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

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$47.4M
2
WANY
2
Wealthspire Advisors (New York)
New York
$23.1M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.87M
5
LPL Financial
5
LPL Financial
California
$16.8M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$202K
2
AA
2
Alesco Advisors
New York
$245K
3
EFP
3
Elser Financial Planning
Indiana
$0
4
LRWA
4
Long Run Wealth Advisors
New York
$0
5
MG
5
Mather Group
Illinois
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
I
51
IMPACTfolio
Colorado
$2.78M 110,340 +1,949 +2%
PAS
52
Park Avenue Securities
New York
$2.5M 99,224 +99,224 New
BC
53
Brio Consultants
California
$2.42M 96,206 +7,509 +8%
CA
54
CGN Advisors
Kansas
$2.31M 91,821 +19,475 +27%
PR
55
Payden & Rygel
California
$2.23M 88,579 – –
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.1M 83,439 +27,118 +48%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.03M 80,805 +61,060 +309%
EWM
58
Empirical Wealth Management
Washington
$2.03M 80,633 -1,996 -2%
BCM
59
Brookstone Capital Management
Illinois
$2.01M 80,039 +2,588 +3%
EH
60
Equitable Holdings
New York
$2.01M 79,716 +22,908 +40%
FFM
61
Flagstone Financial Management
Nebraska
$1.95M 77,551 +3,140 +4%
SPIA
62
Strategic Point Investment Advisors
Rhode Island
$1.94M 77,170 -130 -0.2%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.94M 77,129 -1,732 -2%
Jane Street
64
Jane Street
New York
$1.93M 76,729 +28,028 +58%
PSA
65
Plum Street Advisors
Louisiana
$1.92M 76,468 +4,117 +6%
RCG
66
Regatta Capital Group
California
$1.91M 75,890 +2,857 +4%
AI
67
Accredited Investors
Minnesota
$1.85M 73,344 +415 +0.6%
SFS
68
Sowell Financial Services
Arkansas
$1.83M 72,729 -5,314 -7%
CNBT
69
Canandaigua National Bank & Trust
New York
$1.83M 72,600 +72,600 New
AWP
70
Abacus Wealth Partners
California
$1.81M 71,816 – –
EI
71
Ethic Inc
New York
$1.76M 71,816 – –
OFG
72
Omega Financial Group
California
$1.76M 69,763 -1,441 -2%
BCWM
73
Bartlett & Co Wealth Management
Ohio
$1.74M 69,311 -379 -0.5%
PA
74
Parkside Advisors
California
$1.73M 68,882 +392 +0.6%
BMD
75
Better Money Decisions
New Mexico
$1.73M 68,667 -13,356 -16%
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