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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

182 hedge funds and large institutions have $573M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
72
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.14M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.09M
3
OWA
3
One Wealth Advisors
California
$2.52M
4
ASN
4
Advisory Services Network
Georgia
$2.28M
5
CAN
5
Cetera Advisor Networks
California
$2.38M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$153M
2
Jane Street
2
Jane Street
New York
$3.52M
3
Citadel Advisors
3
Citadel Advisors
Florida
$692K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$38.7M
5
OMC
5
Old Mission Capital
Illinois
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
KFSC
76
Keystone Financial Services (Colorado)
Colorado
$562K 24,143 +24,143 New
WCWM
77
Willow Creek Wealth Management
California
$546K 24,470 +24,470 New
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$525K 23,533 +1,350 +6%
PA
79
Procyon Advisors
Connecticut
$517K 23,176 +5,390 +30%
CCA
80
Cobblestone Capital Advisors
New York
$516K 23,132 -2,048 -8%
JFA
81
JNBA Financial Advisors
Minnesota
$514K 23,035 -728 -3%
WT
82
Whittier Trust
California
$508K 22,802 +1,341 +6%
CA
83
Cetera Advisors
Colorado
$498K 22,313 +22,313 New
RG
84
Rathbones Group
United Kingdom
$495K 22,200 – –
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$494K 22,145 +449 +2%
HPM
86
Hoxton Planning & Management
West Virginia
$493K 22,102 +22,102 New
LFG
87
Larson Financial Group
Missouri
$491K 22,042 +2,024 +10%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$477K 21,379 +1,481 +7%
APW
89
Austin Private Wealth
Texas
$471K 21,110 -674 -3%
NCM
90
Neumann Capital Management
California
$459K 20,595 +370 +2%
RWP
91
RWA Wealth Partners
Massachusetts
$457K 19,826 +4,842 +32%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$446K 20,000 – –
SWG
93
Summit Wealth Group
Vermont
$424K 19,015 +7,019 +59%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$419K 18,780 +2,944 +19%
SVWAG
95
Sound View Wealth Advisors Group
Georgia
$419K 17,995 +6,060 +51%
SWM
96
SigFig Wealth Management
California
$405K 33,612 +2,406 +8%
PC
97
Pecaut & Co
Iowa
$402K 18,022 -98 -0.5%
COCM
98
Charter Oak Capital Management
New Hampshire
$367K 16,469 +585 +4%
TWP
99
Tempus Wealth Planning
California
$359K 16,122 -23,271 -59%
William Blair & Company
100
William Blair & Company
Illinois
$353K 15,810 -771 -5%
2 3
4
5 6