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iShares ESG Aware USD Corporate Bond ETF

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MW
176
Maia Wealth
Colorado
$241K +$241K +10,375 New
EWA
177
ERTS Wealth Advisors
Michigan
$239K +$239K +10,282 New
HPM
178
Hoxton Planning & Management
West Virginia
$239K +$239K +10,254 New
TSS
179
Two Sigma Securities
New York
$238K +$238K +10,241 New
TWP
180
Tempus Wealth Planning
California
$230K -$77.7K -3,339 -25%
OAM
181
Occidental Asset Management
California
$229K +$12.3K +530 +6%
GWP
182
Gateway Wealth Partners
Wisconsin
$229K +$229K +9,820 New
WF
183
Williams Financial
Vermont
$228K
G
184
GenTrust
Florida
$227K +$628 +27 +0.3%
TCA
185
Transcend Capital Advisors
New Jersey
$225K +$225K +9,652 New
JC
186
JB Capital
Connecticut
$221K +$221K +9,507 New
MLA
187
My Legacy Advisors
Oregon
$217K +$217K +9,369 New
BFA
188
Bragg Financial Advisors
North Carolina
$215K +$215K +9,230 New
AWM
189
Apollon Wealth Management
South Carolina
$213K +$213K +9,142 New
MA
190
Mutual Advisors
Nebraska
$209K +$209K +9,001 New
CFD
191
Creative Financial Designs
Indiana
$206K +$13.2K +567 +7%
BIA
192
Bigelow Investment Advisors
Maine
$205K -$34.4K -1,477 -14%
FHA
193
First Horizon Advisors
Tennessee
$204K -$6.54K -281 -3%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$188K +$53.8K +2,313 +40%
Comerica Bank
195
Comerica Bank
Texas
$185K +$29.7K +1,276 +19%
SWM
196
Spire Wealth Management
Virginia
$184K +$102K +4,431 +124%
PS
197
Principal Securities
Iowa
$177K +$177K +7,601 New
JWA
198
JFS Wealth Advisors
Pennsylvania
$162K +$162K +6,953 New
SWM
199
Sugarloaf Wealth Management
Georgia
$152K
BFEC
200
Benjamin F. Edwards & Company
Missouri
$150K +$673 +29 +0.5%