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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 %
CAM
126
Clarity Asset Management
Iowa
$621K 25,371 +4,239 +20%
JBA
127
Johnson Bixby & Associates
Washington
$609K 24,881 +51 +0.2%
Northern Trust
128
Northern Trust
Illinois
$597K 24,377 -193,586 -89%
AIP
129
Ameritas Investment Partners
Nebraska
$581K 23,729 +1,344 +6%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$570K 23,283 -498 -2%
LGWM
131
Litman Gregory Wealth Management
California
$557K 22,760 -9,645 -30%
LFG
132
Larson Financial Group
Missouri
$543K 22,174 +195 +0.9%
FMWA
133
Forvis Mazars Wealth Advisors
Missouri
$540K 22,056 -1,128 -5%
AF
134
Arrow Financial
New York
$535K 21,830 – –
B
135
Birchbrook
Maine
$526K 21,483 -666 -3%
RA
136
RFG Advisory
Alabama
$516K 21,069 +540 +3%
BSB
137
Bangor Savings Bank
Maine
$512K 20,910 – –
APP
138
Avantax Planning Partners
Iowa
$511K 20,851 -1,396 -6%
HR
139
Hardy Reed
Mississippi
$508K 20,748 – –
SDWMA
140
Schneider Downs Wealth Management Advisors
Pennsylvania
$506K 20,666 – –
TWM
141
Tradition Wealth Management
Minnesota
$500K 20,435 -300 -1%
PPW
142
Presilium Private Wealth
Pennsylvania
$493K 20,134 +471 +2%
Mariner
143
Mariner
Kansas
$492K 20,094 +1,690 +9%
MML Investors Services
144
MML Investors Services
Massachusetts
$484K 19,745 -2,177 -10%
PJSIMP
145
P.J. Schmidt Investment Management (PJS)
Wisconsin
$480K 19,591 +73 +0.4%
RCAG
146
Rehmann Capital Advisory Group
Michigan
$474K 19,358 +1,007 +5%
AIA
147
Ally Invest Advisors
North Carolina
$422K 17,235 +1,491 +9%
SRB
148
Shotwell Rutter Baer
Michigan
$420K 17,126 -159 -0.9%
AAS
149
Ameritas Advisory Services
Nebraska
$412K 16,817 -510 -3%
WT
150
Whittier Trust
California
$412K 16,811 -9,092 -35%
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6
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