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iShares ESG Aware USD Corporate Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
BC
201
Barrett & Company
Rhode Island
$1.26K 58
CPG
202
Cornerstone Planning Group
New Jersey
$1.24K 57 -59 -51%
RWM
203
Ruedi Wealth Management
Illinois
$629 29 +4 +16%
RG
204
Rathbones Group
United Kingdom
-22,200 Closed
TCMP
205
Thrive Capital Management (Pennsylvania)
Pennsylvania
-10,157 Closed
HPM
206
Hoxton Planning & Management
West Virginia
-10,100 Closed
CPP
207
Capasso Planning Partners
South Carolina
-9,766 Closed
USCWA
208
U.S. Capital Wealth Advisors
Texas
-9,629 Closed
JC
209
JB Capital
Connecticut
-8,998 Closed
MPW
210
MA Private Wealth
California
-8,990 Closed
IA
211
IFP Advisors
Florida
-8,986 Closed
FCA
212
FinTrust Capital Advisors
South Carolina
-1,740 Closed
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
-1,512 Closed
US Bancorp
214
US Bancorp
Minnesota
-566 Closed
FA
215
Fiduciary Alliance
South Carolina
-381 Closed
CWA
216
Clearview Wealth Advisors
Oregon
-263 Closed
IGWM
217
ICA Group Wealth Management
Colorado
-225 Closed
MWM
218
Mascoma Wealth Management
New Hampshire
-100 Closed
RDFA
219
Ritter Daniher Financial Advisory
Ohio
-10 Closed
VAG
220
VisionPoint Advisory Group
Texas
-1 Closed