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iShares ESG Aware USD Corporate Bond ETF

247 hedge funds and large institutions have $948M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
129
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
226
Rise Advisors
New York
$15.7K +$166 +7 +1%
AIC
227
Archer Investment Corporation
Indiana
$15.2K
OC
228
Oarsman Capital
Wisconsin
$15.1K +$15.1K +634 New
PW
229
Paladin Wealth
Minnesota
$11.9K +$11.9K +502 New
WTC
230
WhitTier Trust Company
Nevada
$10.3K
MG
231
Mather Group
Illinois
$10.2K +$6.54K +275 +181%
CAS
232
Coppell Advisory Solutions
Texas
$9.56K
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$9.09K +$9.09K +382 New
FWP
234
FAS Wealth Partners
Kansas
$9.02K +$95 +4 +1%
BSB
235
Bangor Savings Bank
Maine
$8.8K -$12.4K -523 -59%
CB
236
Community Bank
New York
$8.23K -$690 -29 -8%
IA
237
IFP Advisors
Florida
$5.83K
MFS
238
Mattson Financial Services
Michigan
$5.64K
ME
239
McIlrath & Eck
Washington
$3.64K
RCM
240
Raleigh Capital Management
North Carolina
$3.5K +$3.5K +147 New
TAM
241
Tucker Asset Management
Colorado
$2.57K +$476 +20 +23%
TRCT
242
Tower Research Capital (TRC)
New York
$2.38K +$2.38K +100 New
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$2.05K
ZRP
244
Zynergy Retirement Planning
New Jersey
$1.74K
RWM
245
Ruedi Wealth Management
Illinois
$1.53K
BC
246
Barrett & Company
Rhode Island
$1.38K
S
247
Sachetta
Massachusetts
$215 +$215 +9 New
B
248
Bailard
California
-$1.05M -46,347 Closed
T
249
TCWP
Ohio
-$944K -41,560 Closed
OWMIAS
250
One Wealth Management Investment & Advisory Services
Florida
-$685K -30,164 Closed