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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M
3
B
3
Barings
North Carolina
$13.1M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$55.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$50.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$201M
2
SC
2
Savant Capital
Illinois
$7.13M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.2M
4
BlackRock
4
BlackRock
New York
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PR
101
Payden & Rygel
California
$714K 30,697 – –
MPW
102
MA Private Wealth
California
$705K 30,279 +30,279 New
WIA
103
World Investment Advisors
California
$700K 30,071 +5,108 +20%
WCWM
104
Willow Creek Wealth Management
California
$685K 29,434 +23 +0.1%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$676K 29,069 +590 +2%
PA
106
Procyon Advisors
Connecticut
$673K 28,939 +3,574 +14%
WA
107
Wealth Alliance
New York
$673K 28,919 +13,009 +82%
PWMG
108
Private Wealth Management Group
New Jersey
$653K 28,056 +28,056 New
HHGA
109
Halbert Hargrove Global Advisors
California
$649K 27,904 +234 +0.8%
OWMIAS
110
One Wealth Management Investment & Advisory Services
Florida
$638K 27,417 +27,417 New
PA
111
PFG Advisors
Arizona
$607K 26,087 -525 -2%
SYBT
112
Stock Yards Bank & Trust
Kentucky
$604K 25,945 +7,075 +37%
BFG
113
Beacon Financial Group
Texas
$597K 25,634 +25,634 New
AAS
114
Avantax Advisory Services
Texas
$561K 24,114 +2,188 +10%
HighTower Advisors
115
HighTower Advisors
Illinois
$558K 24,033 +7,099 +42%
LFG
116
Larson Financial Group
Missouri
$543K 23,354 -198 -0.8%
NCM
117
Neumann Capital Management
California
$542K 23,295 +2,000 +9%
FFA
118
Farther Finance Advisors
California
$515K 22,117 +11,037 +100%
LNC
119
Lincoln National Corp
Pennsylvania
$506K 21,764 -9,131 -30%
WT
120
Whittier Trust
California
$486K 20,866 +366 +2%
RIS
121
Retirement Income Solutions
Michigan
$484K 20,818 – –
WFA
122
Wells Financial Advisors
Massachusetts
$478K 20,535 +11,600 +130%
LIA
123
LifePlan Investment Advisors
North Carolina
$475K 20,419 +3,921 +24%
CIBC World Market
124
CIBC World Market
Ontario, Canada
$465K 20,000 – –
VWM
125
Venturi Wealth Management
Texas
$463K 19,896 +3,491 +21%
3 4
5
6 7