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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
133
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.8M
2
Betterment LLC
2
Betterment LLC
New York
$23.6M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$52.2M
4
LPL Financial
4
LPL Financial
California
$25.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.6M

Top Sellers

1
OWA
1
One Wealth Advisors
California
$0
2
BlackRock
2
BlackRock
New York
$4.96M
3
Ameriprise
3
Ameriprise
Minnesota
$44.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$20.6M
5
PBF
5
Petix & Botte Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BBA
151
Braun-Bostich & Associates
Pennsylvania
$338K 14,857 +14,857 New
FGAM
152
Financial Gravity Asset Management
Texas
$328K 14,443 +9,696 +204%
MYIA
153
Mount Yale Investment Advisors
Colorado
$324K 14,269 +339 +2%
MCC
154
Maiden Cove Capital
Maine
$321K 14,120 +14,120 New
WS
155
Wedbush Securities
California
$319K 14,062 -119 -0.8%
TCA
156
Transcend Capital Advisors
New Jersey
$310K 13,634 +556 +4%
FWM
157
Fingerlakes Wealth Management
New York
$308K 13,553 -5,074 -27%
BAAM
158
Baker Avenue Asset Management
California
$305K 13,422 – –
BFA
159
Bragg Financial Advisors
North Carolina
$303K 13,319 -575 -4%
LFA
160
Level Financial Advisors
New York
$300K 13,194 – –
LLWM
161
Life Line Wealth Management
California
$297K 13,055 -808 -6%
TWP
162
Tempus Wealth Planning
California
$294K 12,955 +1,093 +9%
CPP
163
Capasso Planning Partners
South Carolina
$287K 12,631 +822 +7%
AG
164
Ascent Group
Virginia
$287K 12,625 -1,760 -12%
HI
165
Harbour Investments
Wisconsin
$284K 12,514 +362 +3%
CA
166
Claro Advisors
Massachusetts
$281K 12,352 +12,352 New
USCWA
167
U.S. Capital Wealth Advisors
Texas
$281K 12,351 +258 +2%
EWA
168
ERTS Wealth Advisors
Michigan
$281K 12,350 +79 +0.6%
JC
169
JB Capital
Connecticut
$280K 12,309 -88 -0.7%
PAG
170
Private Advisor Group
New Jersey
$276K 12,156 -575 -5%
HPM
171
Hoxton Planning & Management
West Virginia
$269K 11,848 +125 +1%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$268K 11,779 -304 -3%
AFTS
173
American Financial & Tax Strategies
New York
$266K 11,729 +66 +0.6%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$264K 11,482 +28 +0.2%
BFM
175
Boston Financial Management
Massachusetts
$264K 11,616 -1,680 -13%
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