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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$221M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$45.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$42M
4
LPL Financial
4
LPL Financial
California
$19.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$128M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$32.9M
3
Jane Street
3
Jane Street
New York
$2.23M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$853K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
PJSIMP
76
P.J. Schmidt Investment Management (PJS)
Wisconsin
$877K 41,527 +2,298 +6%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$853K 39,213 -95,163 -71%
CA
78
Cetera Advisors
Colorado
$837K 38,452 -382 -1%
GI
79
Gradient Investments
Minnesota
$821K 37,735 -1,795 -5%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$814K 37,392 +4,117 +12%
MCWS
81
McKinley Carter Wealth Services
West Virginia
$764K 35,105 +295 +0.8%
APW
82
Austin Private Wealth
Texas
$759K 34,859 -1,832 -5%
TC
83
Trilogy Capital
California
$758K 34,838 +2,718 +8%
NA
84
NewEdge Advisors
Louisiana
$752K 34,560 -13,282 -28%
SPIA
85
Steward Partners Investment Advisory
New York
$744K 34,206 +2,208 +7%
IWC
86
Integrated Wealth Concepts
Massachusetts
$737K 33,865 +19,017 +128%
TC
87
TownSquare Capital
Utah
$731K 33,571 +33,571 New
CCA
88
Cobblestone Capital Advisors
New York
$718K 32,981 +884 +3%
JFA
89
JNBA Financial Advisors
Minnesota
$688K 31,599 +1,953 +7%
AIP
90
Ameritas Investment Partners
Nebraska
$674K 30,993 -974 -3%
LNC
91
Lincoln National Corp
Pennsylvania
$672K 30,895 +3,400 +12%
PR
92
Payden & Rygel
California
$668K 30,697 – –
PRIG
93
Payden & Rygel Investment Group
California
$668K 30,697 +30,697 New
MIS
94
Morningstar Investment Services
Illinois
$640K 29,398 +29,398 New
WCWM
95
Willow Creek Wealth Management
California
$640K 29,411 +1,725 +6%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$620K 28,479 -257 -0.9%
HHGA
97
Halbert Hargrove Global Advisors
California
$602K 27,670 +27,670 New
RJA
98
Raymond James & Associates
Florida
$592K 27,203 -1 -0%
BRWA
99
B. Riley Wealth Advisors
Florida
$587K 26,977 +10,607 +65%
PA
100
PFG Advisors
Arizona
$579K 26,612 -18,312 -41%
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