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iShares ESG Advanced High Yield Corporate Bond ETF
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Overview Fund Activity

71 hedge funds and large institutions have $68.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
Retirement Capital Strategies
California
+$6M
2
HCM
Howland Capital Management
Massachusetts
+$1.4M
3
SI
Seeds Investor
New York
+$602K
4
LPL Financial
LPL Financial
California
+$562K
5
SWM
SigFig Wealth Management
California
+$514K

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$468K
2
Stifel Financial
Stifel Financial
Missouri
-$201K
3
Jane Street
Jane Street
New York
-$155K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$154K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$641K +$13.2K +286 +2%
VCP
27
Verus Capital Partners
Arizona
$632K -$92K -1,992 -13%
LFG
28
Larson Financial Group
Missouri
$604K +$10.9K +235 +2%
SI
29
Seeds Investor
New York
$602K +$602K +13,031 New
Wells Fargo
30
Wells Fargo
California
$567K +$280K +6,051 +97%
AIP
31
Ameritas Investment Partners
Nebraska
$550K +$16.1K +348 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$510K -$2.27K -49 -0.4%
CWM
33
Congress Wealth Management
Massachusetts
$485K -$95.7K -2,072 -16%
HNB
34
Huntington National Bank
Ohio
$456K -$468K – –
FIM
35
Freedom Investment Management
Connecticut
$373K +$33.4K +722 +10%
NI
36
Natural Investments
California
$308K +$308K +6,675 New
OCM
37
One Capital Management
California
$302K – – –
MML Investors Services
38
MML Investors Services
Massachusetts
$296K +$296K +6,405 New
FTUS
39
Flow Traders U.S.
New York
$268K +$268K +5,805 New
MIA
40
Milestone Investment Advisors
Wisconsin
$249K +$62.5K +1,354 +34%
FNB
41
Farmers National Bank
Kentucky
$245K +$245K +5,306 New
FGC
42
Financial Gravity Companies
Texas
$242K +$1.89K +41 +0.8%
CAG
43
Curtis Advisory Group
California
$238K – – –
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$236K +$29.1K +622 +14%
BAAM
45
Baker Avenue Asset Management
California
$224K +$277 +6 +0.1%
GIA
46
Gladstone Institutional Advisory
Florida
$221K +$221K +4,790 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$208K +$33.6K +728 +19%
FTS
48
Fifth Third Securities
Ohio
$207K -$3.65K -79 -2%
PAG
49
Private Advisor Group
New Jersey
$206K +$3.47K +75 +2%
AWM
50
Avior Wealth Management
Nebraska
$161K +$3.37K +73 +2%
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