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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

202 hedge funds and large institutions have $797M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
97
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$22.4M
2
Jane Street
2
Jane Street
New York
$12M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$33.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M
5
BlackRock
5
BlackRock
New York
$16.3M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$101K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.93M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$48.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
76
McKinley Carter Wealth Services
West Virginia
$792K 34,810 -14 -0%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$757K 33,275 +2,116 +7%
AWM
78
Aprio Wealth Management
Georgia
$755K 33,214 +1,201 +4%
TC
79
Trilogy Capital
California
$730K 32,120 +1,599 +5%
CCA
80
Cobblestone Capital Advisors
New York
$730K 32,097 +2,417 +8%
SPIA
81
Steward Partners Investment Advisory
New York
$728K 31,998 +3,366 +12%
AIP
82
Ameritas Investment Partners
Nebraska
$727K 31,967 +227 +0.7%
PR
83
Payden & Rygel
California
$698K 30,697 – –
SWA
84
Stratos Wealth Advisors
Ohio
$696K 30,627 +1,192 +4%
JFA
85
JNBA Financial Advisors
Minnesota
$674K 29,646 +3,232 +12%
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$653K 28,736 +2,879 +11%
COCM
87
Charter Oak Capital Management
New Hampshire
$646K 28,388 +2,247 +9%
WCWM
88
Willow Creek Wealth Management
California
$630K 27,686 -1,994 -7%
LNC
89
Lincoln National Corp
Pennsylvania
$625K 27,495 +11,603 +73%
RJA
90
Raymond James & Associates
Florida
$619K 27,204 -1,739 -6%
OIA
91
OneDigital Investment Advisors
Kansas
$613K 26,943 +5,048 +23%
VWM
92
Venturi Wealth Management
Texas
$594K 26,111 -6,306 -19%
WIA
93
World Investment Advisors
California
$587K 25,798 -912 -3%
T
94
TCWP
Ohio
$573K 25,186 +5,257 +26%
PA
95
Procyon Advisors
Connecticut
$572K 25,158 +1,808 +8%
AAS
96
Avantax Advisory Services
Texas
$520K 22,871 +4,738 +26%
RWP
97
RWA Wealth Partners
Massachusetts
$509K 22,384 -756 -3%
LFG
98
Larson Financial Group
Missouri
$508K 22,352 +705 +3%
RG
99
Rathbones Group
United Kingdom
$505K 22,200 – –
NCM
100
Neumann Capital Management
California
$484K 21,295 – –
2 3
4
5 6