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iShares ESG Advanced High Yield Corporate Bond ETF
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Overview Fund Activity

60 hedge funds and large institutions have $50.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.18M
2
RCS
Retirement Capital Strategies
California
+$1.08M
3
CA
Cetera Advisors
Colorado
+$909K
4
SWM
SigFig Wealth Management
California
+$899K
5
CCM
Colorado Capital Management
Colorado
+$659K

Top Sellers

1
Jane Street
Jane Street
New York
-$3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$884K
3
BlackRock
BlackRock
New York
-$505K
4
NA
NewEdge Advisors
Louisiana
-$491K
5
VCP
Verus Capital Partners
Arizona
-$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
PBF
26
Petix & Botte Financial
California
$613K +$613K +13,415 New
LFG
27
Larson Financial Group
Missouri
$587K +$83.8K +1,835 +17%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$572K -$59.7K -1,306 -9%
CWM
29
Congress Wealth Management
Massachusetts
$552K -$2.83K -62 -0.5%
AIP
30
Ameritas Investment Partners
Nebraska
$479K +$9.23K +202 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$331K -$18.5K -406 -5%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$316K -$93.8K -2,054 -23%
OCM
33
One Capital Management
California
$275K – – –
CAG
34
Curtis Advisory Group
California
$261K – – –
HNB
35
Huntington National Bank
Ohio
$252K -$251K – –
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$215K +$914 +20 +0.4%
Stifel Financial
37
Stifel Financial
Missouri
$213K +$6.81K +149 +3%
MML Investors Services
38
MML Investors Services
Massachusetts
$208K -$30.2K -661 -13%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$201K +$201K +4,390 New
Osaic Holdings
40
Osaic Holdings
Arizona
$186K -$72.7K -1,591 -28%
MIA
41
Milestone Investment Advisors
Wisconsin
$170K -$2.06K -45 -1%
AWM
42
Avior Wealth Management
Nebraska
$151K +$151K +3,308 New
Wells Fargo
43
Wells Fargo
California
$123K +$15.4K +338 +14%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$110K +$10.6K +232 +11%
CA
45
Continuum Advisory
Idaho
$104K +$104K +2,307 New
IGWM
46
ICA Group Wealth Management
Colorado
$91.4K – – –
FCG
47
Financial Connections Group
California
$63K -$6.21K -134 -9%
S
48
Syntrinsic
Colorado
$59.5K +$19.3K +429 +48%
HWM
49
Horizons Wealth Management
North Carolina
$59.1K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$53K +$3.68K +81 +7%
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