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iShares ESG Aware USD Corporate Bond ETF

196 hedge funds and large institutions have $746M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
196
Holders Change
+14
Holders Change %
+7.69%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
107
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
101
Whittier Trust
California
$472K -$53K -2,302 -10%
CIBC World Market
102
CIBC World Market
Ontario, Canada
$460K
T
103
TCWP
Ohio
$459K +$209K +9,088 +84%
MOS
104
MGO One Seven
Ohio
$459K +$459K +19,929 New
CFD
105
Creative Financial Designs
Indiana
$426K +$247K +10,741 +138%
AAS
106
Avantax Advisory Services
Texas
$417K +$206K +8,961 +98%
PC
107
Pecaut & Co
Iowa
$415K
BRWA
108
B. Riley Wealth Advisors
Florida
$406K +$103K +4,467 +34%
SVWAG
109
Sound View Wealth Advisors Group
Georgia
$404K -$9.87K -429 -2%
OPS
110
Orion Portfolio Solutions
Nebraska
$403K +$180K +7,807 +80%
BCI
111
Brinker Capital Investments
Pennsylvania
$403K +$403K +17,529 New
IA
112
IFP Advisors
Florida
$403K -$407K -16,807 -50%
CS
113
Comerica Securities
Michigan
$400K +$167K +7,249 +71%
WA
114
Wealth Alliance
New York
$399K +$157K +6,829 +65%
MFGM
115
Marshall Financial Group (Maryland)
Maryland
$383K +$20.4K +885 +6%
RIS
116
Retirement Income Solutions
Michigan
$379K +$379K +16,488 New
KFSC
117
Keystone Financial Services (Colorado)
Colorado
$374K -$181K -7,873 -33%
NA
118
Nottingham Advisors
New York
$369K +$369K +16,024 New
LNC
119
Lincoln National Corp
Pennsylvania
$366K +$366K +15,892 New
KPWS
120
Kestra Private Wealth Services
Texas
$361K +$361K +15,667 New
William Blair & Company
121
William Blair & Company
Illinois
$357K -$7.18K -312 -2%
Corient Private Wealth
122
Corient Private Wealth
Florida
$349K +$349K +15,177 New
FFN
123
Focus Financial Network
Minnesota
$333K +$333K +14,479 New
LA
124
LexAurum Advisors
Kansas
$323K -$3.73K -162 -1%
WCFA
125
Walkner Condon Financial Advisors
Wisconsin
$318K +$45.5K +1,977 +17%