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

254 hedge funds and large institutions have $587M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 17 closing their positions.

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
104
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$6.04M
2
MHS
2
M Holdings Securities
Oregon
$1.17M
3
FPF
3
First Pacific Financial
Washington
$19.5M
4
Jane Street
4
Jane Street
New York
$1.19M
5
MG
5
Mather Group
Illinois
$5.39M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$597K
2
UBS Group
2
UBS Group
Switzerland
$11.4M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$2.39M
4
CTC
4
Central Trust Company
Missouri
$851K
5
BBA
5
Braun-Bostich & Associates
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$64.5M 2,632,296 +34,372 +1%
Morgan Stanley
2
Morgan Stanley
New York
$27.7M 1,131,138 +37,443 +3%
FPF
3
First Pacific Financial
Washington
$19.5M 794,521 +45,092 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.8M 684,149 +21,270 +3%
AA
5
Acorns Advisers
California
$15.3M 622,871 +33,504 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.9M 567,142 -13,825 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.9M 566,463 +28,550 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.4M 545,996 -13,767 -2%
LPL Financial
9
LPL Financial
California
$13.3M 544,031 +12,623 +2%
Ameriprise
10
Ameriprise
Minnesota
$13.1M 533,194 -21,483 -4%
UBS Group
11
UBS Group
Switzerland
$11.4M 464,911 -54,347 -10%
PO
12
Private Ocean
California
$11.3M 461,488 -704 -0.2%
Wells Fargo
13
Wells Fargo
California
$11.1M 453,617 +17,828 +4%
MWM
14
Modera Wealth Management
New Jersey
$10.4M 422,730 -20,555 -5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$9.68M 395,334 +14,428 +4%
SC
16
Savant Capital
Illinois
$9.2M 375,668 +29,173 +8%
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$9.16M 374,121 +36,781 +11%
FF
18
Francis Financial
$8.95M 365,255 -23,606 -6%
AF
19
Allworth Financial
California
$8.76M 355,678 +19,846 +6%
AA
20
Alesco Advisors
New York
$8.42M 343,785 +2,720 +0.8%
EB
21
Eastern Bank
Massachusetts
$8.37M 341,919 -1,178 -0.3%
EWA
22
EP Wealth Advisors
California
$8.02M 327,518 +1,531 +0.5%
DWM
23
Destination Wealth Management
California
$7.86M 320,900 -10,369 -3%
MIA
24
Milestone Investment Advisors
Wisconsin
$7.55M 308,471 -5,808 -2%
IWM
25
Integris Wealth Management
California
$6.12M 249,893 -4,896 -2%
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