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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

241 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 140 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
140
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$181M
2
B
Barings
North Carolina
$24.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$47.3M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$60.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$48.7M
2
Morgan Stanley
Morgan Stanley
New York
$20.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.91M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$22.8M
5
FGAM
Financial Gravity Asset Management
Texas
$110K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
226
Rise Advisors
New York
$14.9K +$115 +5 +0.8%
NB
227
NBT Bank
New York
$11.8K – – –
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$10K +$10K +440 New
WTC
229
WhitTier Trust Company
Nevada
$9.97K – – –
AGWCA
230
Annis Gardner Whiting Capital Advisors
Florida
$8.65K – – –
CB
231
Community Bank
New York
$8.62K – – –
FWP
232
FAS Wealth Partners
Kansas
$8.53K +$1.56K +68 +22%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$6.71K – – –
SAM
234
Smartleaf Asset Management
Massachusetts
$5.5K -$14.1K -611 -72%
WIC
235
Woodmont Investment Counsel
Tennessee
$4.48K +$4.48K +195 New
MG
236
Mather Group
Illinois
$2.77K +$2.77K +119 New
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$1.38K +$1.38K +60 New
BC
238
Barrett & Company
Rhode Island
$1.33K – – –
BWL
239
Bogart Wealth LLC
Virginia
$759 – – –
RWM
240
Ruedi Wealth Management
Illinois
$694 +$23 +1 +3%
VAG
241
VisionPoint Advisory Group
Texas
$46 – – –
OMC
242
Old Mission Capital
Illinois
– -$6.32M -271,658 Closed
Baird Financial Group
243
Baird Financial Group
Wisconsin
– -$316K -13,575 Closed
TSS
244
Two Sigma Securities
New York
– -$238K -10,241 Closed
GWP
245
Gateway Wealth Partners
Wisconsin
– -$229K -9,820 Closed
AWM
246
Apollon Wealth Management
South Carolina
– -$213K -9,142 Closed
MA
247
Mutual Advisors
Nebraska
– -$209K -9,001 Closed
DP
248
Denver PWM
Colorado
– -$292K -6,171 Closed
TVAMP
249
Tennessee Valley Asset Management Partners
Tennessee
– -$100K -4,317 Closed
GIA
250
Goodwin Investment Advisory
Georgia
– -$88.2K -3,789 Closed
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