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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 %
NCM
51
Northland Capital Management
Minnesota
$3.37M 136,281 +136,281 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$3.21M 129,886 +8,194 +7%
COCM
53
Charter Oak Capital Management
New Hampshire
$3.05M 123,466 +2,696 +2%
FT
54
Fiduciary Trust
Massachusetts
$3.01M 122,016 -12,437 -9%
Corient Private Wealth
55
Corient Private Wealth
Florida
$2.86M 115,605 -20,925 -15%
I
56
IMPACTfolio
Colorado
$2.84M 114,793 +4,453 +4%
CWD
57
Clarity Wealth Development
Oregon
$2.82M 113,644 +113,644 New
SG
58
Stanich Group
New York
$2.8M 113,437 +113,437 New
PAS
59
Park Avenue Securities
New York
$2.78M 112,335 +13,111 +13%
BC
60
Brio Consultants
California
$2.64M 106,798 +10,592 +11%
OWA
61
One Wealth Advisors
California
$2.47M 100,079 +42,992 +75%
CA
62
CGN Advisors
Kansas
$2.45M 99,046 +7,225 +8%
MML Investors Services
63
MML Investors Services
Massachusetts
$2.4M 97,113 +16,308 +20%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$2.33M 94,200 +10,761 +13%
AI
65
Accredited Investors
Minnesota
$2.31M 93,480 +20,136 +27%
EH
66
Equitable Holdings
New York
$2.21M 89,364 +9,648 +12%
PR
67
Payden & Rygel
California
$2.19M 88,579 – –
PA
68
Parkside Advisors
California
$2.16M 87,389 +18,507 +27%
FFM
69
Flagstone Financial Management
Nebraska
$2.12M 85,880 +8,329 +11%
EWM
70
Empirical Wealth Management
Washington
$2.12M 85,810 +5,177 +6%
BCM
71
Brookstone Capital Management
Illinois
$2.04M 82,389 +2,350 +3%
HighTower Advisors
72
HighTower Advisors
Illinois
$2.02M 81,698 +4,569 +6%
RCG
73
Regatta Capital Group
California
$1.97M 79,680 +3,790 +5%
SPIA
74
Strategic Point Investment Advisors
Rhode Island
$1.95M 78,940 +1,770 +2%
FTUS
75
Flow Traders U.S.
New York
$1.93M 78,207 -38,627 -33%
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