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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.

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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$2M
3
EP
Essential Planning
New Hampshire
$0
4
EFP
Elser Financial Planning
Indiana
$0
5
EB
Eastern Bank
Massachusetts
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGM
176
Marshall Financial Group (Maryland)
Maryland
$356K -$3.47K -139 -1%
WA
177
Waverly Advisors
Alabama
$351K +$351K +14,050 New
OIA
178
OneDigital Investment Advisors
Kansas
$350K -$968K -38,724 -73%
VW
179
Veridan Wealth
Oregon
$337K -$113K -4,525 -25%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$330K -$16.9K -677 -5%
CPBTD
181
Central Pacific Bank - Trust Division
Hawaii
$328K – – –
NA
182
Nottingham Advisors
New York
$324K -$34.1K -1,366 -10%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$316K +$316K +12,654 New
IFWM
184
Institute for Wealth Management
Colorado
$313K +$41.5K +1,659 +15%
SOAG
185
Silver Oak Advisory Group
Oregon
$312K +$32.3K +1,296 +12%
MPIM
186
McGinn Penninger Investment Management
Virginia
$312K +$312K +12,467 New
SPC
187
Sigma Planning Corp
Michigan
$309K +$12.9K +517 +4%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$309K +$309K +12,358 New
MAC
189
Mason & Associates (California)
California
$304K +$304K +12,174 New
RF
190
RHS Financial
California
$301K -$5.25K -210 -2%
LGWM
191
Litman Gregory Wealth Management
California
$290K – – –
AAS
192
Avantax Advisory Services
Texas
$289K -$87.7K -3,510 -23%
UFA
193
US Financial Advisors
Massachusetts
$289K +$30.4K +1,218 +12%
Creative Planning
194
Creative Planning
Kansas
$287K +$81.9K +3,279 +40%
MHC
195
May Hill Capital
Massachusetts
$285K +$285K +11,410 New
SIA
196
SGL Investment Advisors
Montana
$284K +$284K +11,418 New
DL
197
DOHJ LLC
Washington
$283K +$283K +11,332 New
CTWM
198
Cherry Tree Wealth Management
Minnesota
$282K – – –
BFG
199
Berger Financial Group
Minnesota
$277K +$20.7K +830 +8%
SRCM
200
Signature Resources Capital Management
California
$277K +$53.7K +2,149 +24%
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