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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 %
CFIA
101
Cantor Fitzgerald Investment Advisors
New York
$1.1M 44,718 +2,371 +6%
Bank Julius Baer & Co
102
Bank Julius Baer & Co
Switzerland
$1.08M 39,537 -4,463 -10%
WCWM
103
Willow Creek Wealth Management
California
$1.05M 42,869 -1,035 -2%
William Blair & Company
104
William Blair & Company
Illinois
$1.01M 41,052 +159 +0.4%
VFA
105
Valeo Financial Advisors
Indiana
$987K 40,282 – –
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$973K 39,746 -1,511 -4%
IGAM
107
iA Global Asset Management
Quebec, Canada
$911K 37,200 – –
AFG
108
Albion Financial Group
Utah
$908K 37,059 +1,440 +4%
CTC
109
Central Trust Company
Missouri
$851K 34,731 -33,235 -49%
OWA
110
Opal Wealth Advisors
New York
$816K 33,300 -1,940 -6%
DC
111
Davenport & Co
Virginia
$807K 32,964 +2,061 +7%
PP
112
PrairieView Partners
Minnesota
$789K 32,227 +2,913 +10%
FCIM
113
Fairview Capital Investment Management
California
$779K 31,800 – –
LFA
114
Level Financial Advisors
New York
$744K 30,390 +470 +2%
AWM
115
Aprio Wealth Management
Georgia
$743K 30,349 -9,729 -24%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$694K 28,343 -1,119 -4%
BFM
117
Boston Financial Management
Massachusetts
$692K 28,269 -5,406 -16%
PHIC
118
Pine Haven Investment Counsel
Massachusetts
$679K 27,731 -1,055 -4%
JSAM
119
J. Safra Asset Management
New York
$678K 27,687 +27,687 New
NCM
120
Novare Capital Management
North Carolina
$678K 27,675 +27,675 New
NA
121
NewEdge Advisors
Louisiana
$657K 26,840 +5,600 +26%
KAS
122
Kestra Advisory Services
Texas
$643K 26,257 +6,325 +32%
VWA
123
VERITY Wealth Advisors
United States
$630K 25,716 – –
ODIJL
124
One Day In July LLC
Vermont
$629K 25,695 – –
AssetMark Inc
125
AssetMark Inc
California
$623K 25,456 +5,657 +29%
3 4
5
6 7