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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 %
SFA
76
Sequoia Financial Advisors
Ohio
$1.57M 64,103 +2,124 +3%
SWG
77
Summit Wealth Group
Vermont
$1.56M 63,834 -5,351 -8%
OCM
78
One Capital Management
California
$1.51M 61,789 -117 -0.2%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$1.5M 61,008 -13,508 -18%
Stifel Financial
80
Stifel Financial
Missouri
$1.5M 61,276 +5,385 +10%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.5M 61,169 +11,020 +22%
FPCP
82
Fort Point Capital Partners
California
$1.49M 60,746 – –
LWMG
83
Levy Wealth Management Group
Pennsylvania
$1.49M 60,661 +50 +0.1%
ASN
84
Advisory Services Network
Georgia
$1.43M 58,198 -6,273 -10%
Franklin Resources
85
Franklin Resources
California
$1.4M 57,235 -23,616 -29%
EH
86
Equitable Holdings
New York
$1.39M 56,808 +7,173 +14%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$1.38M 56,321 -5,540 -9%
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$1.35M 55,000 – –
TPCW
89
TD Private Client Wealth
New York
$1.27M 52,025 +787 +2%
CPCM
90
Cardinal Point Capital Management
Ontario, Canada
$1.24M 50,643 -8,770 -15%
LRIA
91
Leonard Rickey Investment Advisors
Washington
$1.22M 49,757 +467 +0.9%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$1.2M 48,906 – –
Jane Street
93
Jane Street
New York
$1.19M 48,701 +40,312 +481%
SAG
94
SageView Advisory Group
California
– – – –
RJFSA
95
Raymond James Financial Services Advisors
Florida
$1.18M 48,230 +6,533 +16%
JFA
96
JNBA Financial Advisors
Minnesota
$1.17M 47,944 -352 -0.7%
MHS
97
M Holdings Securities
Oregon
$1.17M 47,735 +47,735 New
UB
98
UMB Bank
Missouri
$1.14M 46,395 +18,614 +67%
UCFA
99
United Capital Financial Advisors
Texas
$1.12M 45,733 -4,838 -10%
ACA
100
Affinity Capital Advisors
California
$1.12M 45,603 -3,169 -6%
2 3
4
5 6