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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 %
ASN
76
Advisory Services Network
Georgia
$1.91M 77,331 +19,133 +33%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$1.86M 75,465 +6,154 +9%
CNBT
78
Canandaigua National Bank & Trust
New York
$1.85M 74,703 +2,103 +3%
UCFA
79
United Capital Financial Advisors
Texas
$1.84M 74,688 +7,271 +11%
Stifel Financial
80
Stifel Financial
Missouri
$1.81M 73,318 +5,025 +7%
AWP
81
Abacus Wealth Partners
California
$1.77M 71,816 – –
EI
82
Ethic Inc
New York
$1.77M 71,816 – –
PSA
83
Plum Street Advisors
Louisiana
$1.68M 68,201 -8,267 -11%
FCM
84
Fortis Capital Management
Washington
$1.68M 67,969 +991 +1%
OFG
85
Omega Financial Group
California
$1.66M 67,268 -2,495 -4%
HHGA
86
Halbert Hargrove Global Advisors
California
$1.65M 66,945 -1,501 -2%
BMD
87
Better Money Decisions
New Mexico
$1.61M 65,054 -3,613 -5%
AWS
88
Atria Wealth Solutions
New York
$1.56M 63,303 +2,139 +3%
OCM
89
One Capital Management
California
$1.55M 62,936 +1,101 +2%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$1.51M 61,292 +61,292 New
PP
91
PrairieView Partners
Minnesota
$1.51M 61,234 +4,269 +7%
Jane Street
92
Jane Street
New York
$1.51M 60,952 -15,777 -21%
AssetMark Inc
93
AssetMark Inc
California
$1.49M 60,463 +13,955 +30%
NA
94
NewEdge Advisors
Louisiana
$1.48M 59,772 +29,747 +99%
CPCM
95
Cardinal Point Capital Management
Ontario, Canada
$1.42M 57,633 +5,050 +10%
TPCW
96
TD Private Client Wealth
New York
$1.39M 56,133 +2,822 +5%
OIA
97
OneDigital Investment Advisors
Kansas
$1.3M 52,737 +24,314 +86%
SFA
98
Sequoia Financial Advisors
Ohio
$1.28M 51,678 -12,702 -20%
FPCP
99
Fort Point Capital Partners
California
$1.24M 50,265 -6,183 -11%
SCA
100
STALEY CAPITAL ADVISERS
Pennsylvania
$1.24M 50,000 -5,000 -9%
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4
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