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iShares ESG Aware USD Corporate Bond ETF

250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
133
Reduced
61
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WBG
176
Wharton Business Group
Pennsylvania
$263K
OAM
177
Occidental Asset Management
California
$259K +$15.2K +671 +6%
Comerica Bank
178
Comerica Bank
Texas
$259K +$22.2K +979 +9%
SDWMA
179
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K
WWA
180
WCG Wealth Advisors
Nevada
$253K -$57.8K -2,538 -19%
RJA
181
Raymond James & Associates
Florida
$252K +$9.97K +439 +4%
MWM
182
Modera Wealth Management
New Jersey
$252K -$96.4K -4,243 -28%
FHA
183
First Horizon Advisors
Tennessee
$250K +$2.11K +93 +0.9%
William Blair & Company
184
William Blair & Company
Illinois
$235K -$2.64K -116 -1%
WA
185
WBH Advisory
Maryland
$234K +$234K +10,313 New
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$233K +$37.2K +1,637 +19%
WF
187
Williams Financial
Vermont
$231K -$10.2K -450 -4%
VW
188
Veridan Wealth
Oregon
$231K +$231K +9,940 New
TF
189
Theory Financial
Colorado
$230K -$17K -748 -7%
RW
190
Rockport Wealth
Ohio
$230K
TWC
191
TD Waterhouse Canada
Ontario, Canada
$229K +$45.7K +2,031 +25%
CFD
192
Creative Financial Designs
Indiana
$226K +$10.2K +450 +5%
KWM
193
Kingsview Wealth Management
Oregon
$220K +$220K +9,696 New
NP
194
NorthRock Partners
Minnesota
$220K -$517K -22,770 -70%
SWM
195
Sagace Wealth Management
Florida
$219K +$219K +9,534 New
KAS
196
Kestra Advisory Services
Texas
$211K +$211K +9,273 New
SWM
197
Sugarloaf Wealth Management
Georgia
$207K
BIA
198
Bigelow Investment Advisors
Maine
$203K -$2.91K -128 -1%
CC
199
Copperleaf Capital
North Carolina
$202K +$202K +8,909 New
JWA
200
JFS Wealth Advisors
Pennsylvania
$200K +$13.9K +611 +7%