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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

18 hedge funds and large institutions have $9.58M invested in iShares ESG Aware USD Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.63M
2
Jane Street
2
Jane Street
New York
$1.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$379K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.91M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$196K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.8M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.8M 117,422 -47,391 -29%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.91M 80,081 +6,048 +8%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.63M 68,215 +51,858 +317%
Jane Street
4
Jane Street
New York
$1.26M 52,557 +37,244 +243%
CJA
5
C-J Advisory
California
$504K 21,094 +3,735 +22%
LPL Financial
6
LPL Financial
California
$420K 17,577 +4,528 +35%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$379K 15,871 +15,871 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$196K 8,200 +5,668 +224%
ASN
9
Advisory Services Network
Georgia
$161K 6,750 +130 +2%
LFA
10
Legacy Financial Advisors
Kentucky
$161K 6,762 +329 +5%
AF
11
Advisornet Financial
Minnesota
$56K 2,357 +2,357 New
AIM
12
Advantage Investment Management
Iowa
$29K 1,200 +1,200 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$27K 1,106 – –
GWM
14
Geneos Wealth Management
Colorado
$19K 828 – –
LFG
15
LifePlan Financial Group
Ohio
$18K 759 +759 New
BlackRock
16
BlackRock
New York
$5K 218 +14 +7%
UBS Group
17
UBS Group
Switzerland
$4K 151 +151 New
EWA
18
ERTS Wealth Advisors
Michigan
$3K 129 +129 New
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
– – -5,139 Closed
SPIA
20
Steward Partners Investment Advisory
New York
– – -327 Closed
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
– – -25 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –