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iShares ESG Advanced High Yield Corporate Bond ETF

56 hedge funds and large institutions have $53.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
33
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$589K -$17.9K -396 -3%
CWM
27
Congress Wealth Management
Massachusetts
$561K +$15.1K +334 +3%
FGAM
28
Financial Gravity Asset Management
Texas
$557K +$557K +12,321 New
AIP
29
Ameritas Investment Partners
Nebraska
$518K +$44.4K +984 +9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$514K +$187K +4,135 +57%
FTUS
31
Flow Traders U.S.
New York
$456K +$456K +10,105 New
HNB
32
Huntington National Bank
Ohio
$446K -$252K
MCWS
33
McKinley Carter Wealth Services
West Virginia
$315K +$2.71K +60 +0.9%
OCM
34
One Capital Management
California
$291K +$19.2K +425 +7%
CAG
35
Curtis Advisory Group
California
$262K +$3.79K +84 +1%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$215K +$107K +2,361 +98%
BMD
37
Better Money Decisions
New Mexico
$214K +$214K +4,735 New
FTS
38
Fifth Third Securities
Ohio
$208K +$208K +4,597 New
Wells Fargo
39
Wells Fargo
California
$206K +$84.3K +1,867 +69%
FIM
40
Freedom Investment Management
Connecticut
$201K +$201K +4,446 New
MIA
41
Milestone Investment Advisors
Wisconsin
$168K
AWM
42
Avior Wealth Management
Nebraska
$152K +$2.53K +56 +2%
US Bancorp
43
US Bancorp
Minnesota
$111K +$111K +2,447 New
CA
44
Continuum Advisory
Idaho
$104K -$181 -4 -0.2%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$67.5K +$36.7K +813 +119%
S
46
Syntrinsic
Colorado
$59.8K +$979 +22 +2%
HWM
47
Horizons Wealth Management
North Carolina
$59.4K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$53K +$761 +17 +1%
CWM
49
Cranbrook Wealth Management
Michigan
$46.8K +$3.98K +88 +9%
NA
50
NewEdge Advisors
Louisiana
$27.1K