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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 %
CCMI
176
Creative Capital Management Investments
California
$375K 15,166 – –
T
177
TrueFG
Texas
$374K 15,150 +256 +2%
AAS
178
Avantax Advisory Services
Texas
$373K 15,088 -2,172 -13%
FPAS
179
Focus Partners Advisor Solutions
Missouri
$364K 14,739 -1,708 -10%
SP
180
Symmetry Partners
Connecticut
$361K 14,614 +14,614 New
RCA
181
Resonant Capital Advisors
Wisconsin
$360K 14,586 +88 +0.6%
AAS
182
Ameritas Advisory Services
Nebraska
$360K 14,576 -1,586 -10%
MFGM
183
Marshall Financial Group (Maryland)
Maryland
$355K 14,383 -723 -5%
NA
184
Nottingham Advisors
New York
$354K 14,313 -1,881 -12%
RCAG
185
Rehmann Capital Advisory Group
Michigan
$352K 14,234 -4,823 -25%
BCI
186
Brinker Capital Investments
Pennsylvania
$349K 14,139 +1,239 +10%
OPS
187
Orion Portfolio Solutions
Nebraska
$349K 14,139 +1,239 +10%
SPIA
188
Steward Partners Investment Advisory
New York
$345K 13,982 +3,764 +37%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$343K 13,899 +14 +0.1%
WIA
190
World Investment Advisors
California
$333K 13,480 +777 +6%
CPBTD
191
Central Pacific Bank - Trust Division
Hawaii
$324K 13,134 +2,123 +19%
BCMO
192
Buckingham Capital Management (Ohio)
Ohio
$324K 13,110 +110 +0.8%
TC
193
TownSquare Capital
Utah
$314K 12,694 +12,694 New
MWM
194
Mascoma Wealth Management
New Hampshire
$307K 12,448 -240 -2%
RF
195
RHS Financial
California
$303K 12,261 +3,493 +40%
TW
196
Traveka Wealth
California
$294K 11,908 +11,908 New
SPC
197
Sigma Planning Corp
Michigan
$293K 11,863 +204 +2%
CFGS
198
Concourse Financial Group Securities
Alabama
$289K 11,683 +855 +8%
LGWM
199
Litman Gregory Wealth Management
California
$287K 11,606 -10,554 -48%
CTWM
200
Cherry Tree Wealth Management
Minnesota
$279K 11,292 -1,804 -14%
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