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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$221M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$45.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$42M
4
LPL Financial
4
LPL Financial
California
$19.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$128M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$32.9M
3
Jane Street
3
Jane Street
New York
$2.23M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$853K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$1.82M 83,615 -21,328 -20%
BCM
52
Brookstone Capital Management
Illinois
$1.76M 83,299 -286 -0.3%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$1.47M 67,603 +6,665 +11%
MMA
54
Miracle Mile Advisors
California
$1.39M 63,925 +22,698 +55%
DI
55
DFPG Investments
Utah
$1.36M 62,818 -41 -0.1%
SWG
56
Summit Wealth Group
Vermont
$1.28M 58,842 +241 +0.4%
CL
57
Choreo LLC
Illinois
$1.26M 58,089 +14,179 +32%
SAG
58
SageView Advisory Group
California
$1.25M 57,629 +2,300 +4%
TDWM
59
Topel & Distasi Wealth Management
California
$1.2M 55,067 +5,748 +12%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.2M 55,022 +48,537 +748%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$1.14M 52,147 -11,481 -18%
M&T Bank
62
M&T Bank
New York
$1.11M 51,083 -3,763 -7%
PG
63
Proffitt & Goodson
Tennessee
$1.09M 50,023 +1,176 +2%
B
64
Bailard
California
$1.08M 49,764 -10,199 -17%
SWM
65
SigFig Wealth Management
California
$1.04M 47,611 -6,002 -11%
AWM
66
Aprio Wealth Management
Georgia
$1.03M 47,177 +13,963 +42%
WP
67
WealthShield Partners
North Carolina
$1.01M 46,442 +1,314 +3%
EWM
68
Empirical Wealth Management
Washington
$997K 45,814 +10,190 +29%
Truist Financial
69
Truist Financial
North Carolina
$955K 43,910 +7,206 +20%
OIA
70
OneDigital Investment Advisors
Kansas
$944K 43,387 +16,444 +61%
VCM
71
Vision Capital Management
Oregon
$941K 43,226 +586 +1%
UB
72
UMB Bank
Missouri
$938K 43,106 – –
CFG
73
Carr Financial Group
Massachusetts
$932K 42,911 -8,000 -16%
COCM
74
Charter Oak Capital Management
New Hampshire
$910K 41,842 +13,454 +47%
AWM
75
AE Wealth Management
Kansas
$877K 40,298 -6,032 -13%
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