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

257 hedge funds and large institutions have $578M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 26 closing their positions.

Holders
257
Holders Change
-7
Holders Change %
-2.65%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
113
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$8.4M
2
Northern Trust
2
Northern Trust
Illinois
$5.34M
3
PRIG
3
Payden & Rygel Investment Group
California
$2.03M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.81M
5
AWP
5
Abacus Wealth Partners
California
$1.76M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.8M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$63.6M 2,597,924 +17,795 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$26.8M 1,093,695 -1,057,435 -49%
FPF
3
First Pacific Financial
Washington
$18.3M 749,429 +44,430 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.2M 662,879 -18,872 -3%
AA
5
Acorns Advisers
California
$14.4M 589,367 +40,966 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14.2M 580,967 +24,630 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$13.7M 559,763 -9,067 -2%
Ameriprise
8
Ameriprise
Minnesota
$13.5M 554,677 -74,691 -12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.2M 537,913 -71,465 -12%
LPL Financial
10
LPL Financial
California
$13M 531,408 -59,744 -10%
UBS Group
11
UBS Group
Switzerland
$12.7M 519,258 -67,441 -11%
PO
12
Private Ocean
California
$11.3M 462,192 -26,056 -5%
MWM
13
Modera Wealth Management
New Jersey
$10.9M 443,285 +11,759 +3%
Wells Fargo
14
Wells Fargo
California
$10.7M 435,789 -48,067 -10%
FF
15
Francis Financial
$9.52M 388,861 -82,398 -17%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$9.32M 380,906 +8,586 +2%
SC
17
Savant Capital
Illinois
$8.48M 346,495 +48,960 +16%
EB
18
Eastern Bank
Massachusetts
$8.4M 343,097 +148,874 +77%
AA
19
Alesco Advisors
New York
$8.35M 341,065 +2,810 +0.8%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$8.26M 337,340 -46,050 -12%
AF
21
Allworth Financial
California
$8.22M 335,832 +31,608 +10%
DWM
22
Destination Wealth Management
California
$8.11M 331,269 +3,397 +1%
EWA
23
EP Wealth Advisors
California
$7.98M 325,987 -41,888 -11%
MIA
24
Milestone Investment Advisors
Wisconsin
$7.69M 314,279 -6,341 -2%
DAS
25
Dynamic Advisor Solutions
Arizona
$6.45M 263,649 +16,994 +7%
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