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iShares ESG Advanced High Yield Corporate Bond ETF
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Overview Fund Activity

56 hedge funds and large institutions have $48.8M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Colorado Capital Management
Colorado
$2.05M
2
LNC
Lincoln National Corp
Pennsylvania
$847K
3
SWM
SigFig Wealth Management
California
$5.64M
4
AssetMark Inc
AssetMark Inc
California
$1.09M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$884K

Top Sellers

1
Jane Street
Jane Street
New York
$3.99M
2
UBS Group
UBS Group
Switzerland
$1.46M
3
VCP
Verus Capital Partners
Arizona
$1.83M
4
Osaic Holdings
Osaic Holdings
Arizona
$258K
5
HNB
Huntington National Bank
Ohio
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$514K -$8.87K -196 -2%
LFG
27
Larson Financial Group
Missouri
$500K +$773 +17 +0.2%
TDWM
28
Topel & Distasi Wealth Management
California
$489K +$9.87K +217 +2%
AIP
29
Ameritas Investment Partners
Nebraska
$467K +$5.5K +121 +1%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$408K -$84.2K -1,851 -17%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$348K +$5.41K +119 +2%
OCM
32
One Capital Management
California
$273K +$2.73K +60 +1%
CAG
33
Curtis Advisory Group
California
$260K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$258K -$491K -10,796 -66%
HNB
35
Huntington National Bank
Ohio
$251K -$238K – –
NYLIM
36
New York Life Investment Management
New York
$242K -$52K -1,143 -18%
MML Investors Services
37
MML Investors Services
Massachusetts
$237K +$3.18K +70 +1%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$213K +$213K +4,690 New
Stifel Financial
39
Stifel Financial
Missouri
$205K +$205K +4,506 New
MIA
40
Milestone Investment Advisors
Wisconsin
$171K +$5K +110 +3%
Wells Fargo
41
Wells Fargo
California
$107K +$24K +528 +29%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$98.8K +$36.3K +798 +58%
IGWM
43
ICA Group Wealth Management
Colorado
$90.9K +$90.9K +2,000 New
IA
44
IFP Advisors
Florida
$68.2K -$37K -814 -35%
FCG
45
Financial Connections Group
California
$67K -$4.35K -97 -6%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$66.3K -$28.3K -623 -30%
HWM
47
Horizons Wealth Management
North Carolina
$59.1K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$49K +$7.99K +177 +19%
SAM
49
Smartleaf Asset Management
Massachusetts
$46K +$46K +1,007 New
S
50
Syntrinsic
Colorado
$39.7K -$13.8K -311 -26%
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