SUSC icon

iShares ESG Aware USD Corporate Bond ETF

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCG
226
Financial Connections Group
California
$13K +$22 +1 +0.2%
GFPC
227
Global Financial Private Client
Florida
$11.9K -$93 -4 -0.8%
NB
228
NBT Bank
New York
$11.9K +$11.9K +512 New
WTC
229
WhitTier Trust Company
Nevada
$10.1K +$10.1K +434 New
CA
230
Crewe Advisors
Utah
$10K
CAS
231
Coppell Advisory Solutions
Texas
$9.33K +$9.33K +401 New
AGWCA
232
Annis Gardner Whiting Capital Advisors
Florida
$8.75K
CB
233
Community Bank
New York
$8.73K
FWP
234
FAS Wealth Partners
Kansas
$7.05K +$2.58K +111 +58%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$6.8K +$6.8K +292 New
CTC
236
Central Trust Company
Missouri
$3.38K +$3.38K +145 New
BC
237
Barrett & Company
Rhode Island
$1.35K
BWL
238
Bogart Wealth LLC
Virginia
$768 -$1.49K -64 -66%
RWM
239
Ruedi Wealth Management
Illinois
$672
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$465 +$465 +20 New
VAG
241
VisionPoint Advisory Group
Texas
$47 +$47 +2 New
AWM
242
Aprio Wealth Management
Georgia
-$1.03M -47,177 Closed
NA
243
NewEdge Advisors
Louisiana
-$752K -34,560 Closed
MA
244
MONECO Advisors
Connecticut
-$463K -21,300 Closed
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
-$280K -12,848 Closed
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
-$254K -11,649 Closed
BPA
247
Beacon Pointe Advisors
California
-$225K -10,338 Closed
Legacy Financial Group (Iowa)
248
Legacy Financial Group (Iowa)
Iowa
-$41.7K -1,915 Closed
CCP
249
Carmel Capital Partners
California
-$18.3K -840 Closed
BWS
250
Buck Wealth Strategies
Colorado
-$2.87K -132 Closed