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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 %
PS
201
Principal Securities
Iowa
$172K -$432 -19 -0.2%
CAL
202
Capital Analysts LLC
Pennsylvania
$164K +$24.8K +1,091 +18%
Citigroup
203
Citigroup
New York
$150K +$150K +6,587 New
BFEC
204
Benjamin F. Edwards & Company
Missouri
$148K -$159 -7 -0.1%
MBFW
205
Morton Brown Family Wealth
Pennsylvania
$96.1K -$2.67K -116 -3%
OLVIG
206
Oliver Lagore Vanvalin Investment Group
Michigan
$79.2K -$954 -42 -1%
GRP
207
Global Retirement Partners
California
$77.5K +$25.9K +1,141 +50%
GWSG
208
GPS Wealth Strategies Group
Colorado
$73.4K +$26.9K +1,183 +58%
MIA
209
Milestone Investment Advisors
Wisconsin
$68.2K
LFA
210
LGT Financial Advisors
Texas
$61.9K +$659 +29 +1%
OP
211
ORG Partners
Indiana
$53.1K +$53.1K +2,358 New
SP
212
SWS Partners
Ohio
$51.8K +$51.8K +2,279 New
Jones Financial Companies
213
Jones Financial Companies
Missouri
$50K +$43.4K +1,908 +653%
HGA
214
Hobbs Group Advisors
South Carolina
$45.6K +$45.6K +2,008 New
CA
215
CoreCap Advisors
Michigan
$33.2K
BFA
216
Brown Financial Advisors
Ohio
$29.3K +$29.3K +1,290 New
Franklin Resources
217
Franklin Resources
California
$25.9K +$25.9K +1,138 New
KFP
218
Keener Financial Planning
Texas
$24K +$111 +5 +0.5%
NSIM
219
North Star Investment Management
Illinois
$22.8K +$250 +11 +1%
US Bancorp
220
US Bancorp
Minnesota
$22.3K -$15.8K -695 -41%
BSB
221
Bangor Savings Bank
Maine
$20.3K
CB
222
Centennial Bank
Arkansas
$18.2K -$22.7K -1,000 -56%
CA
223
Crewe Advisors
Utah
$17.9K
AF
224
Advisornet Financial
Minnesota
$16.3K +$1.34K +59 +9%
GFPC
225
Global Financial Private Client
Florida
$16.2K +$1.05K +46 +7%