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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

155 hedge funds and large institutions have $621M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
74
Reduced
44
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$96.3M
3
EB
3
Eastern Bank
Massachusetts
$3.71M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$21.1M
5
OWA
5
One Wealth Advisors
California
$4.08M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$352K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.2M
3
5L
3
55I LLC
Massachusetts
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.01M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$918K 39,646 +39,646 New
KAS
52
Kestra Advisory Services
Texas
$903K 38,988 +17,759 +84%
SHJ
53
Sharkey, Howes & Javer
Colorado
$897K 38,732 -7,555 -16%
AWM
54
Axxcess Wealth Management
California
$876K 37,844 -10,276 -21%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$860K 37,145 -8,749 -19%
TDWM
56
Topel & Distasi Wealth Management
California
$849K 36,657 +8,816 +32%
KFAA
57
Klaas Financial Asset Advisors
Illinois
$829K 35,825 +5,031 +16%
NL
58
NEPC LLC
Massachusetts
$751K 32,433 +3,213 +11%
EWM
59
Empirical Wealth Management
Washington
$747K 32,264 -813 -2%
TC
60
Trilogy Capital
California
$692K 29,913 +1,380 +5%
LFA
61
Level Financial Advisors
New York
$685K 29,595 -11,284 -28%
PG
62
Proffitt & Goodson
Tennessee
$685K 29,605 +13,257 +81%
IA
63
IFP Advisors
Florida
$671K 27,753 – –
FWM
64
Fingerlakes Wealth Management
New York
$643K 27,795 +439 +2%
RJA
65
Raymond James & Associates
Florida
$602K 26,008 -1,168 -4%
AWM
66
AE Wealth Management
Kansas
$594K 25,653 +5,801 +29%
NCM
67
Neumann Capital Management
California
$554K 23,925 -2,700 -10%
BIA
68
Bigelow Investment Advisors
Maine
$534K 23,076 -4,296 -16%
JFA
69
JNBA Financial Advisors
Minnesota
$524K 22,644 +3,360 +17%
RG
70
Rathbones Group
United Kingdom
$514K 22,200 – –
CCA
71
Cobblestone Capital Advisors
New York
$512K 22,137 +2,705 +14%
WT
72
Whittier Trust
California
$497K 21,461 -2,162 -9%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$489K 21,125 -1,629 -7%
MFGM
74
Marshall Financial Group (Maryland)
Maryland
$480K 20,726 +7,924 +62%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$463K 20,000 – –
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