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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 %
US Bancorp
51
US Bancorp
Minnesota
$118K +$4.71K +102 +4%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$116K +$25.4K +549 +28%
CA
53
Continuum Advisory
Idaho
$107K – – –
AWM
54
AE Wealth Management
Kansas
$93.9K +$93.9K +2,033 New
MCM
55
MAI Capital Management
Ohio
$70.1K +$70.1K +1,518 New
HWM
56
Horizons Wealth Management
North Carolina
$60K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$48K +$963 +21 +2%
CWM
58
Cranbrook Wealth Management
Michigan
$47.9K – – –
NB
59
NBT Bank
New York
$39.1K +$3K +65 +8%
HNW
60
High Note Wealth
Minnesota
$34.5K +$34.5K +747 New
PWA
61
Physician Wealth Advisors
Utah
$33.8K +$33.8K +732 New
CIA
62
Cape Investment Advisory
Georgia
$33.7K – – –
VHAM
63
Van Hulzen Asset Management
California
$32.1K +$32.1K +694 New
NA
64
NewEdge Advisors
Louisiana
$27.7K – – –
FRA
65
Front Row Advisors
California
$19.6K +$19.6K +425 New
AG
66
AmeriFlex Group
Nevada
$15.1K +$15.1K +323 New
SS
67
Sunbelt Securities
Texas
$9.25K – – –
PP
68
PFS Partners
New Jersey
$7.69K +$139 +3 +2%
IA
69
IFP Advisors
Florida
$5.68K – – –
FFA
70
Farther Finance Advisors
California
$2.31K +$46 +1 +2%
AF
71
Allworth Financial
California
$841 – – –
Morgan Stanley
72
Morgan Stanley
New York
$68 +$68 +1 New
Stifel Financial
73
Stifel Financial
Missouri
– -$201K -4,255 Closed
MG
74
Mather Group
Illinois
– -$27.8K -588 Closed
TRCT
75
Tower Research Capital (TRC)
New York
– -$1.14K -24 Closed
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