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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 %
HHGA
76
Halbert Hargrove Global Advisors
California
$1.72M 68,446 -18,833 -22%
Stifel Financial
77
Stifel Financial
Missouri
$1.72M 68,293 +7,017 +11%
UCFA
78
United Capital Financial Advisors
Texas
$1.7M 67,417 +21,684 +47%
FCM
79
Fortis Capital Management
Washington
$1.69M 66,978 -203 -0.3%
SFA
80
Sequoia Financial Advisors
Ohio
$1.62M 64,380 +277 +0.4%
OCM
81
One Capital Management
California
$1.56M 61,835 +46 +0.1%
AWS
82
Atria Wealth Solutions
New York
$1.54M 61,164 +61,164 New
SWG
83
Summit Wealth Group
Vermont
$1.53M 60,928 -2,906 -5%
OWA
84
One Wealth Advisors
California
$1.44M 57,087 +57,087 New
PP
85
PrairieView Partners
Minnesota
$1.43M 56,965 +24,738 +77%
SDWMA
86
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.43M 56,694 +36,028 +174%
ASN
87
Advisory Services Network
Georgia
$1.43M 58,198 – –
Franklin Resources
88
Franklin Resources
California
$1.42M 57,035 -200 -0.3%
FPCP
89
Fort Point Capital Partners
California
$1.42M 56,448 -4,298 -7%
SCA
90
STALEY CAPITAL ADVISERS
Pennsylvania
$1.38M 55,000 – –
TPCW
91
TD Private Client Wealth
New York
$1.34M 53,311 +1,286 +2%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.33M 52,906 -8,263 -14%
CPCM
93
Cardinal Point Capital Management
Ontario, Canada
$1.32M 52,583 +1,940 +4%
UB
94
UMB Bank
Missouri
$1.3M 51,709 +5,314 +11%
LRIA
95
Leonard Rickey Investment Advisors
Washington
$1.25M 49,671 -86 -0.2%
SAG
96
SageView Advisory Group
California
$1.2M 47,695 +47,695 New
AssetMark Inc
97
AssetMark Inc
California
$1.17M 46,508 +21,052 +83%
JFA
98
JNBA Financial Advisors
Minnesota
$1.11M 43,955 -3,989 -8%
WCWM
99
Willow Creek Wealth Management
California
$1.1M 43,602 +733 +2%
CFIA
100
Cantor Fitzgerald Investment Advisors
New York
$1.09M 43,166 -1,552 -3%
2 3
4
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