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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

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.

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.62%
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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$96.3M
3
EB
3
Eastern Bank
Massachusetts
$3.71M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$21.1M
5
OWA
5
One Wealth Advisors
California
$4.08M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$352K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.2M
3
5L
3
55I LLC
Massachusetts
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.01M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
151
Mascoma Wealth Management
New Hampshire
$2K 100 – –
TIM
152
Tortoise Investment Management
New York
$2K 75 – –
BWL
153
Bogart Wealth LLC
Virginia
$2K 94 +1 +1%
M&T Bank
154
M&T Bank
New York
$2K 72,685 +72,685 New
GI
155
Gradient Investments
Minnesota
$1K 32 +32 New
Fidelity Investments
156
Fidelity Investments
Massachusetts
$1K 51 +50 +5,000%
5L
157
55I LLC
Massachusetts
– – -92,886 Closed
HHGA
158
Halbert Hargrove Global Advisors
California
– – -52,787 Closed
AF
159
Arrow Financial
New York
– – -51,024 Closed
NYLIM
160
New York Life Investment Management
New York
– – -17,335 Closed
FANJ
161
Financial Architects (New Jersey)
New Jersey
– – -16,870 Closed
OPS
162
Orion Portfolio Solutions
Nebraska
– – -15,199 Closed
DL
163
DOHJ LLC
Washington
– – -14,057 Closed
RCAG
164
Rehmann Capital Advisory Group
Michigan
– – -12,197 Closed
QC
165
Quent Capital
New York
– – -12,050 Closed
WCM
166
Windsor Capital Management
Arizona
– – -11,365 Closed
WWM
167
WT Wealth Management
Arizona
– – -10,758 Closed
RJT
168
Raymond James Trust
Florida
– – -9,373 Closed
LNC
169
Lincoln National Corp
Pennsylvania
– – -8,368 Closed
CRI
170
Colonial River Investments
Virginia
– – -7,996 Closed
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
– – -2,876 Closed
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
– – -1,577 Closed
TRCT
173
Tower Research Capital (TRC)
New York
– – -1,046 Closed
PCG
174
Private Capital Group
Connecticut
– – -927 Closed
HA
175
Herold Advisors
New York
– – -900 Closed
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