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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
110
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$77.8M
3
Betterment LLC
3
Betterment LLC
New York
$30.7M
4
Raymond James Financial
4
Raymond James Financial
Florida
$4.33M
5
SG
5
Stanich Group
New York
$3.33M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
B
2
Barings
North Carolina
$30M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.6M
4
MIS
4
Morningstar Investment Services
Illinois
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$57.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$2.45M 107,651 -8,549 -7%
NA
52
NewEdge Advisors
Louisiana
$2.39M 105,042 +71,922 +217%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.31M 101,485 -9,746 -9%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$2.2M 96,728 +1,103 +1%
ASN
55
Advisory Services Network
Georgia
$2.02M 88,988 -2,511 -3%
Vontobel Holding
56
Vontobel Holding
Switzerland
$1.91M 84,164 +5,350 +7%
ISFAN
57
Investor's Fiduciary Advisor Network
Washington
$1.84M 81,115 +81,115 New
SWG
58
Summit Wealth Group
Vermont
$1.82M 80,294 -18,208 -18%
SWM
59
SigFig Wealth Management
California
$1.82M 79,958 +4,043 +5%
BCM
60
Brookstone Capital Management
Illinois
$1.8M 79,217 +4,048 +5%
COCM
61
Charter Oak Capital Management
New Hampshire
$1.71M 75,417 +2,615 +4%
LFASL
62
Lugano Financial Advisors SA (LFA)
Switzerland
$1.69M 74,278 +74,278 New
TDWM
63
Topel & Distasi Wealth Management
California
$1.55M 68,276 -181 -0.3%
MA
64
Mutual Advisors
Nebraska
$1.51M 66,593 -2,877 -4%
PG
65
Proffitt & Goodson
Tennessee
$1.4M 61,794 +2,199 +4%
PJSIMP
66
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.4M 61,512 +2,688 +5%
EFG
67
Elios Financial Group
Ohio
$1.38M 60,720 -2,493 -4%
SA
68
Sanctuary Advisors
Indiana
$1.35M 58,817 -5,499 -9%
FTUS
69
Flow Traders U.S.
New York
$1.31M 57,810 +57,810 New
TC
70
TownSquare Capital
Utah
$1.31M 57,660 +13,266 +30%
SPIA
71
Steward Partners Investment Advisory
New York
$1.28M 56,490 +4,945 +10%
JFA
72
JNBA Financial Advisors
Minnesota
$1.26M 55,534 +17,124 +45%
SFA
73
Sequoia Financial Advisors
Ohio
$1.18M 51,976 +27,283 +110%
CL
74
Choreo LLC
Illinois
$1.17M 51,557 -4,303 -8%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.16M 50,941 +15,375 +43%
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