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iShares ESG Aware USD Corporate Bond ETF

155 hedge funds and large institutions have $621M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $566M → $621M (+$55M)

1% more funds holding

Funds holding: 154155 (+1)

0.44% more ownership

Funds ownership: 66.95%67.39% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
74
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
26
Long Run Wealth Advisors
New York
$2.62M +$86.5K +3,651 +3%
AWS
27
Atria Wealth Solutions
New York
$2.52M +$418K +17,627 +19%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$2.5M
B
29
Bailard
California
$2.29M -$135K -5,677 -5%
OMC
30
Old Mission Capital
Illinois
$2.26M +$2.31M +97,652 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.01M -$1.6M -67,600 -44%
Citadel Advisors
32
Citadel Advisors
Florida
$1.79M +$1.83M +77,368 New
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.74M +$225K +9,497 +15%
EH
34
Equitable Holdings
New York
$1.65M +$281K +11,872 +20%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.4M -$462K -19,481 -24%
FLPIM
36
F.L. Putnam Investment Management
Massachusetts
$1.34M +$42.4K +1,790 +3%
WP
37
WealthShield Partners
North Carolina
$1.33M +$788K +33,266 +137%
Financial Engines Advisors
38
Financial Engines Advisors
California
$1.32M +$245K +10,335 +22%
WP
39
WealthSource Partners
California
$1.3M +$395K +16,671 +42%
Prudential Financial
40
Prudential Financial
New Jersey
$1.28M +$106K +4,463 +9%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.14M +$179K +7,558 +18%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.1M +$161K +6,804 +17%
MMA
43
Miracle Mile Advisors
California
$1.07M -$53.4K -2,254 -5%
Truist Financial
44
Truist Financial
North Carolina
$1.06M +$87.7K +3,699 +9%
PA
45
PFG Advisors
Arizona
$1.05M +$34.9K +1,471 +3%
AIP
46
Ameritas Investment Partners
Nebraska
$956K -$131K -5,522 -12%
CFGS
47
Concourse Financial Group Securities
Alabama
$947K +$24.9K +1,050 +3%
HGWM
48
Horst & Graben Wealth Management
Oregon
$928K +$222K +9,388 +31%
Jane Street
49
Jane Street
New York
$921K +$613K +25,846 +185%
PR
50
Payden & Rygel
California
$919K