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

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 97 reducing their positions, and 36 closing their positions.

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
126
Reduced
97
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$9.53M
2
LPL Financial
2
LPL Financial
California
$27.1M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$80.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.9M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$2M
3
EP
3
Essential Planning
New Hampshire
$0
4
EFP
4
Elser Financial Planning
Indiana
$0
5
EB
5
Eastern Bank
Massachusetts
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
151
Private Wealth Management Group
New Jersey
$455K 18,222 +1,435 +9%
HL
152
HeadInvest LLC
Maine
$450K 17,994 +1,000 +6%
ISFAN
153
Investor's Fiduciary Advisor Network
Washington
$446K 17,859 -577 -3%
TW
154
Traveka Wealth
California
$445K 17,806 +5,898 +50%
LA
155
LexAurum Advisors
Kansas
$443K 17,715 -4,158 -19%
PAG
156
Private Advisor Group
New Jersey
$437K 17,507 +1,586 +10%
MCA
157
Midwest Capital Advisors
Michigan
$428K 17,136 +18 +0.1%
KAS
158
Kestra Advisory Services
Texas
$428K 17,111 -2,468 -13%
DE
159
Diversified Enterprises
Delaware
$416K 16,661 -3,189 -16%
DAS
160
Diversify Advisory Services
Utah
$415K 16,564 -1,047 -6%
GB
161
Goepper Burkhardt
South Carolina
$412K 16,500 -1,000 -6%
HF
162
HRT Financial
New York
$411K 16,456 +16,456 New
FPAS
163
Focus Partners Advisor Solutions
Missouri
$409K 16,361 +1,622 +11%
TWM
164
Tradition Wealth Management
Minnesota
$406K 16,249 -2,617 -14%
CWM
165
Congress Wealth Management
Massachusetts
$399K 15,980 +15,980 New
JAA
166
Joel Adams & Associates
North Carolina
$390K 15,587 -671 -4%
ATWA
167
Arbor Trust Wealth Advisors
Michigan
$386K 15,429 – –
CA
168
Continuum Advisory
Idaho
$380K 15,209 -1,077 -7%
CCMI
169
Creative Capital Management Investments
California
$379K 15,166 – –
T
170
TrueFG
Texas
$376K 15,028 -122 -0.8%
AAS
171
Ameritas Advisory Services
Nebraska
$373K 14,940 +364 +2%
IWC
172
Integrated Wealth Concepts
Massachusetts
$371K 14,842 +4,931 +50%
SP
173
Symmetry Partners
Connecticut
$365K 14,614 – –
RCA
174
Resonant Capital Advisors
Wisconsin
$365K 14,586 – –
RCAG
175
Rehmann Capital Advisory Group
Michigan
$358K 14,318 +84 +0.6%
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7
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