS Group
2
UBS Group
Switzerland
$11.4M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$2.39M
4
CTC
4
Central Trust Company
Missouri
$851K
5
BBA
5
Braun-Bostich & Associates
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$6.12M 249,850 -13,799 -5%
EFP
27
Elser Financial Planning
Indiana
$6.04M 246,553 +246,553 New
PWM
28
Perigon Wealth Management
California
$5.91M 241,366 +4,906 +2%
DJSG
29
D.J. St. Germain
Massachusetts
$5.68M 231,995 +11,195 +5%
LFASL
30
Lugano Financial Advisors SA (LFA)
Switzerland
$5.41M 220,922 – –
MG
31
Mather Group
Illinois
$5.39M 220,364 +40,172 +22%
Bank of America
32
Bank of America
North Carolina
$5.37M 219,243 +2,198 +1%
Osaic Holdings
33
Osaic Holdings
Arizona
$5.27M 215,041 -5,047 -2%
AC
34
Apella Capital
Connecticut
$5.02M 204,710 +1,335 +0.7%
Financial Engines Advisors
35
Financial Engines Advisors
California
$4.69M 191,492 +18,640 +11%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$4.35M 177,439 -3,771 -2%
Fisher Asset Management
37
Fisher Asset Management
Washington
$4.1M 167,365 +15,484 +10%
SI
38
Seeds Investor
New York
$4.02M 164,198 -3,393 -2%
HI
39
Harbour Investments
Wisconsin
$3.84M 156,912 +8,588 +6%
AFA
40
Arlington Financial Advisors
California
$3.81M 155,682 +16,895 +12%
PL
41
Plancorp LLC
Missouri
$3.61M 147,281 – –
BMC
42
Bear Mountain Capital
Washington
$3.58M 145,191 +6,396 +5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$3.49M 142,300 -448 -0.3%
FT
44
Fiduciary Trust
Massachusetts
$3.37M 137,607 +3,615 +3%
CCM
45
Colorado Capital Management
Colorado
$3.36M 137,306 +15,436 +13%
KFAA
46
Klaas Financial Asset Advisors
Illinois
$2.73M 111,288 +18,655 +20%
Corient Private Wealth
47
Corient Private Wealth
Florida
$2.72M 111,230 -8,414 -7%
I
48
IMPACTfolio
Colorado
$2.65M 108,391 +9,716 +10%
COCM
49
Charter Oak Capital Management
New Hampshire
$2.64M 107,737 +8,208 +8%
LRWA
50
Long Run Wealth Advisors
New York
$2.41M 98,369 -520 -0.5%
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