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iShares ESG Advanced High Yield Corporate Bond ETF

60 hedge funds and large institutions have $57.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 10 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
10
Increased
33
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
26
Larson Financial Group
Missouri
$608K -$53.1K -1,122 -8%
CWM
27
Congress Wealth Management
Massachusetts
$595K +$7.2K +152 +1%
BMD
28
Better Money Decisions
New Mexico
$584K +$360K +7,599 +160%
AIP
29
Ameritas Investment Partners
Nebraska
$547K +$4.74K +100 +0.9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$525K -$14.9K -315 -3%
HNB
31
Huntington National Bank
Ohio
$468K -$446K
FIM
32
Freedom Investment Management
Connecticut
$349K +$138K +2,917 +66%
OCM
33
One Capital Management
California
$309K +$4.73K +100 +2%
Wells Fargo
34
Wells Fargo
California
$294K +$78.5K +1,658 +36%
FGC
35
Financial Gravity Companies
Texas
$246K +$246K +5,190 New
CAG
36
Curtis Advisory Group
California
$244K -$30.6K -647 -11%
BAAM
37
Baker Avenue Asset Management
California
$229K +$229K +4,844 New
FTS
38
Fifth Third Securities
Ohio
$216K -$2.13K -45 -1%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$209K +$209K +4,418 New
PAG
40
Private Advisor Group
New Jersey
$208K +$208K +4,392 New
Stifel Financial
41
Stifel Financial
Missouri
$201K +$201K +4,255 New
MIA
42
Milestone Investment Advisors
Wisconsin
$191K +$15.6K +329 +9%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$179K -$46.6K -985 -21%
AWM
44
Avior Wealth Management
Nebraska
$162K +$2.56K +54 +2%
US Bancorp
45
US Bancorp
Minnesota
$116K
CA
46
Continuum Advisory
Idaho
$108K +$513 +11 +0.5%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$92.5K +$21.7K +459 +31%
S
48
Syntrinsic
Colorado
$63.7K +$1.03K +22 +2%
HWM
49
Horizons Wealth Management
North Carolina
$61.5K
CWM
50
Cranbrook Wealth Management
Michigan
$49.1K