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

312 hedge funds and large institutions have $731M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
4.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
165
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$11.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$75.8M
4
EFP
4
Elser Financial Planning
Indiana
$6.53M
5
LPL Financial
5
LPL Financial
California
$21.6M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$11.6M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$1.93M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SHJ
126
Sharkey, Howes & Javer
Colorado
$721K 29,183 +5,905 +25%
CAM
127
Clarity Asset Management
Iowa
$711K 28,782 +3,248 +13%
WA
128
Westfuller Advisors
New York
$691K 27,993 +151 +0.5%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$674K 27,281 +372 +1%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$669K 27,092 +2,299 +9%
HR
131
Hardy Reed
Mississippi
$653K 26,457 +5,037 +24%
Bank Julius Baer & Co
132
Bank Julius Baer & Co
Switzerland
$642K 23,560 +1,628 +7%
VWA
133
VERITY Wealth Advisors
United States
$635K 25,716 – –
ODIJL
134
One Day In July LLC
Vermont
$634K 25,655 -40 -0.2%
AIP
135
Ameritas Investment Partners
Nebraska
$613K 24,809 +628 +3%
AF
136
Arrow Financial
New York
$606K 24,545 – –
NCM
137
Novare Capital Management
North Carolina
$601K 24,345 -160 -0.7%
ACA
138
Aptus Capital Advisors
Alabama
$583K 23,615 +22,474 +1,970%
LFG
139
Larson Financial Group
Missouri
$580K 23,500 +1,298 +6%
PPW
140
Presilium Private Wealth
Pennsylvania
$572K 23,161 +2,816 +14%
Mariner
141
Mariner
Kansas
$558K 22,576 +614 +3%
FMWA
142
Forvis Mazars Wealth Advisors
Missouri
$541K 21,886 – –
LA
143
LexAurum Advisors
Kansas
$540K 21,873 +1,169 +6%
APP
144
Avantax Planning Partners
Iowa
$535K 21,657 – –
AIA
145
Ally Invest Advisors
North Carolina
$533K 21,598 +2,865 +15%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$506K 20,489 +247 +1%
CI
147
CX Institutional
Indiana
$505K 20,433 +7,221 +55%
JSW
148
Journey Strategic Wealth
New Jersey
$494K 20,015 +2,962 +17%
DE
149
Diversified Enterprises
Delaware
$490K 19,850 +4,689 +31%
JBA
150
Johnson Bixby & Associates
Washington
$485K 19,637 -756 -4%
4 5
6
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