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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $746M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+14
Holders Change %
+7.69%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
107
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
2
SC
Savant Capital
Illinois
$15M
3
BlackRock
BlackRock
New York
$13.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$49.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$14M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$147M
2
Wells Fargo
Wells Fargo
California
$3.93M
3
Jane Street
Jane Street
New York
$2.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$274K
5
LRWA
Long Run Wealth Advisors
New York
$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
126
Goodwin Investment Advisory
Georgia
$316K +$111K +4,820 +54%
RIA
127
Regal Investment Advisors
Michigan
$311K +$311K +13,528 New
WS
128
Wedbush Securities
California
$308K +$91.3K +3,969 +42%
WBG
129
Wharton Business Group
Pennsylvania
$307K +$14.6K +635 +5%
FT
130
Fiduciary Trust
Massachusetts
$303K – – –
AG
131
Ascent Group
Virginia
$301K +$301K +13,073 New
BAM
132
Baldrige Asset Management
Pennsylvania
$295K -$1.98K -86 -0.7%
PFM
133
Peak Financial Management
Massachusetts
$294K -$575 -25 -0.2%
RJT
134
Raymond James Trust
Florida
$293K +$293K +12,736 New
AF
135
Allworth Financial
California
$288K +$141K +6,139 +96%
CB
136
Centennial Bank
Arkansas
$283K -$884K -38,400 -76%
SWM
137
Sugarloaf Wealth Management
Georgia
$281K +$200K +8,700 +249%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$274K -$1.27M -55,374 -82%
VHAM
139
Van Hulzen Asset Management
California
$271K – – –
CPP
140
Capasso Planning Partners
South Carolina
$271K +$7.73K +336 +3%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$262K +$251K +10,914 +2,255%
BFG
142
Buttonwood Financial Group
Missouri
$251K +$251K +10,926 New
TWP
143
Tempus Wealth Planning
California
$250K -$121K -5,277 -33%
BIA
144
Bigelow Investment Advisors
Maine
$239K – – –
SDWMA
145
Schneider Downs Wealth Management Advisors
Pennsylvania
$233K – – –
EPP
146
ETF Portfolio Partners
Kansas
$232K +$391 +17 +0.2%
FAFN
147
First Affirmative Financial Network
Colorado
$225K -$6.7K -291 -3%
G
148
GenTrust
Florida
$223K +$253 +11 +0.1%
USCWA
149
U.S. Capital Wealth Advisors
Texas
$222K +$222K +9,629 New
GW
150
GW & Wade
Massachusetts
$211K +$211K +9,181 New
4 5
6
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