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iShares ESG Aware USD Corporate Bond ETF

247 hedge funds and large institutions have $948M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
129
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JC
176
JB Capital
Connecticut
$286K -$6.8K -286 -2%
BAAM
177
Baker Avenue Asset Management
California
$286K -$33.6K -1,411 -11%
BFM
178
Boston Financial Management
Massachusetts
$278K +$1.93K +81 +0.7%
CWM
179
Centurion Wealth Management
Virginia
$277K +$277K +11,638 New
WBG
180
Wharton Business Group
Pennsylvania
$275K
MWM
181
Modera Wealth Management
New Jersey
$273K +$8.42K +354 +3%
OAM
182
Occidental Asset Management
California
$271K +$285 +12 +0.1%
Comerica Bank
183
Comerica Bank
Texas
$271K
NP
184
NorthRock Partners
Minnesota
$263K +$33.1K +1,392 +14%
PAG
185
Private Advisor Group
New Jersey
$255K -$33.9K -1,425 -12%
SDWMA
186
Schneider Downs Wealth Management Advisors
Pennsylvania
$255K -$11.3K -476 -4%
MNA
187
Manning & Napier Advisors
New York
$251K +$251K +10,549 New
William Blair & Company
188
William Blair & Company
Illinois
$248K +$1.76K +74 +0.7%
RW
189
Rockport Wealth
Ohio
$241K
CFD
190
Creative Financial Designs
Indiana
$239K +$2.74K +115 +1%
RJA
191
Raymond James & Associates
Florida
$231K -$32.9K -1,385 -12%
CIAS
192
CFS Investment Advisory Services
New Jersey
$226K +$226K +9,488 New
WA
193
WBH Advisory
Maryland
$224K -$20.9K -880 -9%
KWM
194
Kingsview Wealth Management
Oregon
$222K -$8.42K -354 -4%
SWM
195
Sugarloaf Wealth Management
Georgia
$222K +$5.33K +224 +2%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$218K +$166K +6,957 +316%
WF
197
Williams Financial
Vermont
$218K -$23.8K -999 -10%
CC
198
Copperleaf Capital
North Carolina
$212K
BIA
199
Bigelow Investment Advisors
Maine
$208K -$5.12K -215 -2%
JWA
200
JFS Wealth Advisors
Pennsylvania
$204K -$6.07K -255 -3%