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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$221M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$45.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$42M
4
LPL Financial
4
LPL Financial
California
$19.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$128M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$32.9M
3
Jane Street
3
Jane Street
New York
$2.23M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$853K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
Procyon Advisors
Connecticut
$552K 25,365 +207 +0.8%
WIA
102
World Investment Advisors
California
$543K 24,963 -835 -3%
LFG
103
Larson Financial Group
Missouri
$512K 23,552 +1,200 +5%
T
104
TCWP
Ohio
$500K 22,988 -2,198 -9%
SWA
105
Stratos Wealth Advisors
Ohio
$488K 22,437 -8,190 -27%
AAS
106
Avantax Advisory Services
Texas
$477K 21,926 -945 -4%
RWP
107
RWA Wealth Partners
Massachusetts
$477K 21,904 -480 -2%
MA
108
MONECO Advisors
Connecticut
$463K 21,300 +6,282 +42%
NCM
109
Neumann Capital Management
California
$463K 21,295 – –
RIS
110
Retirement Income Solutions
Michigan
$453K 20,818 – –
WT
111
Whittier Trust
California
$446K 20,500 – –
CIBC World Market
112
CIBC World Market
Ontario, Canada
$435K 20,000 – –
SYBT
113
Stock Yards Bank & Trust
Kentucky
$411K 18,870 +18,870 New
FWM
114
Fingerlakes Wealth Management
New York
$399K 18,342 -1,910 -9%
SVWAG
115
Sound View Wealth Advisors Group
Georgia
$382K 17,574 +4 +0%
LA
116
LexAurum Advisors
Kansas
$381K 17,524 +598 +4%
MFGM
117
Marshall Financial Group (Maryland)
Maryland
$378K 17,371 -67 -0.4%
NA
118
Nottingham Advisors
New York
$371K 17,027 -752 -4%
HighTower Advisors
119
HighTower Advisors
Illinois
$367K 16,934 +16,934 New
LFA
120
Level Financial Advisors
New York
$360K 16,552 -3,929 -19%
KFSC
121
Keystone Financial Services (Colorado)
Colorado
$360K 16,542 +272 +2%
LIA
122
LifePlan Investment Advisors
North Carolina
$359K 16,498 -705 -4%
VWM
123
Venturi Wealth Management
Texas
$357K 16,405 -9,706 -37%
CS
124
Comerica Securities
Michigan
$356K 16,357 -1,814 -10%
Corient Private Wealth
125
Corient Private Wealth
Florida
$349K 16,026 -284 -2%
3 4
5
6 7