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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

51 hedge funds and large institutions have $72.9M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.06M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.92M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$5.1M
4
Ameriprise
4
Ameriprise
Minnesota
$1.82M
5
RWP
5
RWA Wealth Partners
Massachusetts
$1.85M

Top Sellers

1
Jane Street
1
Jane Street
New York
$677K
2
GSWM
2
Golden State Wealth Management
California
$0
3
APSP
3
Asset Planning Services (Pennsylvania)
Pennsylvania
$0
4
FAAS
4
First Allied Advisory Services
California
$0
5
HA
5
Harborview Advisors
Maine
$665K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$329K 12,420 +12,420 New
MML Investors Services
27
MML Investors Services
Massachusetts
$324K 12,255 +12,255 New
ASN
28
Advisory Services Network
Georgia
$300K 11,351 +2,526 +29%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$293K 11,073 +2,928 +36%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$281K 10,615 -28 -0.3%
LFA
31
Legacy Financial Advisors
Kentucky
$273K 10,318 +10,318 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$267K 10,095 +766 +8%
SI
33
SimpliFi Inc
California
$231K 8,720 +82 +0.9%
TC
34
TownSquare Capital
Utah
$223K 8,427 -7 -0.1%
UBS Group
35
UBS Group
Switzerland
$207K 7,820 +1,357 +21%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$150K 5,670 +4,368 +335%
AIC
37
Ameritas Investment Company
Nebraska
$77K 2,928 +1,767 +152%
AF
38
Advisornet Financial
Minnesota
$64K 2,436 – –
FANJ
39
Financial Architects (New Jersey)
New Jersey
$35K 1,307 +1,307 New
SFS
40
Sowell Financial Services
Arkansas
$28K 1,074 +10 +0.9%
GWM
41
Geneos Wealth Management
Colorado
$21K 828 – –
LFG
42
LifePlan Financial Group
Ohio
$20K 759 – –
ACM
43
Anfield Capital Management
California
$17K 645 +645 New
BBA
44
Braun-Bostich & Associates
Pennsylvania
$12K 459 +459 New
FCM
45
Firestone Capital Management
Florida
$11K 426 +426 New
SPIA
46
Steward Partners Investment Advisory
New York
$8K 331 +4 +1%
RWG
47
Regal Wealth Group
California
$6K 220 – –
EIP
48
Ellis Investment Partners
Pennsylvania
$5K 201 +2 +1%
RCA
49
Rowland Carmichael Advisors
Arizona
$5K 193 +193 New
CGI
50
Cougar Global Investments
Ontario, Canada
$3K 99 – –
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2
3