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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 %
KAS
151
Kestra Advisory Services
Texas
$484K 19,579 -4,246 -18%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$482K 19,534 +1,625 +9%
SWM
153
SigFig Wealth Management
California
$481K 19,470 +9,580 +97%
TWM
154
Tradition Wealth Management
Minnesota
$466K 18,866 -1,888 -9%
B
155
Birchbrook
Maine
$461K 18,662 -855 -4%
AWE
156
Avidian Wealth Enterprises
Texas
$458K 18,552 +5,207 +39%
ISFAN
157
Investor's Fiduciary Advisor Network
Washington
$455K 18,436 +18,436 New
EB
158
Exchange Bank
California
$453K 18,333 – –
SRB
159
Shotwell Rutter Baer
Michigan
$452K 18,375 +380 +2%
KFP
160
Keener Financial Planning
Texas
$452K 18,328 +17,992 +5,355%
VW
161
Veridan Wealth
Oregon
$445K 18,004 +18,004 New
DAS
162
Diversify Advisory Services
Utah
$434K 17,611 +4,001 +29%
GB
163
Goepper Burkhardt
South Carolina
$432K 17,500 +1,000 +6%
GAM
164
Gould Asset Management
California
$432K 17,500 +1,165 +7%
MCA
165
Midwest Capital Advisors
Michigan
$423K 17,118 +17,118 New
HL
166
HeadInvest LLC
Maine
$420K 16,994 +2,300 +16%
WT
167
Whittier Trust
California
$415K 16,811 – –
PWMG
168
Private Wealth Management Group
New Jersey
$415K 16,787 +20 +0.1%
FAIM
169
Financial Advocates Investment Management
Washington
$403K 16,303 +797 +5%
CA
170
Continuum Advisory
Idaho
$402K 16,286 +377 +2%
ACA
171
Affinity Capital Advisors
California
$402K 16,278 -21,518 -57%
JAA
172
Joel Adams & Associates
North Carolina
$402K 16,258 +16,258 New
RA
173
RFG Advisory
Alabama
$395K 15,977 -7,110 -31%
PAG
174
Private Advisor Group
New Jersey
$393K 15,921 -33 -0.2%
ATWA
175
Arbor Trust Wealth Advisors
Michigan
$381K 15,429 – –
5 6
7
8 9