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iShares ESG Aware USD Corporate Bond ETF

250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
133
Reduced
61
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
226
Rise Advisors
New York
$14.9K +$159 +7 +1%
AIC
227
Archer Investment Corporation
Indiana
$14.5K -$31.3K -1,377 -68%
NB
228
NBT Bank
New York
$11.6K
GLR
229
Great Lakes Retirement
Ohio
$10.8K +$10.8K +476 New
WTC
230
WhitTier Trust Company
Nevada
$9.86K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$9.72K +$9.72K +428 New
CAS
232
Coppell Advisory Solutions
Texas
$9.11K +$9.11K +401 New
AGWCA
233
Annis Gardner Whiting Capital Advisors
Florida
$8.54K
FWP
234
FAS Wealth Partners
Kansas
$8.52K +$91 +4 +1%
CB
235
Community Bank
New York
$8.52K
HI
236
Human Investing
Oregon
$8.02K +$8.02K +353 New
MFS
237
Mattson Financial Services
Michigan
$5.64K +$5.64K +248 New
IA
238
IFP Advisors
Florida
$5.57K +$5.57K +245 New
FCAS
239
First Command Advisory Services
Texas
$5.48K +$5.48K +241 New
IAIM
240
International Assets Investment Management
Florida
$4.29K +$4.29K +189 New
MG
241
Mather Group
Illinois
$3.49K +$759 +33 +28%
ME
242
McIlrath & Eck
Washington
$3.48K +$3.48K +153 New
TAM
243
Tucker Asset Management
Colorado
$2K +$2K +88 New
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$1.97K -$8.1K -354 -80%
ZRP
245
Zynergy Retirement Planning
New Jersey
$1.66K +$1.66K +73 New
RWM
246
Ruedi Wealth Management
Illinois
$1.45K +$771 +34 +113%
BNP Paribas Financial Markets
247
BNP Paribas Financial Markets
France
$1.34K -$23 -1 -2%
BC
248
Barrett & Company
Rhode Island
$1.32K
SWM
249
Spire Wealth Management
Virginia
$872 -$235K -10,244 -100%
BWL
250
Bogart Wealth LLC
Virginia
$750