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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
110
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$77.8M
3
Betterment LLC
3
Betterment LLC
New York
$30.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.9M
5
AF
5
Allworth Financial
California
$3.14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
B
2
Barings
North Carolina
$30M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.6M
4
MIS
4
Morningstar Investment Services
Illinois
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$57.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LLWM
176
Life Line Wealth Management
California
$284K -$1.8K -79 -0.6%
BFM
177
Boston Financial Management
Massachusetts
$283K +$17.7K +779 +7%
CA
178
Claro Advisors
Massachusetts
$282K +$1.84K +81 +0.7%
MLA
179
My Legacy Advisors
Oregon
$278K -$68K -3,000 -20%
AI
180
Atria Investments
North Carolina
$275K -$170K -7,464 -38%
HI
181
Harbour Investments
Wisconsin
$273K -$10.7K -469 -4%
WFS
182
WealthGarden F.S.
California
$273K +$273K +12,018 New
BAAM
183
Baker Avenue Asset Management
California
$273K -$23 -1 -0%
FHA
184
First Horizon Advisors
Tennessee
$263K -$17K -750 -6%
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$262K +$262K +11,530 New
MWM
186
Modera Wealth Management
New Jersey
$260K – – –
MFGM
187
Marshall Financial Group (Maryland)
Maryland
$260K -$87.2K -3,840 -25%
Comerica Bank
188
Comerica Bank
Texas
$259K -$45 -2 -0%
AWM
189
AE Wealth Management
Kansas
$250K -$69.5K -3,060 -22%
TF
190
TME Financial
California
$249K +$249K +10,478 New
CFD
191
Creative Financial Designs
Indiana
$247K +$18.3K +805 +8%
FF
192
Finley Financial
Nevada
$246K +$246K +10,850 New
IAA
193
Independent Advisor Alliance
North Carolina
$244K +$244K +10,728 New
FPWM
194
Five Pine Wealth Management
Idaho
$243K +$243K +10,713 New
William Blair & Company
195
William Blair & Company
Illinois
$236K -$386 -17 -0.2%
MNA
196
Manning & Napier Advisors
New York
$234K -$6.09K -268 -3%
PVI
197
Pine Valley Investments
New Jersey
$230K +$230K +10,136 New
RW
198
Rockport Wealth
Ohio
$230K – – –
WBG
199
Wharton Business Group
Pennsylvania
$228K -$34.5K -1,520 -13%
Jones Financial Companies
200
Jones Financial Companies
Missouri
$222K +$14.2K +625 +7%
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8
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