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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
110
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$77.8M
3
Betterment LLC
3
Betterment LLC
New York
$30.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.9M
5
AF
5
Allworth Financial
California
$3.14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
B
2
Barings
North Carolina
$30M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.6M
4
MIS
4
Morningstar Investment Services
Illinois
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$57.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VHAM
101
Van Hulzen Asset Management
California
$779K 34,308 – –
EWA
102
EverSource Wealth Advisors
Alabama
$779K 34,282 +1,563 +5%
WCWM
103
Willow Creek Wealth Management
California
$772K 33,984 +1,966 +6%
SWA
104
Stratos Wealth Advisors
Ohio
$770K 33,890 -2,740 -7%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$755K 33,213 -3,886 -10%
TF
106
Theory Financial
Colorado
$745K 32,771 +20,199 +161%
WA
107
Wealth Alliance
New York
$702K 30,902 -1,535 -5%
OPWM
108
Oregon Pacific Wealth Management
Oregon
$698K 30,722 +30,722 New
MPW
109
MA Private Wealth
California
$697K 30,670 +100 +0.3%
BEC
110
Blue Edge Capital
Virginia
$681K 29,969 +4,923 +20%
SDWMA
111
Schneider Downs Wealth Management Advisors
Pennsylvania
$679K 29,882 +19,179 +179%
OPS
112
Orion Portfolio Solutions
Nebraska
$667K 29,359 +3,277 +13%
BCI
113
Brinker Capital Investments
Pennsylvania
$667K 29,359 +3,277 +13%
IWC
114
Integrated Wealth Concepts
Massachusetts
$657K 28,917 -32,807 -53%
MCWS
115
McKinley Carter Wealth Services
West Virginia
$657K 28,911 +2,193 +8%
OWCM
116
One Wealth Capital Management
Arizona
$644K 28,325 +28,325 New
KFSC
117
Keystone Financial Services (Colorado)
Colorado
$617K 27,166 – –
NCM
118
Neumann Capital Management
California
$611K 26,875 – –
SYBT
119
Stock Yards Bank & Trust
Kentucky
$605K 26,620 +675 +3%
PA
120
PFG Advisors
Arizona
$602K 26,504 +6,567 +33%
FFA
121
Farther Finance Advisors
California
$600K 26,424 +874 +3%
CA
122
Continuum Advisory
Idaho
$585K 25,747 +1,404 +6%
UB
123
UMB Bank
Missouri
$585K 25,729 -17,377 -40%
VWM
124
Venturi Wealth Management
Texas
$574K 25,279 +2,004 +9%
LFG
125
Larson Financial Group
Missouri
$559K 24,624 +1,134 +5%
3 4
5
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