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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

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.

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.62%
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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$96.3M
3
EB
3
Eastern Bank
Massachusetts
$3.71M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$21.1M
5
OWA
5
One Wealth Advisors
California
$4.08M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$352K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.2M
3
5L
3
55I LLC
Massachusetts
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.01M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$278K 11,994 +3,310 +38%
SVWAG
102
Sound View Wealth Advisors Group
Georgia
$276K 11,935 – –
Bank of New York Mellon
103
Bank of New York Mellon
New York
$271K 11,730 +11,730 New
AAS
104
Ameritas Advisory Services
Nebraska
$262K 11,337 +1,272 +13%
CAN
105
Cetera Advisor Networks
California
$248K 10,711 +10,711 New
CPP
106
Capasso Planning Partners
South Carolina
$247K 10,649 -3,234 -23%
GW
107
GW & Wade
Massachusetts
$247K 10,676 -1,243 -10%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$245K 10,583 -7,353 -41%
KFSC
109
Keystone Financial Services (Colorado)
Colorado
$237K 10,009 +10,009 New
WCFA
110
Walkner Condon Financial Advisors
Wisconsin
$235K 10,142 -11,756 -54%
EPP
111
ETF Portfolio Partners
Kansas
$233K 10,057 +8 +0.1%
BAM
112
Belpointe Asset Management
Nevada
$228K 9,848 +491 +5%
LA
113
LexAurum Advisors
Kansas
$225K 9,728 +25 +0.3%
SI
114
SimpliFi Inc
California
$225K 9,719 +301 +3%
BFA
115
Bragg Financial Advisors
North Carolina
$224K 9,675 – –
MA
116
Mutual Advisors
Nebraska
$224K 9,690 +9,690 New
SWG
117
Summit Wealth Group
Vermont
$206K 8,888 -386 -4%
SPIA
118
Steward Partners Investment Advisory
New York
$185K 7,986 +1,297 +19%
HI
119
Harbour Investments
Wisconsin
$173K 7,469 +7,469 New
GIA
120
Goodwin Investment Advisory
Georgia
$173K 7,465 +2,487 +50%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$158K 6,810 -129 -2%
SWM
122
Selective Wealth Management
Virginia
$151K 6,502 +2,084 +47%
CFD
123
Creative Financial Designs
Indiana
$136K 5,873 -141 -2%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$108K 4,685 -1,689 -26%
OLVIG
125
Oliver Lagore Vanvalin Investment Group
Michigan
$103K 4,470 +869 +24%
3 4
5
6 7