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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $746M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
196
Holders Change
+14
Holders Change %
+7.69%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
107
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$200M
2
SC
2
Savant Capital
Illinois
$15M
3
BlackRock
3
BlackRock
New York
$13.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$49.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$147M
2
Wells Fargo
2
Wells Fargo
California
$3.93M
3
Jane Street
3
Jane Street
New York
$2.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$274K
5
LRWA
5
Long Run Wealth Advisors
New York
$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Bailard
California
$1.42M -$504K -21,883 -26%
SAG
52
SageView Advisory Group
California
$1.32M +$36K +1,564 +3%
M&T Bank
53
M&T Bank
New York
$1.27M -$103K -4,465 -7%
SWM
54
SigFig Wealth Management
California
$1.22M +$447K +19,432 +58%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.19M +$682K +29,659 +134%
WP
56
WealthShield Partners
North Carolina
$1.18M +$235K +10,215 +25%
CFG
57
Carr Financial Group
Massachusetts
$1.17M – – –
MMA
58
Miracle Mile Advisors
California
$1.13M +$162K +7,048 +17%
TDWM
59
Topel & Distasi Wealth Management
California
$1.13M +$279K +12,132 +33%
PA
60
PFG Advisors
Arizona
$1.06M +$39.6K +1,720 +4%
PG
61
Proffitt & Goodson
Tennessee
$1.04M +$1.2K +52 +0.1%
VCM
62
Vision Capital Management
Oregon
$1.02M -$313K -13,592 -23%
CL
63
Choreo LLC
Illinois
$981K +$981K +42,625 New
AWM
64
AE Wealth Management
Kansas
$970K +$218K +9,466 +29%
GI
65
Gradient Investments
Minnesota
$920K -$206K -8,958 -18%
NA
66
NewEdge Advisors
Louisiana
$834K +$834K +36,240 New
BPA
67
Beacon Pointe Advisors
California
$821K +$821K +35,663 New
CA
68
Cetera Advisors
Colorado
$820K +$307K +13,337 +60%
EWM
69
Empirical Wealth Management
Washington
$815K +$72.1K +3,132 +10%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$801K +$24.2K +1,052 +3%
Truist Financial
71
Truist Financial
North Carolina
$800K -$178K -7,735 -18%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$797K +$365K +15,870 +85%
VWM
73
Venturi Wealth Management
Texas
$746K +$476K +20,664 +176%
AWM
74
Aprio Wealth Management
Georgia
$737K -$205K -8,916 -22%
HPM
75
Hoxton Planning & Management
West Virginia
$731K +$222K +9,666 +44%
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