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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

182 hedge funds and large institutions have $573M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% 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
31
Increased
72
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.14M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.09M
3
OWA
3
One Wealth Advisors
California
$2.52M
4
ASN
4
Advisory Services Network
Georgia
$2.28M
5
CAN
5
Cetera Advisor Networks
California
$2.38M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$153M
2
Jane Street
2
Jane Street
New York
$3.52M
3
Citadel Advisors
3
Citadel Advisors
Florida
$692K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$38.7M
5
OMC
5
Old Mission Capital
Illinois
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
MFGM
101
Marshall Financial Group (Maryland)
Maryland
$351K 15,753 -4,966 -24%
OMC
102
Old Mission Capital
Illinois
$340K 15,239 -226,063 -94%
SPIA
103
Steward Partners Investment Advisory
New York
$318K 14,260 +1,684 +13%
LA
104
LexAurum Advisors
Kansas
$317K 14,202 +1,337 +10%
BFM
105
Boston Financial Management
Massachusetts
$304K 13,634 +185 +1%
BRWA
106
B. Riley Wealth Advisors
Florida
$293K 13,155 +8 +0.1%
FT
107
Fiduciary Trust
Massachusetts
$293K 13,148 -545 -4%
MLA
108
My Legacy Advisors
Oregon
$290K 12,492 +12,492 New
BAM
109
Baldrige Asset Management
Pennsylvania
$287K 12,883 -1,260 -9%
SWA
110
Stratos Wealth Advisors
Ohio
$286K 12,835 +3,361 +35%
PFM
111
Peak Financial Management
Massachusetts
$285K 12,794 -2,372 -16%
WBG
112
Wharton Business Group
Pennsylvania
$284K 12,725 +2,185 +21%
MNG
113
Manning & Napier Group
New York
– – – –
WCFA
114
Walkner Condon Financial Advisors
Wisconsin
$264K 11,831 +654 +6%
VWM
115
Venturi Wealth Management
Texas
$262K 11,753 +503 +4%
VHAM
116
Van Hulzen Asset Management
California
$262K 11,758 -1,950 -14%
PJSIMP
117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$258K 11,586 +11,586 New
CPP
118
Capasso Planning Partners
South Carolina
$255K 11,434 -389 -3%
FLA
119
Financial Life Advisors
Texas
$242K 10,848 +10,848 New
T
120
TCWP
Ohio
$242K 10,841 -4,095 -27%
WA
121
Wealth Alliance
New York
$234K 10,488 -1,405 -12%
CS
122
Comerica Securities
Michigan
$226K 10,144 +10,144 New
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$225K 10,109 +10,109 New
EPP
124
ETF Portfolio Partners
Kansas
$224K 10,067 +17 +0.2%
FAFN
125
First Affirmative Financial Network
Colorado
$224K 10,046 -3,401 -25%
3 4
5
6 7