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

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$47.4M
2
WANY
2
Wealthspire Advisors (New York)
New York
$23.1M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.87M
5
LPL Financial
5
LPL Financial
California
$16.8M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$202K
2
AA
2
Alesco Advisors
New York
$245K
3
EFP
3
Elser Financial Planning
Indiana
$0
4
LRWA
4
Long Run Wealth Advisors
New York
$0
5
MG
5
Mather Group
Illinois
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
176
Diversify Advisory Services
Utah
$339K 13,610 +2,457 +22%
AWE
177
Avidian Wealth Enterprises
Texas
$336K 13,345 +131 +1%
CI
178
CX Institutional
Indiana
$332K 13,212 -38 -0.3%
CTWM
179
Cherry Tree Wealth Management
Minnesota
$329K 13,096 +687 +6%
BCMO
180
Buckingham Capital Management (Ohio)
Ohio
$327K 13,000 – –
BCI
181
Brinker Capital Investments
Pennsylvania
$325K 12,900 +12,900 New
OPS
182
Orion Portfolio Solutions
Nebraska
$325K 12,900 +12,900 New
WIA
183
World Investment Advisors
California
$320K 12,703 +12,703 New
MWM
184
Mascoma Wealth Management
New Hampshire
$319K 12,688 -949 -7%
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$303K 12,036 +12,036 New
SPC
186
Sigma Planning Corp
Michigan
$293K 11,659 -239 -2%
SA
187
Sanctuary Advisors
Indiana
$284K 11,449 +11,449 New
SOAG
188
Silver Oak Advisory Group
Oregon
$281K 11,182 +11,182 New
CPBTD
189
Central Pacific Bank - Trust Division
Hawaii
$277K 11,011 +11,011 New
CFGS
190
Concourse Financial Group Securities
Alabama
$272K 10,828 +4,290 +66%
PI
191
PFG Investments
New York
$268K 10,666 +10,666 New
BIA
192
Bigelow Investment Advisors
Maine
$262K 10,422 -885 -8%
KLI
193
Kelman-Lazarov Inc
Tennessee
$258K 10,243 -13 -0.1%
SPIA
194
Steward Partners Investment Advisory
New York
$257K 10,218 +6,677 +189%
TNBTD
195
Trustmark National Bank Trust Department
Mississippi
$256K 10,168 – –
Betterment LLC
196
Betterment LLC
New York
$255K 10,155 +69 +0.7%
MFG
197
Mainsail Financial Group
Washington
$253K 10,148 +453 +5%
UFA
198
US Financial Advisors
Massachusetts
$252K 10,013 +836 +9%
SWM
199
SigFig Wealth Management
California
$249K 9,890 +9,890 New
GWM
200
Grand Wealth Management
Michigan
$249K 9,896 -6,648 -40%
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