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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

170 hedge funds and large institutions have $644M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
97
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
Jane Street
2
Jane Street
New York
$19.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.7M
4
OMC
4
Old Mission Capital
Illinois
$5.26M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$22.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.2M
2
Ameriprise
2
Ameriprise
Minnesota
$223M
3
OWA
3
One Wealth Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$6.2M
5
BCM
5
Brookstone Capital Management
Illinois
$4.12M
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
101
Boston Financial Management
Massachusetts
$293K 13,449 +1,127 +9%
BRWA
102
B. Riley Wealth Advisors
Florida
$287K 13,147 +1,153 +10%
LA
103
LexAurum Advisors
Kansas
$280K 12,865 +3,137 +32%
MNG
104
Manning & Napier Group
New York
– – – –
SPIA
105
Steward Partners Investment Advisory
New York
$274K 12,576 +4,590 +57%
SWG
106
Summit Wealth Group
Vermont
$261K 11,996 +3,108 +35%
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$260K 11,935 – –
WA
108
Wealth Alliance
New York
$259K 11,893 -233 -2%
CPP
109
Capasso Planning Partners
South Carolina
$258K 11,823 +1,174 +11%
GW
110
GW & Wade
Massachusetts
$256K 11,764 +1,088 +10%
AAS
111
Ameritas Advisory Services
Nebraska
$251K 11,510 +173 +2%
VWM
112
Venturi Wealth Management
Texas
$245K 11,250 +11,250 New
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$243K 11,177 +1,035 +10%
MSWMA
114
Market Street Wealth Management Advisors
Indiana
$241K 11,056 +11,056 New
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$235K 10,797 +214 +2%
MA
116
Mutual Advisors
Nebraska
$233K 10,710 +1,020 +11%
WBG
117
Wharton Business Group
Pennsylvania
$229K 10,540 +10,540 New
OPS
118
Orion Portfolio Solutions
Nebraska
$226K 10,369 +10,369 New
GIA
119
Goodwin Investment Advisory
Georgia
$220K 10,088 +2,623 +35%
EPP
120
ETF Portfolio Partners
Kansas
$219K 10,050 -7 -0.1%
AWM
121
Aprio Wealth Management
Georgia
$215K 9,870 +9,870 New
BFA
122
Bragg Financial Advisors
North Carolina
$214K 9,825 +150 +2%
SI
123
SimpliFi Inc
California
$213K 9,789 +70 +0.7%
SWA
124
Stratos Wealth Advisors
Ohio
$206K 9,474 +9,474 New
AAS
125
Avantax Advisory Services
Texas
$203K 9,319 +9,319 New
3 4
5
6 7