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iShares ESG Aware USD Corporate Bond ETF

247 hedge funds and large institutions have $948M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
247
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
129
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWG
51
Summit Wealth Group
Vermont
$2.34M 98,502 +2,601 +3%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$2.27M 95,625 -1,005 -1%
ASN
53
Advisory Services Network
Georgia
$2.08M 91,499
Prudential Financial
54
Prudential Financial
New Jersey
$1.95M 82,161 +6,073 +8%
Vontobel Holding
55
Vontobel Holding
Switzerland
$1.87M 78,814 +2,758 +4%
SWM
56
SigFig Wealth Management
California
$1.81M 75,915 +9,086 +14%
BCM
57
Brookstone Capital Management
Illinois
$1.79M 75,169 +2,477 +3%
COCM
58
Charter Oak Capital Management
New Hampshire
$1.73M 72,802 +2,308 +3%
TDWM
59
Topel & Distasi Wealth Management
California
$1.63M 68,457 +2,018 +3%
MA
60
Mutual Advisors
Nebraska
$1.61M 69,470 +49,798 +253%
EFG
61
Elios Financial Group
Ohio
$1.5M 63,213 +63,213 New
SA
62
Sanctuary Advisors
Indiana
$1.48M 64,316 -5,362 -8%
AF
63
Allworth Financial
California
$1.47M 61,894 +10,031 +19%
DAS
64
Diversify Advisory Services
Utah
$1.47M 63,319 -6,247 -9%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.47M 61,724 +7,412 +14%
PG
66
Proffitt & Goodson
Tennessee
$1.42M 59,595 +699 +1%
PJSIMP
67
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.4M 58,824 +3,159 +6%
CL
68
Choreo LLC
Illinois
$1.33M 55,860 -1,056 -2%
BlackRock
69
BlackRock
New York
$1.3M 54,744 -163,541 -75%
WP
70
WealthShield Partners
North Carolina
$1.27M 53,539 +569 +1%
SPIA
71
Steward Partners Investment Advisory
New York
$1.23M 51,545 +804 +2%
SAG
72
SageView Advisory Group
California
$1.21M 50,678 +50,678 New
PWMG
73
Private Wealth Management Group
New Jersey
$1.15M 48,231 +3,204 +7%
VCM
74
Vision Capital Management
Oregon
$1.13M 47,496 +5,084 +12%
B
75
Birchbrook
Maine
$1.11M 46,748 +1,611 +4%