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iShares ESG Advanced High Yield Corporate Bond ETF

58 hedge funds and large institutions have $44.5M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$464K +$24.8K +559 +6%
TDWM
27
Topel & Distasi Wealth Management
California
$425K +$123K +2,764 +41%
LFG
28
Larson Financial Group
Missouri
$417K -$621 -14 -0.1%
Lido Advisors
29
Lido Advisors
California
$399K
CAG
30
Curtis Advisory Group
California
$386K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$355K +$70.1K +1,582 +25%
CWM
32
Congress Wealth Management
Massachusetts
$351K +$45.9K +1,034 +15%
MML Investors Services
33
MML Investors Services
Massachusetts
$315K -$5.46K -123 -2%
BAAM
34
Baker Avenue Asset Management
California
$300K
NA
35
Nottingham Advisors
New York
$287K -$1.5M -33,875 -84%
OCM
36
One Capital Management
California
$264K +$2.22K +50 +0.8%
MM
37
Main Management
California
$254K -$447K -10,083 -64%
HNB
38
Huntington National Bank
Ohio
$245K -$238K
AIP
39
Ameritas Investment Partners
Nebraska
$234K +$1.64K +37 +0.7%
MIA
40
Milestone Investment Advisors
Wisconsin
$214K +$78.8K +1,775 +58%
AssetMark Inc
41
AssetMark Inc
California
$204K +$204K +4,593 New
IA
42
IFP Advisors
Florida
$182K -$79.7K -1,597 -30%
HWM
43
Horizons Wealth Management
North Carolina
$72.7K
AIA
44
Armor Investment Advisors
North Carolina
$70.2K
FCG
45
Financial Connections Group
California
$62K +$62K +1,399 New
CCA
46
Column Capital Advisors
Indiana
$61.7K +$61.7K +1,391 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$39K +$264 +6 +0.7%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$38.1K +$16.6K +373 +77%
Wells Fargo
49
Wells Fargo
California
$37.5K +$36.7K +827 +4,594%
AAS
50
Ameritas Advisory Services
Nebraska
$33K +$33K +745 New