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

287 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
287
Holders Change
+33
Holders Change %
+12.99%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
127
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$47.4M
2
WANY
2
Wealthspire Advisors (New York)
New York
$23.1M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.87M
5
LPL Financial
5
LPL Financial
California
$16.8M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$202K
2
AA
2
Alesco Advisors
New York
$245K
3
EFP
3
Elser Financial Planning
Indiana
$0
4
LRWA
4
Long Run Wealth Advisors
New York
$0
5
MG
5
Mather Group
Illinois
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$68.5M 2,722,473 +90,177 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.4M 1,884,872 +1,318,409 +233%
Morgan Stanley
3
Morgan Stanley
New York
$27.6M 1,097,170 -33,968 -3%
WANY
4
Wealthspire Advisors (New York)
New York
$23.1M 917,928 +917,928 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.3M 727,666 +43,517 +6%
LPL Financial
6
LPL Financial
California
$16.8M 668,380 +124,349 +23%
AA
7
Acorns Advisers
California
$16.1M 638,784 +15,913 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.9M 593,796 +26,654 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.1M 559,338 +13,342 +2%
Ameriprise
10
Ameriprise
Minnesota
$13.8M 547,813 +14,619 +3%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$12.9M 512,216 +472,470 +1,189%
Wells Fargo
12
Wells Fargo
California
$12.7M 503,911 +50,294 +11%
MWM
13
Modera Wealth Management
New Jersey
$12.5M 497,419 +74,689 +18%
UBS Group
14
UBS Group
Switzerland
$12.1M 482,151 +17,240 +4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$10.7M 425,450 +30,116 +8%
SC
16
Savant Capital
Illinois
$10.1M 400,150 +24,482 +7%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$9.87M 392,337 +301,684 +333%
FLPIM
18
F.L. Putnam Investment Management
Massachusetts
$9.49M 377,277 +3,156 +0.8%
FF
19
Francis Financial
$9.16M 364,154 -1,101 -0.3%
AF
20
Allworth Financial
California
$9.09M 361,446 +5,768 +2%
EWA
21
EP Wealth Advisors
California
$8.68M 345,004 +17,486 +5%
EB
22
Eastern Bank
Massachusetts
$8.63M 343,097 +1,178 +0.3%
DWM
23
Destination Wealth Management
California
$8.19M 325,644 +4,744 +1%
MIA
24
Milestone Investment Advisors
Wisconsin
$7.72M 306,955 -1,516 -0.5%
PWM
25
Perigon Wealth Management
California
$6.86M 272,786 +31,420 +13%
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