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iShares ESG Aware USD Corporate Bond ETF

155 hedge funds and large institutions have $621M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $566M → $621M (+$55M)

1% more funds holding

Funds holding: 154155 (+1)

0.44% more ownership

Funds ownership: 66.95%67.39% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
74
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$278K +$78.4K +3,310 +38%
SVWAG
102
Sound View Wealth Advisors Group
Georgia
$276K
Bank of New York Mellon
103
Bank of New York Mellon
New York
$271K +$278K +11,730 New
AAS
104
Ameritas Advisory Services
Nebraska
$262K +$30.1K +1,272 +13%
CAN
105
Cetera Advisor Networks
California
$248K +$254K +10,711 New
CPP
106
Capasso Planning Partners
South Carolina
$247K -$76.6K -3,234 -23%
GW
107
GW & Wade
Massachusetts
$247K -$29.5K -1,243 -10%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$245K -$174K -7,353 -41%
KFSC
109
Keystone Financial Services (Colorado)
Colorado
$237K +$237K +10,009 New
WCFA
110
Walkner Condon Financial Advisors
Wisconsin
$235K -$279K -11,756 -54%
EPP
111
ETF Portfolio Partners
Kansas
$233K +$190 +8 +0.1%
BAM
112
Belpointe Asset Management
Nevada
$228K +$11.6K +491 +5%
LA
113
LexAurum Advisors
Kansas
$225K +$593 +25 +0.3%
SI
114
SimpliFi Inc
California
$225K +$7.13K +301 +3%
BFA
115
Bragg Financial Advisors
North Carolina
$224K
MA
116
Mutual Advisors
Nebraska
$224K +$230K +9,690 New
SWG
117
Summit Wealth Group
Vermont
$206K -$9.15K -386 -4%
SPIA
118
Steward Partners Investment Advisory
New York
$185K +$30.7K +1,297 +19%
HI
119
Harbour Investments
Wisconsin
$173K +$177K +7,469 New
GIA
120
Goodwin Investment Advisory
Georgia
$173K +$58.9K +2,487 +50%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$158K -$3.06K -129 -2%
SWM
122
Selective Wealth Management
Virginia
$151K +$49.4K +2,084 +47%
CFD
123
Creative Financial Designs
Indiana
$136K -$3.34K -141 -2%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$108K -$40K -1,689 -26%
OLVIG
125
Oliver Lagore Vanvalin Investment Group
Michigan
$103K +$20.6K +869 +24%