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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M
3
B
3
Barings
North Carolina
$13.1M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$55.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$50.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$201M
2
SC
2
Savant Capital
Illinois
$7.13M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.2M
4
BlackRock
4
BlackRock
New York
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$1.11M 47,632 +4,245 +10%
IWC
77
Integrated Wealth Concepts
Massachusetts
$1.1M 47,114 +13,249 +39%
COCM
78
Charter Oak Capital Management
New Hampshire
$1.09M 46,637 +4,795 +11%
AF
79
Allworth Financial
California
$1.08M 46,367 +39,124 +540%
SPIA
80
Steward Partners Investment Advisory
New York
$1.06M 45,495 +11,289 +33%
CA
81
Cetera Advisors
Colorado
$1.02M 44,046 +5,594 +15%
NP
82
NorthRock Partners
Minnesota
$1.02M 44,006 +44,006 New
AWM
83
AE Wealth Management
Kansas
$1.02M 44,249 +3,951 +10%
UB
84
UMB Bank
Missouri
$1M 43,106 – –
CFG
85
Carr Financial Group
Massachusetts
$999K 42,911 – –
VCM
86
Vision Capital Management
Oregon
$998K 42,867 -359 -0.8%
B
87
Birchbrook
Maine
$987K 42,433 +42,433 New
M&T Bank
88
M&T Bank
New York
$948K 40,727 -10,356 -20%
APW
89
Austin Private Wealth
Texas
$928K 39,891 +5,032 +14%
CCA
90
Cobblestone Capital Advisors
New York
$919K 39,512 +6,531 +20%
T
91
TCWP
Ohio
$876K 37,652 +14,664 +64%
MOS
92
MGO One Seven
Ohio
$876K 37,652 +37,652 New
JFA
93
JNBA Financial Advisors
Minnesota
$875K 37,621 +6,022 +19%
GI
94
Gradient Investments
Minnesota
$874K 37,545 -190 -0.5%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$864K 37,131 +2,026 +6%
SWA
96
Stratos Wealth Advisors
Ohio
$863K 37,087 +14,650 +65%
TC
97
Trilogy Capital
California
$852K 36,619 +1,781 +5%
EWM
98
Empirical Wealth Management
Washington
$771K 33,121 -12,693 -28%
TC
99
TownSquare Capital
Utah
$737K 31,686 -1,885 -6%
AIP
100
Ameritas Investment Partners
Nebraska
$728K 31,275 +282 +0.9%
2 3
4
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