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iShares ESG Aware USD Corporate Bond ETF

247 hedge funds and large institutions have $948M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
247
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
129
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$778K 32,719 +191 +0.6%
WA
102
Wealth Alliance
New York
$772K 32,437 -2,806 -8%
WCWM
103
Willow Creek Wealth Management
California
$762K 32,018 +46 +0.1%
MPW
104
MA Private Wealth
California
$727K 30,570 +291 +1%
Stifel Financial
105
Stifel Financial
Missouri
$687K 28,887 +3,993 +16%
M&T Bank
106
M&T Bank
New York
$687K 28,885 -1,041 -3%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$658K 27,656 -909 -3%
KFSC
108
Keystone Financial Services (Colorado)
Colorado
$646K 27,166 +110 +0.4%
NCM
109
Neumann Capital Management
California
$639K 26,875 +480 +2%
MCWS
110
McKinley Carter Wealth Services
West Virginia
$636K 26,718 +840 +3%
BCI
111
Brinker Capital Investments
Pennsylvania
$620K 26,082 +3,557 +16%
OPS
112
Orion Portfolio Solutions
Nebraska
$620K 26,082 +3,557 +16%
SYBT
113
Stock Yards Bank & Trust
Kentucky
$617K 25,945
CFGS
114
Concourse Financial Group Securities
Alabama
$617K 25,939 +1,653 +7%
FFA
115
Farther Finance Advisors
California
$608K 25,550 -94 -0.4%
BEC
116
Blue Edge Capital
Virginia
$596K 25,046 +25,046 New
SFA
117
Sequoia Financial Advisors
Ohio
$587K 24,693 +3,161 +15%
Jane Street
118
Jane Street
New York
$581K 24,409 -87,551 -78%
BRWA
119
B. Riley Wealth Advisors
Florida
$578K 24,324 -2,269 -9%
LFG
120
Larson Financial Group
Missouri
$559K 23,490 -1,612 -6%
LIA
121
LifePlan Investment Advisors
North Carolina
$559K 23,489 -190 -0.8%
CA
122
Continuum Advisory
Idaho
$558K 24,343 -784 -3%
BFG
123
Buttonwood Financial Group
Missouri
$555K 23,314 +1,804 +8%
VWM
124
Venturi Wealth Management
Texas
$554K 23,275 +154 +0.7%
BFG
125
Beacon Financial Group
Texas
$526K 22,102