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

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 97 reducing their positions, and 36 closing their positions.

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
126
Reduced
97
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$9.53M
2
LPL Financial
2
LPL Financial
California
$27.1M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$80.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.9M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$2M
3
EP
3
Essential Planning
New Hampshire
$0
4
EFP
4
Elser Financial Planning
Indiana
$0
5
EB
5
Eastern Bank
Massachusetts
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
26
Financial Engines Advisors
California
$7.61M 304,339 +9,414 +3%
IWM
27
Integris Wealth Management
California
$7.04M 281,579 +2,257 +0.8%
II
28
Impact Investors
California
$6.76M 270,385 +78,794 +41%
Bank of America
29
Bank of America
North Carolina
$6.53M 261,264 -491 -0.2%
LFASL
30
Lugano Financial Advisors SA (LFA)
Switzerland
$5.97M 238,952 +21,230 +10%
AC
31
Apella Capital
Connecticut
$5.45M 219,793 -248 -0.1%
Fisher Asset Management
32
Fisher Asset Management
Washington
$5.43M 217,216 +28,178 +15%
NCM
33
Northland Capital Management
Minnesota
$5.04M 201,544 +65,263 +48%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$4.92M 196,706 +9,268 +5%
CCM
35
Colorado Capital Management
Colorado
$4.74M 189,603 +27,109 +17%
MG
36
Mather Group
Illinois
$4.63M 185,369 +8,158 +5%
HI
37
Harbour Investments
Wisconsin
$4.35M 173,909 +4,401 +3%
AFA
38
Arlington Financial Advisors
California
$4.27M 170,864 +2,033 +1%
SI
39
Seeds Investor
New York
$4.09M 163,512 +9,797 +6%
DAS
40
Dynamic Advisor Solutions
Arizona
$3.79M 151,847 -72,337 -32%
BMC
41
Bear Mountain Capital
Washington
$3.75M 149,667 -6,744 -4%
Corient Private Wealth
42
Corient Private Wealth
Florida
$3.72M 148,933 +33,328 +29%
PL
43
Plancorp LLC
Missouri
$3.68M 147,281 – –
AI
44
Accredited Investors
Minnesota
$3.63M 145,273 +51,793 +55%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$3.52M 140,885 -152 -0.1%
KWA
46
Kondo Wealth Advisors
California
$3.33M 133,310 -17,299 -11%
FCM
47
Fortis Capital Management
Washington
$3.24M 129,780 +61,811 +91%
COCM
48
Charter Oak Capital Management
New Hampshire
$3.24M 129,665 +6,199 +5%
I
49
IMPACTfolio
Colorado
$3.21M 128,294 +13,501 +12%
SG
50
Stanich Group
New York
$3.19M 127,799 +14,362 +13%
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