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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
133
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.8M
2
Betterment LLC
2
Betterment LLC
New York
$23.6M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$52.2M
4
LPL Financial
4
LPL Financial
California
$25.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.6M

Top Sellers

1
OWA
1
One Wealth Advisors
California
$0
2
BlackRock
2
BlackRock
New York
$4.96M
3
Ameriprise
3
Ameriprise
Minnesota
$44.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$20.6M
5
PBF
5
Petix & Botte Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPW
101
MA Private Wealth
California
$688K 30,279 – –
OWMIAS
102
One Wealth Management Investment & Advisory Services
Florida
$685K 30,164 -1,491 -5%
M&T Bank
103
M&T Bank
New York
$680K 29,926 -4,562 -13%
JFA
104
JNBA Financial Advisors
Minnesota
$669K 29,424 -5,691 -16%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$649K 28,565 +1,475 +5%
HighTower Advisors
106
HighTower Advisors
Illinois
$629K 27,673 +3,746 +16%
KFSC
107
Keystone Financial Services (Colorado)
Colorado
$615K 27,056 +2,228 +9%
BRWA
108
B. Riley Wealth Advisors
Florida
$604K 26,593 -384 -1%
NCM
109
Neumann Capital Management
California
$600K 26,395 +2,400 +10%
SYBT
110
Stock Yards Bank & Trust
Kentucky
$589K 25,945 – –
MCWS
111
McKinley Carter Wealth Services
West Virginia
$588K 25,878 -244 -0.9%
VHAM
112
Van Hulzen Asset Management
California
$582K 25,636 -837 -3%
FFA
113
Farther Finance Advisors
California
$577K 25,644 +2,844 +12%
CA
114
Continuum Advisory
Idaho
$571K 25,127 +180 +0.7%
LFG
115
Larson Financial Group
Missouri
$570K 25,102 +1,804 +8%
PA
116
PFG Advisors
Arizona
$569K 25,038 +1,027 +4%
Stifel Financial
117
Stifel Financial
Missouri
$566K 24,894 -5,049 -17%
CFGS
118
Concourse Financial Group Securities
Alabama
$552K 24,286 +2,121 +10%
LIA
119
LifePlan Investment Advisors
North Carolina
$538K 23,679 +241 +1%
VWM
120
Venturi Wealth Management
Texas
$525K 23,121 +439 +2%
BCI
121
Brinker Capital Investments
Pennsylvania
$512K 22,525 +1,742 +8%
OPS
122
Orion Portfolio Solutions
Nebraska
$512K 22,525 +1,742 +8%
LA
123
LexAurum Advisors
Kansas
$506K 22,267 +2,986 +15%
BFG
124
Beacon Financial Group
Texas
$502K 22,102 +6,437 +41%
SFA
125
Sequoia Financial Advisors
Ohio
$489K 21,532 +10,293 +92%
3 4
5
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