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iShares ESG Aware USD Corporate Bond ETF

247 hedge funds and large institutions have $948M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
247
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
129
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.91M 248,479 +30,256 +14%
AWS
27
Atria Wealth Solutions
New York
$5.49M 230,963 +2,101 +0.9%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$5.45M 228,916 +87,339 +62%
DL
29
DOHJ LLC
Washington
$5.08M 213,894 +5,252 +3%
AssetMark Inc
30
AssetMark Inc
California
$5.05M 212,295 +24,633 +13%
IWA
31
Invera Wealth Advisors
Oregon
$5.03M 217,383 +3,702 +2%
SC
32
Savant Capital
Illinois
$4.81M 202,180 -1,290 -0.6%
HGWM
33
Horst & Graben Wealth Management
Oregon
$4.15M 174,247 +8,833 +5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.06M 170,698 -636 -0.4%
PWM
35
Perigon Wealth Management
California
$4.04M 169,996 +51,971 +44%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$3.98M 167,426 +5,162 +3%
OIA
37
OneDigital Investment Advisors
Kansas
$3.87M 162,879 +1,781 +1%
MIS
38
Morningstar Investment Services
Illinois
$3.82M 160,369 +27,347 +21%
EH
39
Equitable Holdings
New York
$3.64M 153,027 +5,267 +4%
FLPIM
40
F.L. Putnam Investment Management
Massachusetts
$3.52M 147,826 +1,982 +1%
LRWA
41
Long Run Wealth Advisors
New York
$3.44M 144,541 +63,446 +78%
MMA
42
Miracle Mile Advisors
California
$3.38M 142,038 +23,024 +19%
WB
43
WesBanco Bank
West Virginia
$3.34M 140,348 +5,820 +4%
EB
44
Eastern Bank
Massachusetts
$3.27M 137,611 -296 -0.2%
SHJ
45
Sharkey, Howes & Javer
Colorado
$3.12M 131,287 -3,300 -2%
UCFA
46
United Capital Financial Advisors
Texas
$2.99M 125,869 -6,871 -5%
KFAA
47
Klaas Financial Asset Advisors
Illinois
$2.83M 119,107 +264 +0.2%
Osaic Holdings
48
Osaic Holdings
Arizona
$2.76M 116,200 -15,962 -12%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$2.65M 111,231 +652 +0.6%
FWI
50
Facet Wealth Inc
Maryland
$2.46M 107,364 +7,957 +8%