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iShares ESG Aware USD Corporate Bond ETF

120 hedge funds and large institutions have $474M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+34
Holders Change %
+39.53%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
49
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
76
ERTS Wealth Advisors
Michigan
$258K 9,107 +9,107 New
FP
77
Fiduciary Planning
Florida
$253K 8,937 +55 +0.6%
SI
78
SimpliFi Inc
California
$253K 8,920 +55 +0.6%
EVM
79
Eaton Vance Management
Massachusetts
$250K 8,828
MFGM
80
Marshall Financial Group (Maryland)
Maryland
$248K 8,756 +8,756 New
SPIA
81
Steward Partners Investment Advisory
New York
$245K 8,658 +4,381 +102%
KAS
82
Kestra Advisory Services
Texas
$244K 8,604 +8,604 New
TC
83
Trilogy Capital
California
$230K 8,125 +8,125 New
PG
84
Proffitt & Goodson
Tennessee
$228K 8,042 +820 +11%
SPAS
85
Spectrum Planning & Advisory Services
California
$223K 7,861 +7,861 New
RIA
86
Regal Investment Advisors
Michigan
$219K 7,732 +7,732 New
GW
87
GW & Wade
Massachusetts
$218K 7,679 +7,679 New
CFD
88
Creative Financial Designs
Indiana
$191K 6,739 -3,840 -36%
AFG
89
Albion Financial Group
Utah
$130K 4,577 +4,577 New
TI
90
tru Independence
Oregon
$127K 4,468 +4,468 New
COCM
91
Charter Oak Capital Management
New Hampshire
$125K 4,427 +4,427 New
CF
92
Centaurus Financial
California
$101K 3,568 +3,568 New
IA
93
IFS Advisors
Kansas
$97K 3,442 +3,442 New
Morgan Stanley
94
Morgan Stanley
New York
$81K 2,874 +520 +22%
GIA
95
Goodwin Investment Advisory
Georgia
$76K 2,669 +2,669 New
MAM
96
Meeder Asset Management
Ohio
$72K 2,535
GWM
97
Geneos Wealth Management
Colorado
$65K 41,548 +40,220 +3,029%
SFS
98
Sowell Financial Services
Arkansas
$57K 2,001 +7 +0.4%
JFA
99
JNBA Financial Advisors
Minnesota
$56K 1,972 +1,972 New
ACA
100
Aptus Capital Advisors
Alabama
$32K 1,140