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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
133
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.8M
2
Betterment LLC
2
Betterment LLC
New York
$23.6M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$52.2M
4
LPL Financial
4
LPL Financial
California
$25.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.6M

Top Sellers

1
OWA
1
One Wealth Advisors
California
$0
2
BlackRock
2
BlackRock
New York
$4.96M
3
Ameriprise
3
Ameriprise
Minnesota
$44.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$20.6M
5
PBF
5
Petix & Botte Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$2.2M 96,630 -1,579 -2%
SWG
52
Summit Wealth Group
Vermont
$2.18M 95,901 +5,566 +6%
ASN
53
Advisory Services Network
Georgia
$2.08M 91,499 -19,218 -17%
LRWA
54
Long Run Wealth Advisors
New York
$1.84M 81,095 +648 +0.8%
Prudential Financial
55
Prudential Financial
New Jersey
$1.73M 76,088 -1,052 -1%
Vontobel Holding
56
Vontobel Holding
Switzerland
$1.73M 76,056 -27,237 -26%
BCM
57
Brookstone Capital Management
Illinois
$1.68M 72,692 +573 +0.8%
COCM
58
Charter Oak Capital Management
New Hampshire
$1.6M 70,494 +10,067 +17%
DAS
59
Diversify Advisory Services
Utah
$1.59M 69,566 +8,674 +14%
SA
60
Sanctuary Advisors
Indiana
$1.56M 69,678 +69,678 New
SWM
61
SigFig Wealth Management
California
$1.52M 66,829 +5,811 +10%
TDWM
62
Topel & Distasi Wealth Management
California
$1.51M 66,439 -97 -0.1%
PG
63
Proffitt & Goodson
Tennessee
$1.34M 58,896 +2,578 +5%
CL
64
Choreo LLC
Illinois
$1.28M 56,916 +213 +0.4%
PJSIMP
65
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.26M 55,665 -1,473 -3%
SAG
66
SageView Advisory Group
California
– – -8,718 Closed
IWC
67
Integrated Wealth Concepts
Massachusetts
$1.23M 54,312 +17 +0%
WP
68
WealthShield Partners
North Carolina
$1.2M 52,970 +860 +2%
AF
69
Allworth Financial
California
$1.19M 51,863 +5,734 +12%
SPIA
70
Steward Partners Investment Advisory
New York
$1.15M 50,741 +1,299 +3%
SWA
71
Stratos Wealth Advisors
Ohio
$1.1M 48,386 +9,801 +25%
NA
72
NewEdge Advisors
Louisiana
$1.09M 48,042 +16,705 +53%
B
73
Bailard
California
$1.05M 46,347 +1,276 +3%
CCA
74
Cobblestone Capital Advisors
New York
$1.05M 46,123 +1,588 +4%
APW
75
Austin Private Wealth
Texas
$1.03M 45,155 -5,442 -11%
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