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iShares ESG Aware USD Corporate Bond ETF

81 hedge funds and large institutions have $192M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
42
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$264K +$264K +9,564 New
BIA
52
Bigelow Investment Advisors
Maine
$255K +$255K +9,240 New
SI
53
SimpliFi Inc
California
$244K +$1.66K +60 +0.7%
MWM
54
Mattern Wealth Management
Kansas
$228K +$228K +8,244 New
FFN
55
Focus Financial Network
Minnesota
$223K +$223K +8,084 New
EVM
56
Eaton Vance Management
Massachusetts
$219K +$219K +7,926 New
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$79.2K +2,861 +70%
FANJ
58
Financial Architects (New Jersey)
New Jersey
$125K +$79.4K +2,865 +174%
PA
59
Parallel Advisors
California
$121K +$121K +4,401 New
PAG
60
Private Advisor Group
New Jersey
$92K +$92K +3,338 New
PA
61
Procyon Advisors
Connecticut
$82K +$33.1K +1,190 +68%
SPIA
62
Steward Partners Investment Advisory
New York
$72K +$62.9K +2,287 +691%
Morgan Stanley
63
Morgan Stanley
New York
$65K +$65K +2,353 New
SFS
64
Sowell Financial Services
Arkansas
$55K +$25.2K +910 +84%
GWM
65
Geneos Wealth Management
Colorado
$36K +$13.6K +500 +60%
FCM
66
Firestone Capital Management
Florida
$33K +$21.1K +760 +178%
MAM
67
Meeder Asset Management
Ohio
$32K +$32K +1,165 New
OPS
68
Orion Portfolio Solutions
Nebraska
$32K +$32K +1,165 New
RCA
69
Rowland Carmichael Advisors
Arizona
$26K +$18.9K +679 +264%
AF
70
Advisornet Financial
Minnesota
$25K
BBA
71
Braun-Bostich & Associates
Pennsylvania
$23K +$4.89K +174 +27%
LFG
72
LifePlan Financial Group
Ohio
$21K
SIAS
73
Shine Investment Advisory Services
Colorado
$17K +$17K +600 New
CAN
74
Cetera Advisor Networks
California
$13K +$13K +457 New
APA
75
American Portfolios Advisors
New York
$8.73K