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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.

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
1
Mariner
Kansas
$9.53M
2
LPL Financial
2
LPL Financial
California
$27.1M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$80.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.9M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$2M
3
EP
3
Essential Planning
New Hampshire
$0
4
EFP
4
Elser Financial Planning
Indiana
$0
5
EB
5
Eastern Bank
Massachusetts
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
201
PFG Investments
New York
$273K 10,908 +83 +0.8%
ACA
202
Affinity Capital Advisors
California
$268K 10,849 -5,429 -33%
WFA
203
Wells Financial Advisors
Massachusetts
$266K 10,660 – –
MWM
204
Mascoma Wealth Management
New Hampshire
$266K 10,645 -1,803 -14%
PAS
205
Park Avenue Securities
New York
$263K 10,513 -101,822 -91%
WWM
206
Western Wealth Management
Colorado
$260K 10,390 +1,564 +18%
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
$259K 10,375 -33 -0.3%
Betterment LLC
208
Betterment LLC
New York
$256K 10,253 -56 -0.5%
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$254K 10,168 – –
AA
210
Alesco Advisors
New York
$249K 9,955 – –
GWM
211
Grand Wealth Management
Michigan
$247K 9,896 – –
VNA
212
Valley National Advisers
Pennsylvania
$246K 9,861 +81 +0.8%
VCP
213
Verus Capital Partners
Arizona
$243K 9,736 +9,736 New
GM
214
GeoWealth Management
Illinois
$236K 9,439 -663 -7%
LI
215
LRI Investments
Florida
$233K 9,326 +9,326 New
AWS
216
Atria Wealth Solutions
New York
$227K 9,086 -54,217 -86%
DC
217
Dorval Corp
Minnesota
$225K 9,019 -180 -2%
4FG
218
4Thought Financial Group
New York
$224K 8,952 -209 -2%
MCM
219
MAI Capital Management
Ohio
$223K 8,936 -4 -0%
OCM
220
Orion Capital Management
California
$223K 8,917 -866 -9%
WB
221
WesBanco Bank
West Virginia
$223K 8,908 – –
AFG
222
Atomi Financial Group
New York
$221K 8,840 +8,840 New
PP
223
PDS Planning
Ohio
$221K 8,824 +64 +0.7%
PCIA
224
Prime Capital Investment Advisors
Kansas
$217K 8,673 +8,673 New
SM
225
Sweeney & Michel
California
$211K 8,554 +8,554 New
7 8
9
10 11