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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M
3
B
3
Barings
North Carolina
$13.1M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$55.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$50.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$201M
2
SC
2
Savant Capital
Illinois
$7.13M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.2M
4
BlackRock
4
BlackRock
New York
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$6.56M 281,950 +63,626 +29%
OMC
27
Old Mission Capital
Illinois
$6.32M 271,658 +145,187 +115%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$5.35M 229,077 +229,077 New
Financial Engines Advisors
29
Financial Engines Advisors
California
$5.06M 217,499 +37,344 +21%
AWS
30
Atria Wealth Solutions
New York
$4.86M 208,864 +28,819 +16%
IWA
31
Invera Wealth Advisors
Oregon
$4.78M 205,414 +205,414 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$4.32M 185,747 +2,462 +1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.27M 183,352 +144,139 +368%
CAN
34
Cetera Advisor Networks
California
$4.06M 174,540 +7,837 +5%
MMA
35
Miracle Mile Advisors
California
$4.06M 174,418 +110,493 +173%
EB
36
Eastern Bank
Massachusetts
$3.84M 164,988 +3,473 +2%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$3.64M 156,296 +101,274 +184%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.63M 155,854 +14,127 +10%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$3.59M 154,150 +18,456 +14%
AssetMark Inc
40
AssetMark Inc
California
$3.31M 142,219 +35,711 +34%
DL
41
DOHJ LLC
Washington
$3.29M 141,354 +141,354 New
HGWM
42
Horst & Graben Wealth Management
Oregon
$3.06M 131,350 +12,671 +11%
WB
43
WesBanco Bank
West Virginia
$3.01M 129,434 +5,048 +4%
SHJ
44
Sharkey, Howes & Javer
Colorado
$2.76M 118,651 +15,518 +15%
EH
45
Equitable Holdings
New York
$2.75M 118,178 +19,976 +20%
Citadel Advisors
46
Citadel Advisors
Florida
$2.67M 114,949 +7,195 +7%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$2.66M 114,417 +7,126 +7%
FGAM
48
Financial Gravity Asset Management
Texas
$2.55M 298,548 +3,478 +1%
ASN
49
Advisory Services Network
Georgia
$2.53M 108,786 -528 -0.5%
MIS
50
Morningstar Investment Services
Illinois
$2.51M 107,656 +78,258 +266%
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