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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

241 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 140 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
140
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$181M
2
B
2
Barings
North Carolina
$24.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.7M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$47.3M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$60.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$48.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.91M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$22.8M
5
FGAM
5
Financial Gravity Asset Management
Texas
$110K
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$2.26M +$6.71K +292 +0.3%
FWI
52
Facet Wealth Inc
Maryland
$2.09M -$1.45K -64 -0.1%
SWG
53
Summit Wealth Group
Vermont
$2.08M +$416K +18,106 +25%
MIS
54
Morningstar Investment Services
Illinois
$1.95M -$525K -22,829 -21%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.91M -$11.4M -495,810 -86%
LRWA
56
Long Run Wealth Advisors
New York
$1.85M -$97.6K -4,245 -5%
Prudential Financial
57
Prudential Financial
New Jersey
$1.77M +$196K +8,543 +12%
BCM
58
Brookstone Capital Management
Illinois
$1.66M -$104K -4,528 -6%
TDWM
59
Topel & Distasi Wealth Management
California
$1.53M +$236K +10,245 +18%
PBF
60
Petix & Botte Financial
California
$1.53M +$1.53M +66,536 New
SWM
61
SigFig Wealth Management
California
$1.4M +$66.4K +2,888 +5%
COCM
62
Charter Oak Capital Management
New Hampshire
$1.39M +$317K +13,790 +30%
DAS
63
Diversify Advisory Services
Utah
$1.38M +$1.38M +60,892 New
OIA
64
OneDigital Investment Advisors
Kansas
$1.36M +$264K +11,496 +24%
PJSIMP
65
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.31M +$21.2K +922 +2%
CL
66
Choreo LLC
Illinois
$1.3M -$16.6K -724 -1%
PG
67
Proffitt & Goodson
Tennessee
$1.29M +$121K +5,284 +10%
IWC
68
Integrated Wealth Concepts
Massachusetts
$1.25M +$165K +7,181 +15%
WP
69
WealthShield Partners
North Carolina
$1.2M +$50.9K +2,216 +4%
Citadel Advisors
70
Citadel Advisors
Florida
$1.16M -$1.48M -64,424 -56%
APW
71
Austin Private Wealth
Texas
$1.15M +$243K +10,706 +27%
SPIA
72
Steward Partners Investment Advisory
New York
$1.14M +$90.7K +3,947 +9%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.07M -$3.14M -136,704 -75%
AF
74
Allworth Financial
California
$1.06M -$5.47K -238 -0.5%
B
75
Bailard
California
$1.04M -$92.8K -4,037 -8%
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