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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

132 hedge funds and large institutions have $551M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 17 closing their positions.

Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
32
Increased
72
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$36.9M
2
Ameriprise
2
Ameriprise
Minnesota
$229M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$72.9M
4
Jane Street
4
Jane Street
New York
$5.49M
5
KPWS
5
Kestra Private Wealth Services
Texas
$4.88M

Top Sellers

1
BlackRock
1
BlackRock
New York
$22.1M
2
FI
2
FormulaFolio Investments
Michigan
$0
3
PG
3
Pendal Group
Australia
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.13M
5
Bank of America
5
Bank of America
North Carolina
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$286K -$48K -1,779 -14%
LFG
77
Larson Financial Group
Missouri
$275K +$273K +10,124 +15,110%
SPIA
78
Steward Partners Investment Advisory
New York
$263K +$29.6K +1,100 +13%
MFGM
79
Marshall Financial Group (Maryland)
Maryland
$259K +$23K +855 +10%
FLA
80
Financial Life Advisors
Texas
$256K – – –
HI
81
Harbour Investments
Wisconsin
$253K +$253K +9,384 New
ASN
82
Advisory Services Network
Georgia
$250K -$68.3K -2,528 -21%
EVM
83
Eaton Vance Management
Massachusetts
$250K +$12.4K +462 +5%
GW
84
GW & Wade
Massachusetts
$250K +$42.7K +1,583 +21%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$249K +$249K +9,252 New
CA
86
CGN Advisors
Kansas
$246K -$99.1K -3,673 -29%
CFD
87
Creative Financial Designs
Indiana
$245K +$63.1K +2,339 +35%
FP
88
Fiduciary Planning
Florida
$244K +$3.31K +123 +1%
EWA
89
ERTS Wealth Advisors
Michigan
$242K -$3.26K -121 -1%
SI
90
SimpliFi Inc
California
$241K +$754 +28 +0.3%
DJSG
91
D.J. St. Germain
Massachusetts
$233K -$385K -14,288 -62%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$226K +$226K +8,383 New
BAM
93
Baldrige Asset Management
Pennsylvania
$226K +$226K +8,388 New
PWM
94
Prentice Wealth Management
New York
$225K +$225K +8,364 New
SPAS
95
Spectrum Planning & Advisory Services
California
$209K -$2.83K -105 -1%
CCG
96
Capital CS Group
California
$206K +$206K +7,631 New
KCA
97
Karn Couzens & Associates
Connecticut
$206K +$206K +7,662 New
Morgan Stanley
98
Morgan Stanley
New York
$147K +$69.5K +2,580 +90%
COCM
99
Charter Oak Capital Management
New Hampshire
$119K – – –
HWMA
100
Heritage Wealth Management (Arizona)
Arizona
$108K +$108K +4,018 New
2 3
4
5 6