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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

202 hedge funds and large institutions have $797M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
97
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$22.4M
2
Jane Street
2
Jane Street
New York
$12M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$33.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M
5
BlackRock
5
BlackRock
New York
$16.3M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$101K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.93M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
176
LGT Financial Advisors
Texas
$29.5K +$29.5K +1,298 New
NSIM
177
North Star Investment Management
Illinois
$21.9K +$11.9K +525 +120%
BSB
178
Bangor Savings Bank
Maine
$21.1K – – –
CCP
179
Carmel Capital Partners
California
$19.1K – – –
APC
180
Aspire Private Capital
North Carolina
$17.2K – – –
RA
181
Rise Advisors
New York
$14.3K +$136 +6 +1%
FCG
182
Financial Connections Group
California
$13K +$110 +5 +0.9%
AF
183
Advisornet Financial
Minnesota
$13K +$68 +3 +0.5%
US Bancorp
184
US Bancorp
Minnesota
$12.9K -$3.12K -137 -19%
GFPC
185
Global Financial Private Client
Florida
$11.7K +$6.76K +299 +138%
CA
186
Crewe Advisors
Utah
$9.57K – – –
BCM
187
Bourgeon Capital Management
Connecticut
$9.44K +$9.44K +415 New
FA
188
Fiduciary Alliance
South Carolina
$8.66K +$8.66K +381 New
CB
189
Community Bank
New York
$8.52K – – –
ACA
190
Aptus Capital Advisors
Alabama
$8.44K -$31.3K -1,378 -79%
SWM
191
Spire Wealth Management
Virginia
$7.75K +$1.87K +82 +32%
CWA
192
Clearview Wealth Advisors
Oregon
$5.98K -$7.85K -345 -57%
IGWM
193
ICA Group Wealth Management
Colorado
$5.12K +$5.12K +225 New
FWP
194
FAS Wealth Partners
Kansas
$4.32K -$659 -29 -13%
CPG
195
Cornerstone Planning Group
New Jersey
$2.64K +$2.64K +116 New
MWM
196
Mascoma Wealth Management
New Hampshire
$2.24K -$202K -9,000 -99%
BWL
197
Bogart Wealth LLC
Virginia
$2.19K – – –
BC
198
Barrett & Company
Rhode Island
$1.32K – – –
RWM
199
Ruedi Wealth Management
Illinois
$558 – – –
FGAM
200
Financial Gravity Asset Management
Texas
$443 +$28 +1,245 +7%
5 6 7
8
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