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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 %
VFA
101
Valeo Financial Advisors
Indiana
$1.07M 42,483 +2,201 +5%
William Blair & Company
102
William Blair & Company
Illinois
$1.04M 41,278 +226 +0.6%
Citadel Advisors
103
Citadel Advisors
Florida
$1.03M 40,810 +40,810 New
JSAM
104
J. Safra Asset Management
New York
$996K 39,506 +11,819 +43%
ACA
105
Affinity Capital Advisors
California
$951K 37,796 -7,807 -17%
DC
106
Davenport & Co
Virginia
$938K 37,279 +4,315 +13%
IGAM
107
iA Global Asset Management
Quebec, Canada
$936K 37,200 – –
OWA
108
Opal Wealth Advisors
New York
$898K 35,684 +2,384 +7%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$878K 34,900 -62,500 -64%
CTC
110
Central Trust Company
Missouri
$872K 34,651 -80 -0.2%
MIS
111
Morningstar Investment Services
Illinois
$825K 32,729 +32,729 New
FCIM
112
Fairview Capital Investment Management
California
$800K 31,800 – –
BFM
113
Boston Financial Management
Massachusetts
$795K 31,585 +3,316 +12%
AFG
114
Albion Financial Group
Utah
$779K 30,960 -6,099 -16%
PHIC
115
Pine Haven Investment Counsel
Massachusetts
$765K 30,417 +2,686 +10%
AWM
116
Aprio Wealth Management
Georgia
$765K 30,389 +40 +0.1%
NA
117
NewEdge Advisors
Louisiana
$755K 30,025 +3,185 +12%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$743K 29,512 -18,718 -39%
LFA
119
Level Financial Advisors
New York
$734K 29,191 -1,199 -4%
OIA
120
OneDigital Investment Advisors
Kansas
$715K 28,423 +28,423 New
WA
121
Westfuller Advisors
New York
$701K 27,842 +27,842 New
HGWM
122
Horst & Graben Wealth Management
Oregon
$679K 26,987 +26,987 New
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$677K 26,909 -1,434 -5%
Bank Julius Baer & Co
124
Bank Julius Baer & Co
Switzerland
$654K 21,932 -17,605 -45%
VWA
125
VERITY Wealth Advisors
United States
$647K 25,716 – –
3 4
5
6 7