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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 %
FGAM
151
Financial Gravity Asset Management
Texas
$434K 17,725 -6,899 -28%
AWS
152
Atria Wealth Solutions
New York
$431K 17,601 -1,449 -8%
AAS
153
Ameritas Advisory Services
Nebraska
$424K 17,327 +17,327 New
SRB
154
Shotwell Rutter Baer
Michigan
$421K 17,285 +252 +1%
NA
155
Nottingham Advisors
New York
$415K 16,939 +493 +3%
CI
156
CX Institutional
Indiana
$413K 16,904 +2,112 +14%
GB
157
Goepper Burkhardt
South Carolina
$402K 16,500 -1,500 -8%
MWM
158
Mascoma Wealth Management
New Hampshire
$400K 16,334 -45,126 -73%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$399K 16,316 -9,102 -36%
BEC
160
Blue Edge Capital
Virginia
$392K 16,030 +1,674 +12%
PAG
161
Private Advisor Group
New Jersey
$386K 15,765 +210 +1%
AIA
162
Ally Invest Advisors
North Carolina
$385K 15,744 +2,457 +18%
ATWA
163
Arbor Trust Wealth Advisors
Michigan
$374K 15,429 – –
PWMG
164
Private Wealth Management Group
New Jersey
$370K 15,114 -20,186 -57%
FAIM
165
Financial Advocates Investment Management
Washington
$370K 15,109 +1 +0%
CA
166
Continuum Advisory
Idaho
$368K 15,114 +3,480 +30%
RCA
167
Resonant Capital Advisors
Wisconsin
$366K 14,936 – –
PA
168
PFG Advisors
Arizona
$360K 14,710 +3,421 +30%
T
169
TrueFG
Texas
$345K 14,108 +730 +5%
MFGM
170
Marshall Financial Group (Maryland)
Maryland
$339K 13,859 -22 -0.2%
Betterment LLC
171
Betterment LLC
New York
$333K 13,587 +1,083 +9%
BCMO
172
Buckingham Capital Management (Ohio)
Ohio
$326K 13,300 +3,028 +29%
AWE
173
Avidian Wealth Enterprises
Texas
$321K 13,095 +72 +0.6%
SPC
174
Sigma Planning Corp
Michigan
$317K 12,931 +12,931 New
RF
175
RHS Financial
California
$304K 12,417 +1,470 +13%
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