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iShares ESG Advanced High Yield Corporate Bond ETF

49 hedge funds and large institutions have $37.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-9
Holders Change %
-15.52%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
22
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
26
Curtis Advisory Group
California
$383K
CWM
27
Congress Wealth Management
Massachusetts
$360K +$11.2K +255 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$334K -$19.1K -433 -5%
BAAM
29
Baker Avenue Asset Management
California
$298K
MML Investors Services
30
MML Investors Services
Massachusetts
$272K -$41.5K -940 -13%
NA
31
Nottingham Advisors
New York
$272K -$13.7K -310 -5%
OCM
32
One Capital Management
California
$262K
HNB
33
Huntington National Bank
Ohio
$243K -$245K
Bank of America
34
Bank of America
North Carolina
$236K -$391K -8,859 -62%
AIP
35
Ameritas Investment Partners
Nebraska
$236K +$3.26K +74 +1%
MIA
36
Milestone Investment Advisors
Wisconsin
$219K +$6.83K +155 +3%
IA
37
IFP Advisors
Florida
$102K -$58.6K -1,329 -36%
IGWM
38
ICA Group Wealth Management
Colorado
$88.2K +$88.2K +2,000 New
Wells Fargo
39
Wells Fargo
California
$79.1K +$41.9K +950 +112%
CCA
40
Column Capital Advisors
Indiana
$72.3K +$11K +249 +18%
HWM
41
Horizons Wealth Management
North Carolina
$72.2K
FCG
42
Financial Connections Group
California
$55K -$6.21K -142 -10%
Morgan Stanley
43
Morgan Stanley
New York
$52.1K +$41.3K +937 +382%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$43.7K +$5.82K +132 +15%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$40K +$490 +11 +1%
AIA
46
Armor Investment Advisors
North Carolina
$32.9K -$36.8K -835 -53%
SS
47
Sunbelt Securities
Texas
$8.82K
DIP
48
DT Investment Partners
Pennsylvania
$5.77K
FFA
49
Farther Finance Advisors
California
$3.53K +$661 +15 +23%
CFD
50
Creative Financial Designs
Indiana
$1.79K +$44 +1 +3%