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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
110
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$77.8M
3
Betterment LLC
3
Betterment LLC
New York
$30.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.9M
5
AF
5
Allworth Financial
California
$3.14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
B
2
Barings
North Carolina
$30M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.6M
4
MIS
4
Morningstar Investment Services
Illinois
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$57.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$554K 24,342 -1,597 -6%
Stifel Financial
127
Stifel Financial
Missouri
$532K 23,412 -5,475 -19%
BFG
128
Buttonwood Financial Group
Missouri
$519K 22,794 -520 -2%
Citadel Advisors
129
Citadel Advisors
Florida
$516K 22,691 +22,691 New
WFA
130
Wells Financial Advisors
Massachusetts
$508K 22,345 +1,810 +9%
Corient Private Wealth
131
Corient Private Wealth
Florida
$503K 22,145 +3,648 +20%
BFG
132
Beacon Financial Group
Texas
$503K 22,144 +42 +0.2%
DE
133
Diversified Enterprises
Delaware
$484K 21,306 -183 -0.9%
M&T Bank
134
M&T Bank
New York
$482K 21,208 -7,677 -27%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$454K 20,000 – –
UFA
136
US Financial Advisors
Massachusetts
$446K 19,622 +361 +2%
RWP
137
RWA Wealth Partners
Massachusetts
$426K 18,735 +633 +3%
LWA
138
Lifelong Wealth Advisors
Minnesota
$418K 18,402 +18,402 New
FFN
139
Focus Financial Network
Minnesota
$413K 18,167 +25 +0.1%
EPW
140
Evergreen Private Wealth
Colorado
$413K 18,167 -3,108 -15%
PFM
141
Peak Financial Management
Massachusetts
$406K 17,863 +40 +0.2%
DAS
142
Dynamic Advisor Solutions
Arizona
$405K 17,846 +1,018 +6%
GSWM
143
Golden State Wealth Management
California
$404K 17,782 +17,782 New
CCA
144
Cobblestone Capital Advisors
New York
$404K 17,766 -16,382 -48%
KPWS
145
Kestra Private Wealth Services
Texas
$391K 17,208 -2,261 -12%
SPAS
146
Spectrum Planning & Advisory Services
California
$386K 16,979 -170 -1%
Mariner
147
Mariner
Kansas
$385K 16,941 +16,941 New
MW
148
Maia Wealth
Colorado
$382K 16,663 +1,005 +6%
JC
149
JB Capital
Connecticut
$378K 16,620 +4,597 +38%
BFA
150
Bragg Financial Advisors
North Carolina
$372K 16,394 +757 +5%
4 5
6
7 8