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iShares ESG Aware USD Corporate Bond ETF

155 hedge funds and large institutions have $621M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $566M → $621M (+$55M)

1% more funds holding

Funds holding: 154155 (+1)

0.44% more ownership

Funds ownership: 66.95%67.39% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
74
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$458K +$83.4K +3,518 +22%
PA
77
Procyon Advisors
Connecticut
$430K -$17K -718 -4%
PC
78
Pecaut & Co
Iowa
$419K -$505K -21,309 -54%
FAFN
79
First Affirmative Financial Network
Colorado
$408K +$3.27K +138 +0.8%
MNG
80
Manning & Napier Group
New York
$406K
William Blair & Company
81
William Blair & Company
Illinois
$383K +$830 +35 +0.2%
APW
82
Austin Private Wealth
Texas
$379K +$79.9K +3,373 +26%
LFG
83
Larson Financial Group
Missouri
$363K +$45.1K +1,903 +14%
EVM
84
Eaton Vance Management
Massachusetts
$355K -$25K -1,055 -6%
IWC
85
Integrated Wealth Concepts
Massachusetts
$355K +$363K +15,323 New
KPWS
86
Kestra Private Wealth Services
Texas
$352K -$5.35M -225,540 -94%
PWM
87
Perigon Wealth Management
California
$347K -$709K -29,931 -67%
BAM
88
Baldrige Asset Management
Pennsylvania
$331K -$73.4K -3,099 -18%
SWM
89
SigFig Wealth Management
California
$323K +$200K +8,432 +57%
AssetMark Inc
90
AssetMark Inc
California
$322K +$329K +13,902 New
VHAM
91
Van Hulzen Asset Management
California
$319K +$498 +21 +0.2%
PFM
92
Peak Financial Management
Massachusetts
$302K +$356 +15 +0.1%
SWM
93
Sugarloaf Wealth Management
Georgia
$292K
T
94
TCWP
Ohio
$292K +$83.1K +3,506 +38%
MAM
95
Meeder Asset Management
Ohio
$285K +$12.4K +522 +4%
BFM
96
Boston Financial Management
Massachusetts
$285K +$292K +12,322 New
FT
97
Fiduciary Trust
Massachusetts
$281K
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$281K +$60.2K +2,538 +26%
WA
99
Wealth Alliance
New York
$281K +$287K +12,126 New
APA
100
Astoria Portfolio Advisors
New York
$278K -$7.16K -302 -2%