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iShares ESG Aware USD Corporate Bond ETF

196 hedge funds and large institutions have $746M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
196
Holders Change
+14
Holders Change %
+7.69%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
107
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
76
Ameritas Investment Partners
Nebraska
$731K -$783 -34 -0.1%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$717K +$225K +9,780 +46%
PR
78
Payden & Rygel
California
$706K
TC
79
Trilogy Capital
California
$702K +$20.6K +895 +3%
APW
80
Austin Private Wealth
Texas
$691K +$205K +8,921 +42%
CCA
81
Cobblestone Capital Advisors
New York
$683K +$151K +6,548 +28%
WCWM
82
Willow Creek Wealth Management
California
$683K +$120K +5,210 +21%
SWA
83
Stratos Wealth Advisors
Ohio
$677K +$382K +16,600 +129%
RJA
84
Raymond James & Associates
Florida
$666K +$2.88K +125 +0.4%
PJSIMP
85
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K +$398K +17,354 +150%
SPIA
86
Steward Partners Investment Advisory
New York
$659K +$331K +14,372 +101%
WIA
87
World Investment Advisors
California
$615K +$396K +17,221 +181%
JFA
88
JNBA Financial Advisors
Minnesota
$608K +$77.8K +3,379 +15%
COCM
89
Charter Oak Capital Management
New Hampshire
$602K +$223K +9,672 +59%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$595K +$53.5K +2,324 +10%
LFA
91
Level Financial Advisors
New York
$592K -$130K -5,627 -18%
PA
92
Procyon Advisors
Connecticut
$537K +$4.01K +174 +0.8%
RWP
93
RWA Wealth Partners
Massachusetts
$533K +$76.3K +3,314 +17%
SB
94
Strategic Blueprint
Georgia
$526K +$526K +22,867 New
RG
95
Rathbones Group
United Kingdom
$511K
OIA
96
OneDigital Investment Advisors
Kansas
$504K +$504K +21,895 New
LFG
97
Larson Financial Group
Missouri
$498K -$9.09K -395 -2%
NCM
98
Neumann Capital Management
California
$490K +$16.1K +700 +3%
FWM
99
Fingerlakes Wealth Management
New York
$478K -$142K -6,167 -23%
MA
100
MONECO Advisors
Connecticut
$475K +$475K +20,660 New