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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

202 hedge funds and large institutions have $797M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
97
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$22.4M
2
Jane Street
2
Jane Street
New York
$12M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$33.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M
5
BlackRock
5
BlackRock
New York
$16.3M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$101K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.93M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$48.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$1.39M 60,938 -926 -1%
B
52
Bailard
California
$1.36M 59,963 -1,803 -3%
SWG
53
Summit Wealth Group
Vermont
$1.33M 58,601 -323,011 -85%
SAG
54
SageView Advisory Group
California
$1.26M 55,329 -2,108 -4%
M&T Bank
55
M&T Bank
New York
$1.25M 54,846 -430 -0.8%
SWM
56
SigFig Wealth Management
California
$1.21M 53,613 +569 +1%
ASN
57
Advisory Services Network
Georgia
$1.2M 52,718 -34,145 -39%
CFG
58
Carr Financial Group
Massachusetts
$1.16M 50,911 – –
TDWM
59
Topel & Distasi Wealth Management
California
$1.12M 49,319 +155 +0.3%
PG
60
Proffitt & Goodson
Tennessee
$1.11M 48,847 +3,551 +8%
NA
61
NewEdge Advisors
Louisiana
$1.09M 47,842 +11,602 +32%
AWM
62
AE Wealth Management
Kansas
$1.05M 46,330 +4,189 +10%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.04M 45,617 +10,967 +32%
WP
64
WealthShield Partners
North Carolina
$1.03M 45,128 -6,177 -12%
PA
65
PFG Advisors
Arizona
$1.02M 44,924 -986 -2%
CL
66
Choreo LLC
Illinois
$999K 43,910 +1,285 +3%
UB
67
UMB Bank
Missouri
$980K 43,106 +43,106 New
VCM
68
Vision Capital Management
Oregon
$970K 42,640 -1,881 -4%
MMA
69
Miracle Mile Advisors
California
$937K 41,227 -8,000 -16%
GI
70
Gradient Investments
Minnesota
$899K 39,530 -430 -1%
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$890K 39,229 +10,289 +36%
CA
72
Cetera Advisors
Colorado
$883K 38,834 +3,184 +9%
Truist Financial
73
Truist Financial
North Carolina
$835K 36,704 +1,940 +6%
APW
74
Austin Private Wealth
Texas
$834K 36,691 +6,660 +22%
EWM
75
Empirical Wealth Management
Washington
$810K 35,624 +232 +0.7%
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