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iShares ESG Advanced High Yield Corporate Bond ETF
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Overview Fund Activity

56 hedge funds and large institutions have $48.8M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Colorado Capital Management
Colorado
$2.05M
2
LNC
Lincoln National Corp
Pennsylvania
$847K
3
SWM
SigFig Wealth Management
California
$5.64M
4
AssetMark Inc
AssetMark Inc
California
$1.09M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$884K

Top Sellers

1
Jane Street
Jane Street
New York
$3.99M
2
UBS Group
UBS Group
Switzerland
$1.46M
3
VCP
Verus Capital Partners
Arizona
$1.83M
4
Osaic Holdings
Osaic Holdings
Arizona
$258K
5
HNB
Huntington National Bank
Ohio
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1
SigFig Wealth Management
California
$5.64M +$832K +18,298 +17%
BlackRock
2
BlackRock
New York
$5.61M -$101K -2,213 -2%
Jane Street
3
Jane Street
New York
$3.99M -$4.4M -96,738 -52%
FNWM
4
Financial Network Wealth Management
Utah
$3.26M +$5.73K +126 +0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.53M +$176K +3,864 +7%
CCM
6
Colorado Capital Management
Colorado
$2.05M +$1.44M +31,734 +237%
BRIA
7
Balanced Rock Investment Advisors
Massachusetts
$2.04M +$2.04M +44,908 New
VCP
8
Verus Capital Partners
Arizona
$1.83M -$811K -17,842 -31%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.79M -$61.8K -1,360 -3%
UBS Group
10
UBS Group
Switzerland
$1.46M -$963K -21,177 -40%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$1.27M +$41.4K +910 +3%
HI
12
Harbour Investments
Wisconsin
$1.23M +$5.37K +118 +0.4%
MLIC
13
Mandatum Life Insurance Company
Finland
$1.12M – – –
AssetMark Inc
14
AssetMark Inc
California
$1.09M +$320K +7,038 +42%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.09M +$9.78K +215 +0.9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.07M -$191K -4,205 -15%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$884K +$239K +5,610 +37%
AWS
18
Atria Wealth Solutions
New York
$881K +$227 +5 +0%
LNC
19
Lincoln National Corp
Pennsylvania
$847K +$847K +18,632 New
KAS
20
Kestra Advisory Services
Texas
$684K -$20.6K -452 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$628K +$40.4K +889 +7%
LPL Financial
22
LPL Financial
California
$613K +$106K +2,342 +21%
CWM
23
Congress Wealth Management
Massachusetts
$552K +$64.8K +1,424 +13%
HighTower Advisors
24
HighTower Advisors
Illinois
$549K -$56.6K -1,243 -9%
Bank of America
25
Bank of America
North Carolina
$534K +$91.4K +2,009 +21%
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