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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 %
PWM
26
Perigon Wealth Management
California
$7.57M 305,936 +33,150 +12%
DJSG
27
D.J. St. Germain
Massachusetts
$7.43M 300,924 +60,339 +25%
Financial Engines Advisors
28
Financial Engines Advisors
California
$7.28M 294,925 +102,845 +54%
IWM
29
Integris Wealth Management
California
$6.9M 279,322 +17,147 +7%
EFP
30
Elser Financial Planning
Indiana
$6.53M 264,543 +264,543 New
Bank of America
31
Bank of America
North Carolina
$6.47M 261,755 +37,306 +17%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.81M 235,271 +6,382 +3%
DAS
33
Dynamic Advisor Solutions
Arizona
$5.54M 224,184 -19,406 -8%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$5.52M 223,375 -30,748 -12%
AC
35
Apella Capital
Connecticut
$5.44M 220,041 +17,165 +8%
LFASL
36
Lugano Financial Advisors SA (LFA)
Switzerland
$5.38M 217,722 – –
II
37
Impact Investors
California
$4.73M 191,591 +191,591 New
Fisher Asset Management
38
Fisher Asset Management
Washington
$4.67M 189,038 +20,029 +12%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$4.63M 187,438 +5,639 +3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$4.51M 182,648 +21,873 +14%
MG
41
Mather Group
Illinois
$4.38M 177,211 +20,571 +13%
HI
42
Harbour Investments
Wisconsin
$4.19M 169,508 +4,471 +3%
AFA
43
Arlington Financial Advisors
California
$4.17M 168,831 +5,696 +3%
CCM
44
Colorado Capital Management
Colorado
$4.01M 162,494 +22,450 +16%
BMC
45
Bear Mountain Capital
Washington
$3.87M 156,411 +8,515 +6%
SI
46
Seeds Investor
New York
$3.8M 153,715 +3,279 +2%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$3.8M 153,715 +100,809 +191%
KWA
48
Kondo Wealth Advisors
California
$3.72M 150,609 +150,609 New
PL
49
Plancorp LLC
Missouri
$3.64M 147,281 – –
KFAA
50
Klaas Financial Asset Advisors
Illinois
$3.48M 141,037 +29,391 +26%
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