We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF

155 hedge funds and large institutions have $621M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $566M → $621M (+$55M)

1% more funds holding

Funds holding: 154155 (+1)

0.44% more ownership

Funds ownership: 66.95%67.39% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
74
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$103K +$106K +4,493 New
HWMA
127
Heritage Wealth Management (Arizona)
Arizona
$82.8K
GRP
128
Global Retirement Partners
California
$58K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$58K +$6.9K +291 +13%
DC
130
Darrow Company
Massachusetts
$56K +$57.4K +2,420 New
COCM
131
Charter Oak Capital Management
New Hampshire
$54K -$55.3K -2,332 -50%
MBFW
132
Morton Brown Family Wealth
Pennsylvania
$52K +$972 +41 +2%
AF
133
Allworth Financial
California
$45K +$46.1K +1,946 New
APA
134
American Portfolios Advisors
New York
$38.2K +$3.22K +136 +9%
AIC
135
Archer Investment Corporation
Indiana
$31.9K
PCM
136
Penserra Capital Management
California
$30K +$2.11K +89 +7%
CWA
137
Clearview Wealth Advisors
Oregon
$29K +$9.88K +417 +50%
CAL
138
Capital Analysts LLC
Pennsylvania
$28K +$28.3K +1,194 New
BSB
139
Bangor Savings Bank
Maine
$21K +$22K +927 New
TFS
140
TrustCore Financial Services
Tennessee
$19K -$806 -34 -4%
RA
141
Rise Advisors
New York
$14K +$95 +4 +0.7%
ACA
142
Aptus Capital Advisors
Alabama
$14K +$2.44K +103 +21%
UWM
143
Urban Wealth Management
California
$10K +$9.81K +414 New
CA
144
CoreCap Advisors
Michigan
$8K +$7.75K +327 New
FCG
145
Financial Connections Group
California
$7K -$6.85K -289 -46%
SWM
146
Spire Wealth Management
Virginia
$5K -$5.07K -214 -50%
FWP
147
FAS Wealth Partners
Kansas
$5K -$1.66K -70 -26%
EIP
148
Ellis Investment Partners
Pennsylvania
$4K +$237 +10 +5%
GFPC
149
Global Financial Private Client
Florida
$2.21K
AF
150
Advisornet Financial
Minnesota
$2K -$18.1K -765 -90%