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iShares ESG Aware USD Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $566M → $621M (+$55M)

1% more funds holding

Funds holding: 154155 (+1)

0.44% more ownership

Funds ownership: 66.95%67.39% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.61%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$918K +$940K +39,646 New
KAS
52
Kestra Advisory Services
Texas
$903K +$421K +17,759 +84%
SHJ
53
Sharkey, Howes & Javer
Colorado
$897K -$179K -7,555 -16%
AWM
54
Axxcess Wealth Management
California
$876K -$244K -10,276 -21%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$860K -$207K -8,749 -19%
TDWM
56
Topel & Distasi Wealth Management
California
$849K +$209K +8,816 +32%
KFAA
57
Klaas Financial Asset Advisors
Illinois
$829K +$119K +5,031 +16%
NL
58
NEPC LLC
Massachusetts
$751K +$76.1K +3,213 +11%
EWM
59
Empirical Wealth Management
Washington
$747K -$19.3K -813 -2%
TC
60
Trilogy Capital
California
$692K +$32.7K +1,380 +5%
LFA
61
Level Financial Advisors
New York
$685K -$267K -11,284 -28%
PG
62
Proffitt & Goodson
Tennessee
$685K +$314K +13,257 +81%
IA
63
IFP Advisors
Florida
$671K
FWM
64
Fingerlakes Wealth Management
New York
$643K +$10.4K +439 +2%
RJA
65
Raymond James & Associates
Florida
$602K -$27.7K -1,168 -4%
AWM
66
AE Wealth Management
Kansas
$594K +$137K +5,801 +29%
NCM
67
Neumann Capital Management
California
$554K -$64K -2,700 -10%
BIA
68
Bigelow Investment Advisors
Maine
$534K -$102K -4,296 -16%
JFA
69
JNBA Financial Advisors
Minnesota
$524K +$79.6K +3,360 +17%
RG
70
Rathbones Group
United Kingdom
$514K
CCA
71
Cobblestone Capital Advisors
New York
$512K +$64.1K +2,705 +14%
WT
72
Whittier Trust
California
$497K -$51.2K -2,162 -9%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$489K -$38.6K -1,629 -7%
MFGM
74
Marshall Financial Group (Maryland)
Maryland
$480K +$188K +7,924 +62%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$463K