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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

132 hedge funds and large institutions have $551M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
32
Increased
72
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$36.9M
2
Ameriprise
Ameriprise
Minnesota
$229M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.9M
4
Jane Street
Jane Street
New York
$5.49M
5
KPWS
Kestra Private Wealth Services
Texas
$4.88M

Top Sellers

1
BlackRock
BlackRock
New York
$22.1M
2
FI
FormulaFolio Investments
Michigan
$0
3
PG
Pendal Group
Australia
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.13M
5
Bank of America
Bank of America
North Carolina
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
126
Ellis Investment Partners
Pennsylvania
$5K +$28 +1 +0.6%
MWM
127
Mascoma Wealth Management
New Hampshire
$5K +$5K +200 New
NFSG
128
Newbridge Financial Services Group
Florida
$4K +$4K +150 New
FWP
129
FAS Wealth Partners
Kansas
$3K – – –
GFPC
130
Global Financial Private Client
Florida
$2.3K +$2.3K +85 New
OC
131
Oakworth Capital
Alabama
$2K – – –
BWL
132
Bogart Wealth LLC
Virginia
$2K +$2K +63 New
AF
133
Advisornet Financial
Minnesota
$1K +$1K +53 New
SWM
134
Sugarloaf Wealth Management
Georgia
$262 -$3.89K -9,103 -94%
FI
135
FormulaFolio Investments
Michigan
– -$3.87M -136,696 Closed
PG
136
Pendal Group
Australia
– -$2.76M -97,500 Closed
CRWM
137
Castle Rock Wealth Management
California
– -$436K -15,589 Closed
LFA
138
Legacy Financial Advisors
Kentucky
– -$404K -14,272 Closed
AFAS
139
Acorn Financial Advisory Services
Virginia
– -$357K -12,613 Closed
GSWM
140
Golden State Wealth Management
California
– -$352K -12,421 Closed
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
– -$291K -10,275 Closed
KAS
142
Kestra Advisory Services
Texas
– -$244K -8,604 Closed
RIA
143
Regal Investment Advisors
Michigan
– -$219K -7,732 Closed
CF
144
Centaurus Financial
California
– -$101K -3,568 Closed
IA
145
IFS Advisors
Kansas
– -$97K -3,442 Closed
ACA
146
Aptus Capital Advisors
Alabama
– -$32K -1,140 Closed
PWM
147
Perigon Wealth Management
California
– -$23K -804 Closed
TIAM2
148
Tru Independence Asset Management 2
Oregon
– -$22K -770 Closed
BC
149
Bartlett & Co
Ohio
– -$9K -328 Closed
BCWM
150
Bartlett & Co Wealth Management
Ohio
– -$9.3K -328 Closed
3 4 5
6
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