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

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$8.4M
2
Northern Trust
2
Northern Trust
Illinois
$5.34M
3
PRIG
3
Payden & Rygel Investment Group
California
$2.03M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.81M
5
AWP
5
Abacus Wealth Partners
California
$1.76M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$1M 40,893 +3,893 +11%
AWM
102
Aprio Wealth Management
Georgia
$981K 40,078 -22,642 -36%
VFA
103
Valeo Financial Advisors
Indiana
$977K 40,282 +1,193 +3%
IGAM
104
iA Global Asset Management
Quebec, Canada
$911K 37,200 +37,200 New
CA
105
CGN Advisors
Kansas
$907K 37,050 +29 +0.1%
GWM
106
Grand Wealth Management
Michigan
$895K 36,568 +1,106 +3%
AFG
107
Albion Financial Group
Utah
$872K 35,619 +13,106 +58%
OWA
108
Opal Wealth Advisors
New York
$863K 35,240 -22,643 -39%
CAN
109
Cetera Advisor Networks
California
$831K 33,926 -14,177 -29%
BFM
110
Boston Financial Management
Massachusetts
$824K 33,675 +1,080 +3%
LGWM
111
Litman Gregory Wealth Management
California
$793K 32,405 – –
FCIM
112
Fairview Capital Investment Management
California
$778K 31,800 +200 +0.6%
DC
113
Davenport & Co
Virginia
$757K 30,903 – –
BBA
114
Braun-Bostich & Associates
Pennsylvania
$740K 30,214 -3,746 -11%
LFA
115
Level Financial Advisors
New York
$732K 29,920 +1,232 +4%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$721K 29,462 -550 -2%
PP
117
PrairieView Partners
Minnesota
$718K 29,314 -83 -0.3%
PHIC
118
Pine Haven Investment Counsel
Massachusetts
$705K 28,786 -133 -0.5%
FPAS
119
Focus Partners Advisor Solutions
Missouri
$695K 28,402 +4,708 +20%
UB
120
UMB Bank
Missouri
$680K 27,781 – –
WA
121
Westfuller Advisors
New York
$672K 27,444 +27,444 New
WT
122
Whittier Trust
California
$634K 25,903 – –
VWA
123
VERITY Wealth Advisors
United States
$630K 25,716 – –
ODIJL
124
One Day In July LLC
Vermont
$629K 25,695 – –
JBA
125
Johnson Bixby & Associates
Washington
$608K 24,830 -12,207 -33%
3 4
5
6 7