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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
110
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$77.8M
3
Betterment LLC
3
Betterment LLC
New York
$30.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.9M
5
AF
5
Allworth Financial
California
$3.14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
B
2
Barings
North Carolina
$30M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.6M
4
MIS
4
Morningstar Investment Services
Illinois
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$57.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.43M 239,125 -9,354 -4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$5.3M 230,156 +1,240 +0.5%
AssetMark Inc
28
AssetMark Inc
California
$5.18M 227,795 +15,500 +7%
IWA
29
Invera Wealth Advisors
Oregon
$5.15M 226,628 +9,245 +4%
DL
30
DOHJ LLC
Washington
$5.09M 224,016 +10,122 +5%
AWS
31
Atria Wealth Solutions
New York
$4.73M 208,233 -22,730 -10%
SC
32
Savant Capital
Illinois
$4.67M 205,413 +3,233 +2%
Raymond James Financial
33
Raymond James Financial
Florida
$4.33M 190,540 +190,540 New
FLPIM
34
F.L. Putnam Investment Management
Massachusetts
$4.24M 186,408 +38,582 +26%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.14M 182,368 +11,670 +7%
HGWM
36
Horst & Graben Wealth Management
Oregon
$4.09M 179,819 +5,572 +3%
PWM
37
Perigon Wealth Management
California
$4M 176,203 +6,207 +4%
OIA
38
OneDigital Investment Advisors
Kansas
$3.79M 166,606 +3,727 +2%
LRWA
39
Long Run Wealth Advisors
New York
$3.63M 159,877 +15,336 +11%
KFAA
40
Klaas Financial Asset Advisors
Illinois
$3.44M 151,337 +32,230 +27%
WB
41
WesBanco Bank
West Virginia
$3.34M 147,193 +6,845 +5%
SG
42
Stanich Group
New York
$3.33M 146,782 +146,782 New
MMA
43
Miracle Mile Advisors
California
$3.23M 142,197 +159 +0.1%
EH
44
Equitable Holdings
New York
$3.23M 142,170 -10,857 -7%
AF
45
Allworth Financial
California
$3.14M 137,995 +76,101 +123%
EB
46
Eastern Bank
Massachusetts
$3.12M 137,206 -405 -0.3%
SHJ
47
Sharkey, Howes & Javer
Colorado
$2.96M 130,401 -886 -0.7%
RF
48
Rossby Financial
Florida
$2.79M 122,603 +122,603 New
UCFA
49
United Capital Financial Advisors
Texas
$2.75M 121,204 -4,665 -4%
FWI
50
Facet Wealth Inc
Maryland
$2.54M 111,195 +3,831 +4%
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