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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 %
Goldman Sachs
1
Goldman Sachs
New York
$75.8M 3,067,790 +345,317 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.3M 2,240,704 +355,832 +19%
Morgan Stanley
3
Morgan Stanley
New York
$27.3M 1,105,710 +8,540 +0.8%
LPL Financial
4
LPL Financial
California
$21.6M 874,432 +206,052 +31%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.8M 800,880 +73,214 +10%
AA
6
Acorns Advisers
California
$16.8M 680,709 +41,925 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.7M 634,217 +40,421 +7%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$15.1M 611,765 +99,549 +19%
Wells Fargo
9
Wells Fargo
California
$14.9M 603,971 +100,060 +20%
Ameriprise
10
Ameriprise
Minnesota
$14.3M 579,540 +31,727 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.1M 569,483 +10,145 +2%
MWM
12
Modera Wealth Management
New Jersey
$12.3M 498,478 +1,059 +0.2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$12.1M 489,084 +96,747 +25%
WANY
14
Wealthspire Advisors (New York)
New York
$11.6M 467,656 -450,272 -49%
UBS Group
15
UBS Group
Switzerland
$11.4M 461,901 -20,250 -4%
EP
16
Essential Planning
New Hampshire
$11.1M 446,935 +446,935 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$10.6M 429,568 +4,118 +1%
SC
18
Savant Capital
Illinois
$10.2M 411,317 +11,167 +3%
AF
19
Allworth Financial
California
$9.94M 401,443 +39,997 +11%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$9.35M 378,584 +1,307 +0.3%
EWA
21
EP Wealth Advisors
California
$9.22M 373,250 +28,246 +8%
FF
22
Francis Financial
$8.96M 362,771 -1,383 -0.4%
EB
23
Eastern Bank
Massachusetts
$8.45M 341,906 -1,191 -0.3%
DWM
24
Destination Wealth Management
California
$8.27M 334,971 +9,327 +3%
MIA
25
Milestone Investment Advisors
Wisconsin
$7.75M 313,906 +6,951 +2%
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