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iShares ESG Aware USD Corporate Bond ETF

247 hedge funds and large institutions have $948M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
247
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
129
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RA
126
RFG Advisory
Alabama
$523K 21,999 +21,999 New
D
127
Diversified
Delaware
$511K 21,489 +207 +1%
DE
128
Diversified Enterprises
Delaware
$511K 21,489 +21,489 New
EPW
129
Evergreen Private Wealth
Colorado
$506K 21,275 -33 -0.2%
WT
130
Whittier Trust
California
$496K 20,866
WFA
131
Wells Financial Advisors
Massachusetts
$489K 20,535
CIBC World Market
132
CIBC World Market
Ontario, Canada
$476K 20,000
PA
133
PFG Advisors
Arizona
$474K 19,937 -5,101 -20%
MCC
134
Maiden Cove Capital
Maine
$471K 19,796 +5,676 +40%
AI
135
Atria Investments
North Carolina
$466K 19,574 +1,291 +7%
FT
136
Fiduciary Trust
Massachusetts
$464K 19,519 +4,204 +27%
KPWS
137
Kestra Private Wealth Services
Texas
$463K 19,469 +3,458 +22%
UFA
138
US Financial Advisors
Massachusetts
$458K 19,261 +1,505 +8%
Corient Private Wealth
139
Corient Private Wealth
Florida
$440K 18,497 +521 +3%
FFN
140
Focus Financial Network
Minnesota
$432K 18,142 +5 +0%
RWP
141
RWA Wealth Partners
Massachusetts
$431K 18,102 -802 -4%
PFM
142
Peak Financial Management
Massachusetts
$424K 17,823 -560 -3%
RIA
143
Regal Investment Advisors
Michigan
$424K 17,815 +1,189 +7%
SPAS
144
Spectrum Planning & Advisory Services
California
$408K 17,149 +17,149 New
DAS
145
Dynamic Advisor Solutions
Arizona
$400K 16,828 -540 -3%
NA
146
Nottingham Advisors
New York
$385K 16,194 -1,588 -9%
RIS
147
Retirement Income Solutions
Michigan
$379K 15,933
SB
148
Strategic Blueprint
Georgia
$378K 15,877 +74 +0.5%
LA
149
LexAurum Advisors
Kansas
$372K 15,651 -6,616 -30%
BFA
150
Bragg Financial Advisors
North Carolina
$372K 15,637 +2,318 +17%