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

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 97 reducing their positions, and 36 closing their positions.

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
126
Reduced
97
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$9.53M
2
LPL Financial
2
LPL Financial
California
$27.1M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$80.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.9M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$2M
3
EP
3
Essential Planning
New Hampshire
$0
4
EFP
4
Elser Financial Planning
Indiana
$0
5
EB
5
Eastern Bank
Massachusetts
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
CNBT
76
Canandaigua National Bank & Trust
New York
$1.88M 75,382 +679 +0.9%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.83M 73,290 -20,910 -22%
OFG
78
Omega Financial Group
California
$1.81M 72,475 +5,207 +8%
BMD
79
Better Money Decisions
New Mexico
$1.68M 67,397 +2,343 +4%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$1.53M 61,330 +38 +0.1%
PP
81
PrairieView Partners
Minnesota
$1.52M 60,710 -524 -0.9%
CGL
82
Clarius Group LLC
Washington
$1.46M 58,242 +48,910 +524%
PSA
83
Plum Street Advisors
Louisiana
$1.4M 56,063 -12,138 -18%
CPCM
84
Cardinal Point Capital Management
Ontario, Canada
$1.36M 54,448 -3,185 -6%
NA
85
NewEdge Advisors
Louisiana
$1.34M 53,656 -6,116 -10%
UCFA
86
United Capital Financial Advisors
Texas
$1.33M 53,143 -21,545 -29%
UB
87
UMB Bank
Missouri
$1.25M 50,062 +13,614 +37%
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$1.25M 50,000 – –
FPCP
89
Fort Point Capital Partners
California
$1.25M 49,923 -342 -0.7%
EH
90
Equitable Holdings
New York
$1.25M 49,841 -39,523 -44%
LRIA
91
Leonard Rickey Investment Advisors
Washington
$1.24M 49,880 +886 +2%
SFA
92
Sequoia Financial Advisors
Ohio
$1.21M 48,586 -3,092 -6%
TPCW
93
TD Private Client Wealth
New York
$1.21M 48,540 -7,593 -14%
VFA
94
Valeo Financial Advisors
Indiana
$1.19M 47,700 +5,217 +12%
AFG
95
Albion Financial Group
Utah
$1.14M 45,600 +14,310 +46%
WCWM
96
Willow Creek Wealth Management
California
$1.13M 45,067 -524 -1%
DC
97
Davenport & Co
Virginia
$1.09M 43,575 +460 +1%
SWG
98
Summit Wealth Group
Vermont
$1.07M 42,949 +1,070 +3%
SDWMA
99
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M 42,694 -1,205 -3%
OWA
100
Opal Wealth Advisors
New York
$1.06M 42,432 +2,927 +7%
2 3
4
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