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iShares ESG Advanced High Yield Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1
SigFig Wealth Management
California
$9.26M +$514K +11,111 +6%
RCS
2
Retirement Capital Strategies
California
$6M +$6M +129,938 New
BlackRock
3
BlackRock
New York
$5.19M
FNWM
4
Financial Network Wealth Management
Utah
$4.28M +$265K +5,741 +7%
CCM
5
Colorado Capital Management
Colorado
$3.49M +$213K +4,615 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.13M +$203K +4,391 +7%
UBS Group
7
UBS Group
Switzerland
$3.03M +$44.3K +958 +1%
BRIA
8
Balanced Rock Investment Advisors
Massachusetts
$2.9M +$120K +2,597 +4%
HCM
9
Howland Capital Management
Massachusetts
$2.72M +$1.4M +30,350 +106%
Raymond James Financial
10
Raymond James Financial
Florida
$1.89M +$1.89M +40,978 New
AssetMark Inc
11
AssetMark Inc
California
$1.73M +$202K +4,365 +13%
LPL Financial
12
LPL Financial
California
$1.53M +$562K +12,162 +58%
HI
13
Harbour Investments
Wisconsin
$1.5M +$18.7K +404 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.44M +$67K +1,451 +5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.26M -$43.6K -943 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.13M +$394K +8,536 +54%
MLIC
17
Mandatum Life Insurance Company
Finland
$998K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$974K -$154K -3,335 -14%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$934K -$138K -2,983 -13%
Bank of America
20
Bank of America
North Carolina
$924K +$69.7K +1,508 +8%
AWS
21
Atria Wealth Solutions
New York
$883K -$12.5K -271 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$843K +$3.37K +73 +0.4%
Jane Street
23
Jane Street
New York
$835K -$155K -3,358 -16%
BMD
24
Better Money Decisions
New Mexico
$719K +$149K +3,232 +26%
TDWM
25
Topel & Distasi Wealth Management
California
$661K +$8.82K +191 +1%