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iShares ESG Advanced High Yield Corporate Bond ETF

60 hedge funds and large institutions have $57.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 10 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
10
Increased
33
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1
SigFig Wealth Management
California
$8.96M +$1.16M +24,536 +15%
BlackRock
2
BlackRock
New York
$5.32M
FNWM
3
Financial Network Wealth Management
Utah
$4.11M +$260K +5,500 +7%
CCM
4
Colorado Capital Management
Colorado
$3.36M +$172K +3,640 +5%
UBS Group
5
UBS Group
Switzerland
$3.06M +$264K +5,581 +9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3M +$37.3K +787 +1%
BRIA
7
Balanced Rock Investment Advisors
Massachusetts
$2.84M +$78.1K +1,649 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.94M +$86K +1,817 +5%
AssetMark Inc
9
AssetMark Inc
California
$1.56M +$152K +3,201 +11%
HI
10
Harbour Investments
Wisconsin
$1.52M +$60.3K +1,273 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.41M +$179K +3,780 +15%
HCM
12
Howland Capital Management
Massachusetts
$1.35M +$1.35M +28,500 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.34M +$15.8K +333 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.16M +$15.4K +325 +1%
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$1.1M -$299K -6,317 -21%
MLIC
16
Mandatum Life Insurance Company
Finland
$1.02M -$141K -2,985 -12%
Jane Street
17
Jane Street
New York
$1.01M -$1.18M -24,831 -54%
LPL Financial
18
LPL Financial
California
$993K +$144K +3,041 +17%
AWS
19
Atria Wealth Solutions
New York
$918K +$189 +4 +0%
Bank of America
20
Bank of America
North Carolina
$876K +$120K +2,527 +16%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$861K +$232K +4,891 +37%
HighTower Advisors
22
HighTower Advisors
Illinois
$751K +$135K +2,856 +22%
VCP
23
Verus Capital Partners
Arizona
$742K -$627K -13,244 -46%
TDWM
24
Topel & Distasi Wealth Management
California
$669K +$31.5K +666 +5%
KAS
25
Kestra Advisory Services
Texas
$644K +$18.2K +384 +3%