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iShares ESG Advanced High Yield Corporate Bond ETF

68 hedge funds and large institutions have $62.7M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
33
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MLIC
26
Mandatum Life Insurance Company
Finland
$624K -$376K -8,117 -38%
AIP
27
Ameritas Investment Partners
Nebraska
$584K +$31.9K +689 +6%
CWM
28
Congress Wealth Management
Massachusetts
$545K +$58.6K +1,266 +12%
KAS
29
Kestra Advisory Services
Texas
$507K -$136K -2,936 -21%
VCP
30
Verus Capital Partners
Arizona
$461K -$173K -3,732 -27%
HNB
31
Huntington National Bank
Ohio
$458K -$456K
LFG
32
Larson Financial Group
Missouri
$387K -$219K -4,739 -36%
FIM
33
Freedom Investment Management
Connecticut
$366K -$8.34K -180 -2%
NI
34
Natural Investments
California
$331K +$22.2K +480 +7%
MAC
35
Mason & Associates (California)
California
$300K +$300K +6,472 New
FNB
36
Farmers National Bank
Kentucky
$253K +$6.85K +148 +3%
MIA
37
Milestone Investment Advisors
Wisconsin
$250K -$185 -4 -0.1%
FGAM
38
Financial Gravity Asset Management
Texas
$243K +$243K +5,251 New
BAAM
39
Baker Avenue Asset Management
California
$240K +$15.1K +326 +7%
CAG
40
Curtis Advisory Group
California
$239K
FTS
41
Fifth Third Securities
Ohio
$236K +$28.9K +624 +14%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$236K
MIM
43
Marshall Investment Management
Colorado
$223K +$223K +4,813 New
PAG
44
Private Advisor Group
New Jersey
$216K +$9.4K +203 +5%
GIA
45
Gladstone Institutional Advisory
Florida
$215K -$6.58K -142 -3%
US Bancorp
46
US Bancorp
Minnesota
$215K +$97.2K +2,098 +82%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$212K +$3.24K +70 +2%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$130K +$14.2K +307 +12%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$130K +$81.4K +1,755 +168%
CA
50
Continuum Advisory
Idaho
$107K +$46 +1 +0%