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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

202 hedge funds and large institutions have $797M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
97
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$22.4M
2
Jane Street
2
Jane Street
New York
$12M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$33.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M
5
BlackRock
5
BlackRock
New York
$16.3M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$101K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.93M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$48.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
26
One Wealth Advisors
California
$4.12M 181,070 +15,596 +9%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.93M 172,970 -47,235 -21%
CAN
28
Cetera Advisor Networks
California
$3.66M 160,953 +16,345 +11%
EB
29
Eastern Bank
Massachusetts
$3.63M 159,586 -979 -0.6%
Financial Engines Advisors
30
Financial Engines Advisors
California
$3.59M 157,924 +24,533 +18%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.06M 134,376 +122,461 +1,028%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.89M 126,929 +36,977 +41%
WB
33
WesBanco Bank
West Virginia
$2.8M 123,250 +4,647 +4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.79M 122,841 +11,172 +10%
HGWM
35
Horst & Graben Wealth Management
Oregon
$2.78M 122,152 -12,181 -9%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$2.53M 111,399 -3,772 -3%
PWM
37
Perigon Wealth Management
California
$2.43M 107,079 -26,063 -20%
Prudential Financial
38
Prudential Financial
New Jersey
$2.39M 104,943 -1,623 -2%
SHJ
39
Sharkey, Howes & Javer
Colorado
$2.3M 101,096 -942 -0.9%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$2.16M 95,326 -6,502 -6%
EH
41
Equitable Holdings
New York
$2.12M 93,279 +3,024 +3%
WP
42
WealthSource Partners
California
$2.12M 93,090 -3,626 -4%
Vontobel Holding
43
Vontobel Holding
Switzerland
$2.1M 92,525 +13,552 +17%
AssetMark Inc
44
AssetMark Inc
California
$2.06M 90,597 +26,444 +41%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$2.03M 89,173 +15,002 +20%
LRWA
46
Long Run Wealth Advisors
New York
$2M 87,839 -2,373 -3%
BCM
47
Brookstone Capital Management
Illinois
$1.86M 83,585 +11 +0%
FWI
48
Facet Wealth Inc
Maryland
$1.58M 70,728 +70,728 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.45M 63,628 +11,824 +23%
DI
50
DFPG Investments
Utah
$1.43M 62,859 -18,471 -23%
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