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iShares ESG Aware USD Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
151
Mascoma Wealth Management
New Hampshire
$210K +$208K +9,000 +9,000%
MPW
152
MA Private Wealth
California
$207K +$207K +8,990 New
AAS
153
Ameritas Advisory Services
Nebraska
$207K +$207K +8,976 New
FANJ
154
Financial Architects (New Jersey)
New Jersey
$206K +$206K +8,964 New
JC
155
JB Capital
Connecticut
$201K +$201K +8,727 New
FHA
156
First Horizon Advisors
Tennessee
$196K +$98.4K +4,277 +101%
BAAM
157
Baker Avenue Asset Management
California
$190K
WFA
158
Wells Financial Advisors
Massachusetts
$180K
BAM
159
Belpointe Asset Management
Nevada
$152K -$14.3K -620 -9%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$144K +$14.9K +646 +11%
BFEC
161
Benjamin F. Edwards & Company
Missouri
$138K -$20.1K -872 -13%
FFA
162
Farther Finance Advisors
California
$132K +$38.7K +1,682 +41%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$131K +$60.2K +2,617 +85%
CAL
164
Capital Analysts LLC
Pennsylvania
$109K +$46.5K +2,017 +74%
FCA
165
Fortis Capital Advisors
Kansas
$67.7K -$25K -1,088 -27%
OLVIG
166
Oliver Lagore Vanvalin Investment Group
Michigan
$64.7K -$21.8K -947 -25%
MBFW
167
Morton Brown Family Wealth
Pennsylvania
$56.1K +$3.75K +163 +7%
GRP
168
Global Retirement Partners
California
$54.9K -$2.35K -102 -4%
GWSG
169
GPS Wealth Strategies Group
Colorado
$47.1K +$47.1K +2,046 New
ACA
170
Aptus Capital Advisors
Alabama
$40.3K -$4.56K -198 -10%
FCA
171
FinTrust Capital Advisors
South Carolina
$38.8K
AIC
172
Archer Investment Corporation
Indiana
$31.7K
PCM
173
Penserra Capital Management
California
$27K +$3.72K +165 +16%
HI
174
Harbour Investments
Wisconsin
$23.9K +$22.9K +995 +2,261%
BSB
175
Bangor Savings Bank
Maine
$21.3K