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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 $558M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 16 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
69
Reduced
21
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$51.8M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$15.5M
3
I
3
IMPACTfolio
Colorado
$7.37M
4
SAM
4
Synergy Asset Management
Washington
$6.6M
5
Creative Planning
5
Creative Planning
Kansas
$10.5M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.97M
2
BlackRock
2
BlackRock
New York
$20M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.85M
4
PSUF
4
People's United Financial
Connecticut
$2.91M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$113K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Procyon Advisors
Connecticut
$475K 17,388 +6,172 +55%
NYLIM
77
New York Life Investment Management
New York
$474K 17,359 +641 +4%
EVM
78
Eaton Vance Management
Massachusetts
$458K 16,776 +270 +2%
EWM
79
Empirical Wealth Management
Washington
$450K 16,480 +4,376 +36%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$431K 15,793 -89 -0.6%
HIF
81
Hill Island Financial
Michigan
$417K 15,297 +15,297 New
BAM
82
Baldrige Asset Management
Pennsylvania
$405K 14,824 +4,093 +38%
MNG
83
Manning & Napier Group
New York
– – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$368K 16,473 +2,788 +20%
CPP
85
Capasso Planning Partners
South Carolina
$358K 13,128 +13,128 New
LIG
86
Lokken Investment Group
Delaware
$355K 13,015 +373 +3%
FT
87
Fiduciary Trust
Massachusetts
$350K 12,838 -181 -1%
MFGM
88
Marshall Financial Group (Maryland)
Maryland
$349K 12,797 +914 +8%
LFG
89
Larson Financial Group
Missouri
$346K 12,661 +478 +4%
SWM
90
Sugarloaf Wealth Management
Georgia
$344K 12,609 – –
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$334K 12,256 +2,994 +32%
PG
92
Proffitt & Goodson
Tennessee
$327K 11,978 -9,021 -43%
SVWAG
93
Sound View Wealth Advisors Group
Georgia
$326K 11,935 +11,935 New
WCM
94
Windsor Capital Management
Arizona
$311K 11,422 +868 +8%
TI
95
tru Independence
Oregon
$305K 11,168 – –
BAM
96
Belpointe Asset Management
Nevada
$301K 11,029 +11,029 New
GSWM
97
Golden State Wealth Management
California
$299K 10,939 +10,939 New
HI
98
Harbour Investments
Wisconsin
$279K 10,230 +1,319 +15%
QCM
99
Quest Capital Management
Texas
$261K 9,555 – –
AAS
100
Ameritas Advisory Services
Nebraska
$260K 9,537 +9,537 New
2 3
4
5 6