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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 %
ACA
201
Aptus Capital Advisors
Alabama
$125K +$117K +5,014 +1,351%
CAL
202
Capital Analysts LLC
Pennsylvania
$116K +$10.7K +457 +10%
TVAMP
203
Tennessee Valley Asset Management Partners
Tennessee
$100K +$100K +4,317 New
GIA
204
Goodwin Investment Advisory
Georgia
$88.2K -$92.1K -3,959 -51%
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$75.2K
MIA
206
Milestone Investment Advisors
Wisconsin
$69.8K +$69.8K +3,000 New
OLVIG
207
Oliver Lagore Vanvalin Investment Group
Michigan
$69.5K +$7.84K +337 +13%
MBFW
208
Morton Brown Family Wealth
Pennsylvania
$63.6K +$1.72K +74 +3%
LFA
209
LGT Financial Advisors
Texas
$62.3K +$861 +37 +1%
OP
210
ORG Partners
Indiana
$54.6K +$15.5K +665 +40%
GRP
211
Global Retirement Partners
California
$52.3K -$2.77K -120 -5%
US Bancorp
212
US Bancorp
Minnesota
$50.9K +$50.9K +2,189 New
GWSG
213
GPS Wealth Strategies Group
Colorado
$47.6K
AIC
214
Archer Investment Corporation
Indiana
$46.9K
HGA
215
Hobbs Group Advisors
South Carolina
$46.7K +$46.7K +2,008 New
CB
216
Centennial Bank
Arkansas
$41.9K -$181K -7,785 -81%
DJSG
217
D.J. St. Germain
Massachusetts
$40.9K +$38.5K +1,654 +1,606%
NSIM
218
North Star Investment Management
Illinois
$23K +$303 +13 +1%
BSB
219
Bangor Savings Bank
Maine
$20.8K -$791 -34 -4%
SAM
220
Smartleaf Asset Management
Massachusetts
$19.8K +$19.8K +850 New
APC
221
Aspire Private Capital
North Carolina
$18.7K +$2.51K +108 +16%
KFP
222
Keener Financial Planning
Texas
$15K +$15K +638 New
RA
223
Rise Advisors
New York
$14.9K +$209 +9 +1%
BCM
224
Bourgeon Capital Management
Connecticut
$14.5K +$2.09K +90 +17%
AF
225
Advisornet Financial
Minnesota
$14.3K +$93 +4 +0.7%