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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$200M
2
SC
2
Savant Capital
Illinois
$15M
3
BlackRock
3
BlackRock
New York
$13.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$49.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$147M
2
Wells Fargo
2
Wells Fargo
California
$3.93M
3
Jane Street
3
Jane Street
New York
$2.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$274K
5
LRWA
5
Long Run Wealth Advisors
New York
$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
176
Carmel Capital Partners
California
$19.3K +$19.3K +840 New
APC
177
Aspire Private Capital
North Carolina
$17.4K +$5.52K +240 +46%
SWG
178
Summit Wealth Group
Vermont
$17K +$16.2K +362,597 +1,907%
US Bancorp
179
US Bancorp
Minnesota
$16.2K +$16.2K +703 New
RA
180
Rise Advisors
New York
$14.3K +$92 +4 +0.6%
CWA
181
Clearview Wealth Advisors
Oregon
$14K +$5.39K +234 +63%
AF
182
Advisornet Financial
Minnesota
$13.1K -$162K -7,036 -93%
FCG
183
Financial Connections Group
California
$13K +$223 +10 +2%
NSIM
184
North Star Investment Management
Illinois
$10.1K +$46 +2 +0.5%
CA
185
Crewe Advisors
Utah
$9.69K – – –
TWM
186
Tradition Wealth Management
Minnesota
$9K +$9K +385 New
CB
187
Community Bank
New York
$8.63K +$8.63K +375 New
SWM
188
Spire Wealth Management
Virginia
$5.96K +$5.96K +259 New
FWP
189
FAS Wealth Partners
Kansas
$5.04K -$1.08K -47 -18%
GFPC
190
Global Financial Private Client
Florida
$5.01K – – –
BWM
191
BerganKDV Wealth Management
Minnesota
$4.7K +$4.7K +204 New
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$2.57K +$159 +6,924 +7%
BWL
193
Bogart Wealth LLC
Virginia
$2.2K +$23 +1 +1%
BC
194
Barrett & Company
Rhode Island
$1.34K – – –
RWM
195
Ruedi Wealth Management
Illinois
$564 +$564 +25 New
FGAM
196
Financial Gravity Asset Management
Texas
$417 +$417 +18,254 New
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$69 -$8.17K -355 -99%
KAS
198
Kestra Advisory Services
Texas
– -$1.13M -50,729 Closed
OMC
199
Old Mission Capital
Illinois
– -$340K -15,239 Closed
BFM
200
Boston Financial Management
Massachusetts
– -$304K -13,634 Closed
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