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iShares ESG Advanced High Yield Corporate Bond ETF

54 hedge funds and large institutions have $47.3M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Congress Wealth Management
Massachusetts
$463K +$111K +2,560 +31%
TDWM
27
Topel & Distasi Wealth Management
California
$455K +$41.4K +958 +10%
AIP
28
Ameritas Investment Partners
Nebraska
$439K +$208K +4,812 +90%
Bank of America
29
Bank of America
North Carolina
$421K +$189K +4,385 +82%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$325K -$1.68K -39 -0.5%
NYLIM
31
New York Life Investment Management
New York
$279K -$191K -4,430 -41%
OCM
32
One Capital Management
California
$257K
CAG
33
Curtis Advisory Group
California
$247K -$128K -2,966 -34%
HNB
34
Huntington National Bank
Ohio
$238K -$243K
MML Investors Services
35
MML Investors Services
Massachusetts
$222K -$44K -1,019 -17%
AF
36
Allworth Financial
California
$212K +$212K +4,897 New
MIA
37
Milestone Investment Advisors
Wisconsin
$157K -$57.4K -1,330 -27%
BAAM
38
Baker Avenue Asset Management
California
$147K -$145K -3,365 -50%
SSWM
39
Sheets Smith Wealth Management
North Carolina
$129K +$129K +2,993 New
IA
40
IFP Advisors
Florida
$99.9K
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$89.9K +$89.9K +2,081 New
Wells Fargo
42
Wells Fargo
California
$79K +$1.47K +34 +2%
CCA
43
Column Capital Advisors
Indiana
$72K +$1.17K +27 +2%
FCG
44
Financial Connections Group
California
$68K +$14.3K +334 +27%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$59.3K +$16.5K +383 +39%
HWM
46
Horizons Wealth Management
North Carolina
$56.1K -$14.7K -340 -21%
S
47
Syntrinsic
Colorado
$51.2K +$51.2K +1,204 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$39K +$472 +11 +1%
AIA
49
Armor Investment Advisors
North Carolina
$15.5K -$16.8K -388 -52%
Morgan Stanley
50
Morgan Stanley
New York
$10.5K -$40.6K -939 -79%