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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

182 hedge funds and large institutions have $573M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
72
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.14M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.09M
3
OWA
3
One Wealth Advisors
California
$2.52M
4
ASN
4
Advisory Services Network
Georgia
$2.28M
5
CAN
5
Cetera Advisor Networks
California
$2.38M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$153M
2
Jane Street
2
Jane Street
New York
$3.52M
3
Citadel Advisors
3
Citadel Advisors
Florida
$692K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$38.7M
5
OMC
5
Old Mission Capital
Illinois
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
176
Global Financial Private Client
Florida
$4.84K – – –
MCC
177
Money Concepts Capital
Florida
$2.36K +$2.36K +106 New
MWM
178
Mascoma Wealth Management
New Hampshire
$2.23K – – –
BWL
179
Bogart Wealth LLC
Virginia
$2.12K – – –
TIM
180
Tortoise Investment Management
New York
$1.67K – – –
BC
181
Barrett & Company
Rhode Island
$1.29K – – –
HI
182
Harbour Investments
Wisconsin
$981 -$166K -7,425 -99%
BC
183
Burleson & Co
California
$780 +$780 +35 New
AWM
184
Axxcess Wealth Management
California
– -$610K -28,014 Closed
BIA
185
Bigelow Investment Advisors
Maine
– -$378K -17,338 Closed
KPWS
186
Kestra Private Wealth Services
Texas
– -$333K -15,268 Closed
SB
187
Strategic Blueprint
Georgia
– -$312K -14,330 Closed
GW
188
GW & Wade
Massachusetts
– -$256K -11,764 Closed
AAS
189
Ameritas Advisory Services
Nebraska
– -$251K -11,510 Closed
MSWMA
190
Market Street Wealth Management Advisors
Indiana
– -$241K -11,056 Closed
SWM
191
Selective Wealth Management
Virginia
– -$132K -6,039 Closed
QC
192
Quent Capital
New York
– -$108K -4,959 Closed
FA
193
Flagstar Advisors
New York
– -$89.6K -4,113 Closed
ACM
194
Absolute Capital Management
Pennsylvania
– -$23.9K -1,099 Closed
WIM
195
Westside Investment Management
California
– -$23.2K -1,060 Closed
MAM
196
Meeder Asset Management
Ohio
– -$12K -560 Closed
PMFA
197
Plante Moran Financial Advisors
Michigan
– -$8K -366 Closed
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
– -$7K -333 Closed
SWM
199
Spire Wealth Management
Virginia
– -$5K -216 Closed
EIP
200
Ellis Investment Partners
Pennsylvania
– -$4K -211 Closed
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