SUSC icon

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 %
BBA
151
Braun-Bostich & Associates
Pennsylvania
$370K 15,532 +675 +5%
MFGM
152
Marshall Financial Group (Maryland)
Maryland
$364K 15,286 +221 +1%
MLA
153
My Legacy Advisors
Oregon
$363K 15,279 +165 +1%
MW
154
Maia Wealth
Colorado
$363K 15,658 +640 +4%
WS
155
Wedbush Securities
California
$336K 14,118 +56 +0.4%
AWM
156
AE Wealth Management
Kansas
$335K 14,076 -1,633 -10%
WWA
157
WCG Wealth Advisors
Nevada
$331K 13,899 +2,782 +25%
USCWA
158
U.S. Capital Wealth Advisors
Texas
$331K 13,899 +1,548 +13%
HPM
159
Hoxton Planning & Management
West Virginia
$327K 13,762 +1,914 +16%
EL
160
EQ LLC
Washington
$326K 13,701 +13,701 New
EWA
161
ERTS Wealth Advisors
Michigan
$323K 13,573 +1,223 +10%
TCA
162
Transcend Capital Advisors
New Jersey
$321K 13,496 -138 -1%
RJT
163
Raymond James Trust
Florida
$312K 13,106 -5,700 -30%
MYIA
164
Mount Yale Investment Advisors
Colorado
$312K 13,097 -1,172 -8%
LFA
165
Level Financial Advisors
New York
$310K 13,035 -159 -1%
TWP
166
Tempus Wealth Planning
California
$308K 12,940 -15 -0.1%
AG
167
Ascent Group
Virginia
$300K 12,621 -4 -0%
LLWM
168
Life Line Wealth Management
California
$299K 12,579 -476 -4%
HI
169
Harbour Investments
Wisconsin
$298K 12,506 -8 -0.1%
AFTS
170
American Financial & Tax Strategies
New York
$297K 12,475 +746 +6%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$297K 12,469 +12,469 New
FHA
172
First Horizon Advisors
Tennessee
$293K 12,325 +1,341 +12%
CA
173
Claro Advisors
Massachusetts
$293K 12,310 -42 -0.3%
CPP
174
Capasso Planning Partners
South Carolina
$292K 12,293 -338 -3%
TF
175
Theory Financial
Colorado
$290K 12,572 +2,437 +24%