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iShares ESG Advanced High Yield Corporate Bond ETF
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Overview Fund Activity

60 hedge funds and large institutions have $50.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 19 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
9
Increased
25
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.65M
2
RCS
Retirement Capital Strategies
California
$1.08M
3
CA
Cetera Advisors
Colorado
$909K
4
SWM
SigFig Wealth Management
California
$6.56M
5
CCM
Colorado Capital Management
Colorado
$2.72M

Top Sellers

1
Jane Street
Jane Street
New York
$1.01M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
BlackRock
BlackRock
New York
$5.13M
4
NA
NewEdge Advisors
Louisiana
$27.4K
5
VCP
Verus Capital Partners
Arizona
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1
SigFig Wealth Management
California
$6.56M +$899K +19,687 +16%
BlackRock
2
BlackRock
New York
$5.13M -$505K -11,052 -9%
FNWM
3
Financial Network Wealth Management
Utah
$3.55M +$310K +6,871 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.74M +$200K +4,370 +8%
CCM
5
Colorado Capital Management
Colorado
$2.72M +$659K +14,426 +32%
UBS Group
6
UBS Group
Switzerland
$2.65M +$1.18M +25,892 +81%
BRIA
7
Balanced Rock Investment Advisors
Massachusetts
$2.57M +$515K +11,276 +25%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.81M +$12.6K +276 +0.7%
VCP
9
Verus Capital Partners
Arizona
$1.37M -$472K -10,329 -26%
HI
10
Harbour Investments
Wisconsin
$1.27M +$34.1K +747 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.24M +$144K +3,144 +13%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$1.19M -$87K -1,905 -7%
MLIC
13
Mandatum Life Insurance Company
Finland
$1.12M – – –
AssetMark Inc
14
AssetMark Inc
California
$1.11M +$10.4K +227 +0.9%
RCS
15
Retirement Capital Strategies
California
$1.08M +$1.08M +23,643 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.03M -$47K -1,029 -4%
Jane Street
17
Jane Street
New York
$1.01M -$3M -65,698 -75%
LNC
18
Lincoln National Corp
Pennsylvania
$979K +$128K +2,803 +15%
CA
19
Cetera Advisors
Colorado
$909K +$909K +19,894 New
AWS
20
Atria Wealth Solutions
New York
$886K +$137 +3 +0%
LPL Financial
21
LPL Financial
California
$867K +$250K +5,479 +41%
Bank of America
22
Bank of America
North Carolina
$622K +$84.5K +1,849 +16%
HighTower Advisors
23
HighTower Advisors
Illinois
$616K +$61.4K +1,335 +11%
KAS
24
Kestra Advisory Services
Texas
$616K -$71.4K -1,563 -10%
TDWM
25
Topel & Distasi Wealth Management
California
$613K +$122K +2,666 +25%
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