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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

170 hedge funds and large institutions have $644M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
97
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
Jane Street
2
Jane Street
New York
$19.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.7M
4
OMC
4
Old Mission Capital
Illinois
$5.26M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$22.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.2M
2
Ameriprise
2
Ameriprise
Minnesota
$223M
3
OWA
3
One Wealth Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$6.2M
5
BCM
5
Brookstone Capital Management
Illinois
$4.12M
Name Market Value Shares Shares
Change 		Shares
Change %
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$1.15M 52,712 -5,104 -9%
WP
52
WealthShield Partners
North Carolina
$1.1M 50,388 -7,238 -13%
Truist Financial
53
Truist Financial
North Carolina
$1.04M 47,924 +2,100 +5%
CFGS
54
Concourse Financial Group Securities
Alabama
$1.04M 47,510 +6,590 +16%
PA
55
PFG Advisors
Arizona
$1M 45,956 +600 +1%
PG
56
Proffitt & Goodson
Tennessee
$980K 45,007 +15,402 +52%
KAS
57
Kestra Advisory Services
Texas
$950K 43,626 +4,638 +12%
AIP
58
Ameritas Investment Partners
Nebraska
$904K 41,542 +207 +0.5%
PR
59
Payden & Rygel
California
$865K 39,697 – –
TWP
60
Tempus Wealth Planning
California
$858K 39,393 +39,393 New
TDWM
61
Topel & Distasi Wealth Management
California
$817K 37,145 +488 +1%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$752K 34,517 -2,628 -7%
IA
63
IFP Advisors
Florida
$715K 29,586 +1,833 +7%
AWM
64
AE Wealth Management
Kansas
$690K 31,664 +6,011 +23%
EWM
65
Empirical Wealth Management
Washington
$676K 31,051 -1,213 -4%
TC
66
Trilogy Capital
California
$668K 30,693 +780 +3%
LFA
67
Level Financial Advisors
New York
$659K 30,278 +683 +2%
AWM
68
Axxcess Wealth Management
California
$610K 28,014 -9,830 -26%
FWM
69
Fingerlakes Wealth Management
New York
$608K 27,894 +99 +0.4%
CCA
70
Cobblestone Capital Advisors
New York
$548K 25,180 +3,043 +14%
AssetMark Inc
71
AssetMark Inc
California
$524K 24,068 +10,166 +73%
JFA
72
JNBA Financial Advisors
Minnesota
$518K 23,763 +1,119 +5%
RG
73
Rathbones Group
United Kingdom
$484K 22,200 – –
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$483K 22,183 +2,387 +12%
APW
75
Austin Private Wealth
Texas
$474K 21,784 +5,428 +33%
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