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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
110
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$77.8M
3
Betterment LLC
3
Betterment LLC
New York
$30.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.9M
5
AF
5
Allworth Financial
California
$3.14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
B
2
Barings
North Carolina
$30M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.6M
4
MIS
4
Morningstar Investment Services
Illinois
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$57.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SAG
76
SageView Advisory Group
California
$1.15M 50,559 -119 -0.2%
VCM
77
Vision Capital Management
Oregon
$1.12M 49,368 +1,872 +4%
PWMG
78
Private Wealth Management Group
New Jersey
$1.11M 49,016 +785 +2%
B
79
Birchbrook
Maine
$1.09M 48,109 +1,361 +3%
DAS
80
Diversify Advisory Services
Utah
$1.09M 48,352 -14,967 -24%
FT
81
Fiduciary Trust
Massachusetts
$1.08M 47,722 +28,203 +144%
RCS
82
Retirement Capital Strategies
California
$1.05M 45,995 +45,995 New
RA
83
RFG Advisory
Alabama
$1.02M 44,911 +22,912 +104%
ACA
84
Affinity Capital Advisors
California
$1.01M 44,986 +9,183 +26%
HHGA
85
Halbert Hargrove Global Advisors
California
$992K 43,658 +1,191 +3%
APW
86
Austin Private Wealth
Texas
$937K 41,258 -4,836 -10%
GI
87
Gradient Investments
Minnesota
$914K 40,247 +1,745 +5%
EWM
88
Empirical Wealth Management
Washington
$905K 39,833 +4,434 +13%
MOS
89
MGO One Seven
Ohio
$890K 39,187 -4,098 -9%
WP
90
WealthShield Partners
North Carolina
$873K 38,406 -15,133 -28%
Truist Financial
91
Truist Financial
North Carolina
$863K 37,972 +39 +0.1%
GM
92
GeoWealth Management
Illinois
$859K 37,824 +36,429 +2,611%
TC
93
Trilogy Capital
California
$829K 36,476 -1,568 -4%
WIA
94
World Investment Advisors
California
$826K 36,358 -1,032 -3%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$820K 36,081 +36,081 New
AAS
96
Avantax Advisory Services
Texas
$815K 35,880 -4,382 -11%
PR
97
Payden & Rygel
California
$808K 35,557 – –
AIP
98
Ameritas Investment Partners
Nebraska
$794K 34,939 +1,414 +4%
AWM
99
Aprio Wealth Management
Georgia
$790K 34,755 +464 +1%
LIA
100
LifePlan Investment Advisors
North Carolina
$787K 34,656 +11,167 +48%
2 3
4
5 6