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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

202 hedge funds and large institutions have $797M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
97
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$22.4M
2
Jane Street
2
Jane Street
New York
$12M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$33.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M
5
BlackRock
5
BlackRock
New York
$16.3M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$101K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.93M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$48.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RIS
101
Retirement Income Solutions
Michigan
$473K 20,818 +4,330 +26%
WT
102
Whittier Trust
California
$466K 20,500 – –
LFA
103
Level Financial Advisors
New York
$466K 20,481 -5,251 -20%
FWM
104
Fingerlakes Wealth Management
New York
$461K 20,252 -516 -2%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$455K 20,000 – –
WA
106
Wealth Alliance
New York
$436K 19,182 +1,865 +11%
BCI
107
Brinker Capital Investments
Pennsylvania
$418K 18,385 +856 +5%
OPS
108
Orion Portfolio Solutions
Nebraska
$418K 18,385 +856 +5%
CS
109
Comerica Securities
Michigan
$413K 18,171 +778 +4%
NA
110
Nottingham Advisors
New York
$404K 17,779 +1,755 +11%
SVWAG
111
Sound View Wealth Advisors Group
Georgia
$400K 17,570 +4 +0%
SB
112
Strategic Blueprint
Georgia
$399K 17,555 -5,312 -23%
MFGM
113
Marshall Financial Group (Maryland)
Maryland
$397K 17,438 +800 +5%
LIA
114
LifePlan Investment Advisors
North Carolina
$391K 17,203 +17,203 New
LA
115
LexAurum Advisors
Kansas
$385K 16,926 +2,886 +21%
BRWA
116
B. Riley Wealth Advisors
Florida
$372K 16,370 -1,252 -7%
Corient Private Wealth
117
Corient Private Wealth
Florida
$371K 16,310 +1,133 +7%
KFSC
118
Keystone Financial Services (Colorado)
Colorado
$370K 16,270 – –
William Blair & Company
119
William Blair & Company
Illinois
$354K 15,558 +60 +0.4%
MA
120
MONECO Advisors
Connecticut
$342K 15,018 -5,642 -27%
PFM
121
Peak Financial Management
Massachusetts
$341K 15,015 +2,246 +18%
KPWS
122
Kestra Private Wealth Services
Texas
$341K 15,010 -657 -4%
MWM
123
Modera Wealth Management
New Jersey
$341K 14,976 +14,976 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$338K 14,848 +14,848 New
OMC
125
Old Mission Capital
Illinois
$326K 14,337 +14,337 New
3 4
5
6 7