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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 %
MCWS
126
McKinley Carter Wealth Services
West Virginia
$582K 23,781 +909 +4%
FMWA
127
Forvis Mazars Wealth Advisors
Missouri
$568K 23,184 -6,267 -21%
AIP
128
Ameritas Investment Partners
Nebraska
$548K 22,385 +419 +2%
APP
129
Avantax Planning Partners
Iowa
$545K 22,247 +759 +4%
B
130
Birchbrook
Maine
$542K 22,149 +603 +3%
LFG
131
Larson Financial Group
Missouri
$538K 21,979 -365 -2%
MML Investors Services
132
MML Investors Services
Massachusetts
$537K 21,922 +4,965 +29%
AF
133
Arrow Financial
New York
$534K 21,830 +2,650 +14%
CHP
134
Cable Hill Partners
Oregon
$531K 21,740 – –
RJA
135
Raymond James & Associates
Florida
$522K 21,318 -8,840 -29%
NA
136
NewEdge Advisors
Louisiana
$520K 21,240 +7,917 +59%
CAM
137
Clarity Asset Management
Iowa
$517K 21,132 -18,301 -46%
BSB
138
Bangor Savings Bank
Maine
$512K 20,910 – –
HR
139
Hardy Reed
Mississippi
$508K 20,748 – –
PS
140
Portfolio Strategies
New York
$508K 20,748 +20,748 New
TWM
141
Tradition Wealth Management
Minnesota
$508K 20,735 +319 +2%
SDWMA
142
Schneider Downs Wealth Management Advisors
Pennsylvania
$506K 20,666 -1,188 -5%
RA
143
RFG Advisory
Alabama
$503K 20,529 +246 +1%
KAS
144
Kestra Advisory Services
Texas
$488K 19,932 +1,584 +9%
AssetMark Inc
145
AssetMark Inc
California
$485K 19,799 +945 +5%
PPW
146
Presilium Private Wealth
Pennsylvania
$481K 19,663 +3,534 +22%
PJSIMP
147
P.J. Schmidt Investment Management (PJS)
Wisconsin
$478K 19,518 -2,391 -11%
Mariner
148
Mariner
Kansas
$451K 18,404 +18,404 New
RCAG
149
Rehmann Capital Advisory Group
Michigan
$449K 18,351 +63 +0.3%
LFA
150
Legacy Financial Advisors
Kentucky
$440K 17,971 -164 -0.9%
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6
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