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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
133
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.8M
2
Betterment LLC
2
Betterment LLC
New York
$23.6M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$52.2M
4
LPL Financial
4
LPL Financial
California
$25.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.6M

Top Sellers

1
OWA
1
One Wealth Advisors
California
$0
2
BlackRock
2
BlackRock
New York
$4.96M
3
Ameriprise
3
Ameriprise
Minnesota
$44.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$20.6M
5
PBF
5
Petix & Botte Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
B
76
Birchbrook
Maine
$1.03M 45,137 +2,372 +6%
PWMG
77
Private Wealth Management Group
New Jersey
$1.02M 45,027 +2,877 +7%
UB
78
UMB Bank
Missouri
$979K 43,106 – –
VCM
79
Vision Capital Management
Oregon
$964K 42,412 +307 +0.7%
ACA
80
Aptus Capital Advisors
Alabama
$954K 42,007 +11 +0%
MOS
81
MGO One Seven
Ohio
$944K 41,560 -1,649 -4%
T
82
TCWP
Ohio
$944K 41,560 -1,648 -4%
TC
83
TownSquare Capital
Utah
$898K 39,530 +246 +0.6%
TC
84
Trilogy Capital
California
$876K 38,572 +2,187 +6%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$856K 37,675 +611 +2%
Truist Financial
86
Truist Financial
North Carolina
$856K 37,656 -474 -1%
WIA
87
World Investment Advisors
California
$850K 37,396 +1,851 +5%
AAS
88
Avantax Advisory Services
Texas
$837K 36,838 +5,400 +17%
EWM
89
Empirical Wealth Management
Washington
$829K 36,492 +3,328 +10%
GI
90
Gradient Investments
Minnesota
$826K 36,357 +896 +3%
PRIG
91
Payden & Rygel Investment Group
California
$808K 35,557 +4,860 +16%
PR
92
Payden & Rygel
California
$808K 35,557 +4,860 +16%
WA
93
Wealth Alliance
New York
$801K 35,243 +2,840 +9%
AWM
94
Aprio Wealth Management
Georgia
$778K 34,225 +10,117 +42%
HHGA
95
Halbert Hargrove Global Advisors
California
$776K 34,156 +3,523 +12%
EWA
96
EverSource Wealth Advisors
Alabama
$754K 32,528 +32,528 New
AIP
97
Ameritas Investment Partners
Nebraska
$752K 33,119 +979 +3%
CFG
98
Carr Financial Group
Massachusetts
$750K 33,030 +119 +0.4%
ACA
99
Affinity Capital Advisors
California
$744K 32,763 +10,591 +48%
WCWM
100
Willow Creek Wealth Management
California
$726K 31,972 +1,233 +4%
2 3
4
5 6