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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 $558M invested in iShares ESG Aware USD Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 16 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
69
Reduced
21
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$51.8M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$15.5M
3
I
3
IMPACTfolio
Colorado
$7.37M
4
SAM
4
Synergy Asset Management
Washington
$6.6M
5
Creative Planning
5
Creative Planning
Kansas
$10.5M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.97M
2
BlackRock
2
BlackRock
New York
$20M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.85M
4
PSUF
4
People's United Financial
Connecticut
$2.91M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$113K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$12K 430 – –
APA
127
American Portfolios Advisors
New York
$11.3K 414 -939 -69%
SPIA
128
Steward Partners Investment Advisory
New York
$9K 331 – –
FWP
129
FAS Wealth Partners
Kansas
$7K 273 +145 +113%
NFSG
130
Newbridge Financial Services Group
Florida
$4K 150 – –
TIM
131
Tortoise Investment Management
New York
$4K 150 – –
EIP
132
Ellis Investment Partners
Pennsylvania
$4K 180 +2 +1%
BWL
133
Bogart Wealth LLC
Virginia
$2K 64 +1 +2%
DL
134
DOHJ LLC
Washington
– – -21,561 Closed
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
– – -19,158 Closed
MIS
136
Morningstar Investment Services
Illinois
– – -16,784 Closed
GSEP
137
Golden State Equity Partners
California
– – -11,044 Closed
FP
138
Fiduciary Planning
Florida
– – -9,055 Closed
DAS
139
Dynamic Advisor Solutions
Arizona
– – -8,667 Closed
Barclays
140
Barclays
United Kingdom
– – -4,505 Closed
FA
141
Flagstar Advisors
New York
– – -4,008 Closed
BMD
142
Better Money Decisions
New Mexico
– – -2,797 Closed
GIA
143
Goodwin Investment Advisory
Georgia
– – -1,976 Closed
HA
144
Herold Advisors
New York
– – -900 Closed
FCM
145
Firestone Capital Management
Florida
– – -846 Closed
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
– – -451 Closed
LWM
147
Liberty Wealth Management
California
– – -321 Closed
TFS
148
TrustCore Financial Services
Tennessee
– – -197 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
– – -109 Closed
AF
150
Advisornet Financial
Minnesota
$0 6 – –
2 3 4 5
6