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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

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.

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.62%
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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$96.3M
3
EB
3
Eastern Bank
Massachusetts
$3.71M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$21.1M
5
OWA
5
One Wealth Advisors
California
$4.08M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$352K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.2M
3
5L
3
55I LLC
Massachusetts
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.01M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$458K 19,796 +3,518 +22%
PA
77
Procyon Advisors
Connecticut
$430K 18,570 -718 -4%
PC
78
Pecaut & Co
Iowa
$419K 18,120 -21,309 -54%
FAFN
79
First Affirmative Financial Network
Colorado
$408K 17,627 +138 +0.8%
MNG
80
Manning & Napier Group
New York
– – – –
William Blair & Company
81
William Blair & Company
Illinois
$383K 16,538 +35 +0.2%
APW
82
Austin Private Wealth
Texas
$379K 16,356 +3,373 +26%
LFG
83
Larson Financial Group
Missouri
$363K 15,694 +1,903 +14%
EVM
84
Eaton Vance Management
Massachusetts
$355K 15,341 -1,055 -6%
IWC
85
Integrated Wealth Concepts
Massachusetts
$355K 15,323 +15,323 New
KPWS
86
Kestra Private Wealth Services
Texas
$352K 15,199 -225,540 -94%
PWM
87
Perigon Wealth Management
California
$347K 15,008 -29,931 -67%
BAM
88
Baldrige Asset Management
Pennsylvania
$331K 14,290 -3,099 -18%
SWM
89
SigFig Wealth Management
California
$323K 23,143 +8,432 +57%
AssetMark Inc
90
AssetMark Inc
California
$322K 13,902 +13,902 New
VHAM
91
Van Hulzen Asset Management
California
$319K 13,759 +21 +0.2%
PFM
92
Peak Financial Management
Massachusetts
$302K 13,045 +15 +0.1%
SWM
93
Sugarloaf Wealth Management
Georgia
$292K 12,609 – –
T
94
TCWP
Ohio
$292K 12,629 +3,506 +38%
MAM
95
Meeder Asset Management
Ohio
$285K 12,308 +522 +4%
BFM
96
Boston Financial Management
Massachusetts
$285K 12,322 +12,322 New
FT
97
Fiduciary Trust
Massachusetts
$281K 12,128 – –
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$281K 12,129 +2,538 +26%
WA
99
Wealth Alliance
New York
$281K 12,126 +12,126 New
APA
100
Astoria Portfolio Advisors
New York
$278K 12,008 -302 -2%
2 3
4
5 6