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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 %
SOAG
201
Silver Oak Advisory Group
Oregon
$276K 11,206 +24 +0.2%
SA
202
Sanctuary Advisors
Indiana
$271K 10,917 -532 -5%
IFWM
203
Institute for Wealth Management
Colorado
$268K 10,849 +2,174 +25%
PI
204
PFG Investments
New York
$267K 10,825 +159 +1%
WFA
205
Wells Financial Advisors
Massachusetts
$263K 10,660 +1,290 +14%
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$257K 10,408 -1,628 -14%
APW
207
Austin Private Wealth
Texas
$255K 10,337 +10,337 New
UFA
208
US Financial Advisors
Massachusetts
$255K 10,328 +315 +3%
Betterment LLC
209
Betterment LLC
New York
$255K 10,309 +154 +2%
BFG
210
Berger Financial Group
Minnesota
$253K 10,246 +1,443 +16%
KLI
211
Kelman-Lazarov Inc
Tennessee
$253K 10,243 – –
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$251K 10,168 – –
GM
213
GeoWealth Management
Illinois
$250K 10,102 +8,200 +431%
LIA
214
LifePlan Investment Advisors
North Carolina
$249K 10,071 +10,071 New
AA
215
Alesco Advisors
New York
$246K 9,955 +225 +2%
IWC
216
Integrated Wealth Concepts
Massachusetts
$245K 9,911 +1,834 +23%
GWM
217
Grand Wealth Management
Michigan
$244K 9,896 – –
OCM
218
Orion Capital Management
California
$242K 9,783 +308 +3%
VNA
219
Valley National Advisers
Pennsylvania
$241K 9,780 +100 +1%
Comerica Bank
220
Comerica Bank
Texas
$235K 9,512 -217 -2%
CGL
221
Clarius Group LLC
Washington
$231K 9,332 +9,332 New
P
222
&Partners
Tennessee
$229K 9,275 +18 +0.2%
DC
223
Dorval Corp
Minnesota
$227K 9,199 +9,199 New
4FG
224
4Thought Financial Group
New York
$226K 9,161 +321 +4%
OWCM
225
One Wealth Capital Management
Arizona
$225K 9,094 +9,094 New
7 8
9
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