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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$221M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$42M
3
LPL Financial
3
LPL Financial
California
$19.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$8.15M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$35.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$128M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$32.9M
3
Jane Street
3
Jane Street
New York
$2.23M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$853K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
176
Morton Brown Family Wealth
Pennsylvania
$57.9K +$4.53K +208 +8%
OLVIG
177
Oliver Lagore Vanvalin Investment Group
Michigan
$57.7K -$3.16K -145 -5%
LFA
178
LGT Financial Advisors
Texas
$57.4K +$29.2K +1,340 +103%
GRP
179
Global Retirement Partners
California
$51.2K – – –
GWSG
180
GPS Wealth Strategies Group
Colorado
$44.5K – – –
AIC
181
Archer Investment Corporation
Indiana
$43.9K – – –
Legacy Financial Group (Iowa)
182
Legacy Financial Group (Iowa)
Iowa
$41.7K +$41.7K +1,915 New
OP
183
ORG Partners
Indiana
$36.6K -$10.3K -474 -22%
NSIM
184
North Star Investment Management
Illinois
$21.2K +$218 +10 +1%
BSB
185
Bangor Savings Bank
Maine
$20.2K – – –
CCP
186
Carmel Capital Partners
California
$18.3K – – –
APC
187
Aspire Private Capital
North Carolina
$15.1K -$1.37K -63 -8%
RA
188
Rise Advisors
New York
$13.8K +$131 +6 +1%
AF
189
Advisornet Financial
Minnesota
$13.3K +$892 +41 +7%
FCG
190
Financial Connections Group
California
$12K +$81 +4 +0.7%
BCM
191
Bourgeon Capital Management
Connecticut
$11.6K +$2.61K +120 +29%
GFPC
192
Global Financial Private Client
Florida
$11.1K – – –
CA
193
Crewe Advisors
Utah
$9.38K +$218 +10 +2%
AGWCA
194
Annis Gardner Whiting Capital Advisors
Florida
$8.18K +$8.18K +376 New
CB
195
Community Bank
New York
$8.16K – – –
ACA
196
Aptus Capital Advisors
Alabama
$8.07K – – –
FWP
197
FAS Wealth Partners
Kansas
$4.17K +$43 +2 +1%
BWS
198
Buck Wealth Strategies
Colorado
$2.87K +$2.87K +132 New
DJSG
199
D.J. St. Germain
Massachusetts
$2.24K +$2.24K +103 New
BWL
200
Bogart Wealth LLC
Virginia
$2.11K +$22 +1 +1%
5 6 7
8
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