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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 %
RF
176
RHS Financial
California
$320K 13,073 +656 +5%
BCMO
177
Buckingham Capital Management (Ohio)
Ohio
$318K 13,000 -300 -2%
EB
178
Exchange Bank
California
$316K 12,897 +3,436 +36%
LA
179
LexAurum Advisors
Kansas
$315K 12,852 +1,553 +14%
VNA
180
Valley National Advisers
Pennsylvania
$313K 12,797 +379 +3%
CTWM
181
Cherry Tree Wealth Management
Minnesota
$304K 12,409 +164 +1%
JSW
182
Journey Strategic Wealth
New Jersey
$300K 12,248 +12,248 New
CCMI
183
Creative Capital Management Investments
California
$298K 12,175 – –
MWM
184
Mittelman Wealth Management
Massachusetts
$293K 11,951 – –
SPC
185
Sigma Planning Corp
Michigan
$291K 11,898 -1,033 -8%
IFAM
186
Institutional & Family Asset Management
Colorado
$278K 11,360 +25 +0.2%
BIA
187
Bigelow Investment Advisors
Maine
$277K 11,307 +330 +3%
DAS
188
Diversify Advisory Services
Utah
$274K 11,153 +2,219 +25%
AAS
189
Avantax Advisory Services
Texas
$266K 10,859 -325 -3%
KLI
190
Kelman-Lazarov Inc
Tennessee
$251K 10,256 -125 -1%
TNBTD
191
Trustmark National Bank Trust Department
Mississippi
$249K 10,168 – –
Betterment LLC
192
Betterment LLC
New York
$247K 10,086 -3,501 -26%
FGAM
193
Financial Gravity Asset Management
Texas
$246K 10,030 -7,695 -43%
MFG
194
Mainsail Financial Group
Washington
$237K 9,695 +9,695 New
OCM
195
Orion Capital Management
California
$230K 9,408 +357 +4%
WFA
196
Wells Financial Advisors
Massachusetts
$229K 9,370 – –
TWC
197
TD Waterhouse Canada
Ontario, Canada
$226K 9,288 +1,688 +22%
UFA
198
US Financial Advisors
Massachusetts
$225K 9,177 -528 -5%
WWM
199
Western Wealth Management
Colorado
$224K 9,145 -593 -6%
4FG
200
4Thought Financial Group
New York
$222K 9,051 +186 +2%
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