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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

241 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 140 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
140
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$181M
2
B
2
Barings
North Carolina
$24.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.7M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$47.3M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$60.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$48.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.91M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$22.8M
5
FGAM
5
Financial Gravity Asset Management
Texas
$110K
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
26
Financial Engines Advisors
California
$5.87M +$868K +37,767 +17%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$5.55M +$1.95M +84,954 +54%
AWS
28
Atria Wealth Solutions
New York
$5.33M +$533K +23,192 +11%
DL
29
DOHJ LLC
Washington
$4.47M +$1.22M +53,176 +38%
IWA
30
Invera Wealth Advisors
Oregon
$4.39M -$193K -8,669 -4%
CAN
31
Cetera Advisor Networks
California
$4.12M +$108K +4,693 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.04M +$452K +19,642 +13%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$3.96M -$313K -13,605 -7%
FLPIM
34
F.L. Putnam Investment Management
Massachusetts
$3.8M +$2.3M +100,177 +154%
AssetMark Inc
35
AssetMark Inc
California
$3.72M +$448K +19,471 +14%
HGWM
36
Horst & Graben Wealth Management
Oregon
$3.65M +$631K +27,468 +21%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$3.45M -$93.3K -4,056 -3%
EH
38
Equitable Holdings
New York
$3.25M +$535K +23,272 +20%
EB
39
Eastern Bank
Massachusetts
$3.17M -$619K -26,911 -16%
WB
40
WesBanco Bank
West Virginia
$3.14M +$168K +7,302 +6%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$3.02M +$389K +16,940 +15%
SHJ
42
Sharkey, Howes & Javer
Colorado
$2.8M +$69.2K +3,010 +3%
UCFA
43
United Capital Financial Advisors
Texas
$2.59M +$192K +8,361 +8%
ASN
44
Advisory Services Network
Georgia
$2.55M +$44.4K +1,931 +2%
PWM
45
Perigon Wealth Management
California
$2.53M +$596K +25,907 +31%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.42M +$708K +30,802 +41%
Vontobel Holding
47
Vontobel Holding
Switzerland
$2.37M +$143K +6,204 +6%
MMA
48
Miracle Mile Advisors
California
$2.36M -$1.65M -71,923 -41%
CA
49
Cetera Advisors
Colorado
$2.3M +$1.29M +56,166 +128%
KFAA
50
Klaas Financial Asset Advisors
Illinois
$2.27M +$139K +6,025 +6%
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