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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 %
AWM
201
Apollon Wealth Management
South Carolina
$202K +$202K +8,477 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$201K -$42.6K -1,790 -17%
CAL
203
Capital Analysts LLC
Pennsylvania
$193K +$21.6K +907 +13%
PS
204
Principal Securities
Iowa
$174K -$6.54K -275 -4%
FGC
205
Financial Gravity Companies
Texas
$162K +$162K +6,824 New
Citigroup
206
Citigroup
New York
$136K -$21K -883 -13%
GRP
207
Global Retirement Partners
California
$129K +$48.3K +2,031 +60%
MBFW
208
Morton Brown Family Wealth
Pennsylvania
$107K +$7.61K +320 +8%
OLVIG
209
Oliver Lagore Vanvalin Investment Group
Michigan
$83.1K +$119 +5 +0.1%
GWSG
210
GPS Wealth Strategies Group
Colorado
$77.1K +$309 +13 +0.4%
MIA
211
Milestone Investment Advisors
Wisconsin
$71.4K
LFA
212
LGT Financial Advisors
Texas
$65.5K +$690 +29 +1%
OP
213
ORG Partners
Indiana
$56.1K
HGA
214
Hobbs Group Advisors
South Carolina
$47.8K
CA
215
CoreCap Advisors
Michigan
$42.9K +$8.18K +344 +24%
GM
216
GeoWealth Management
Illinois
$33.2K +$33.2K +1,395 New
US Bancorp
217
US Bancorp
Minnesota
$32.2K +$8.87K +373 +38%
NB
218
NBT Bank
New York
$27.2K +$15K +630 +123%
NSIM
219
North Star Investment Management
Illinois
$24.2K +$262 +11 +1%
KFP
220
Keener Financial Planning
Texas
$24K -$755 -33 -3%
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$19.8K +$10.9K +458 +122%
AF
222
Advisornet Financial
Minnesota
$19.2K +$2.14K +90 +13%
CB
223
Centennial Bank
Arkansas
$19K
CA
224
Crewe Advisors
Utah
$18.8K
GFPC
225
Global Financial Private Client
Florida
$16.9K