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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

26 hedge funds and large institutions have $51.9M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$35.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.66M
3
Bank of America
3
Bank of America
North Carolina
$4.59M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$2.44M
5
RWP
5
RWA Wealth Partners
Massachusetts
$727K

Top Sellers

1
EWA
1
ERTS Wealth Advisors
Michigan
$0
2
UBS Group
2
UBS Group
Switzerland
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$35.7M 1,288,876 +1,208,795 +1,509%
Bank of America
2
Bank of America
North Carolina
$4.59M 183,559 +66,137 +56%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.66M 106,491 +90,620 +571%
Fisher Asset Management
4
Fisher Asset Management
Washington
$2.44M 97,779 +29,564 +43%
Jane Street
5
Jane Street
New York
$1.73M 69,105 +16,548 +31%
RWP
6
RWA Wealth Partners
Massachusetts
$727K 29,096 +29,096 New
LPL Financial
7
LPL Financial
California
$591K 23,648 +6,071 +35%
CJA
8
C-J Advisory
California
$529K 21,354 +260 +1%
MML Investors Services
9
MML Investors Services
Massachusetts
$436K 17,452 +17,452 New
JIP
10
Jaffetilchin Investment Partners
Florida
$404K 16,158 +16,158 New
HHGA
11
Halbert Hargrove Global Advisors
California
$346K 13,848 +13,848 New
RCAG
12
Rehmann Capital Advisory Group
Michigan
$313K 12,516 +12,516 New
UCFA
13
United Capital Financial Advisors
Texas
$295K 11,816 +11,816 New
TC
14
TownSquare Capital
Utah
$213K 8,514 +8,514 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$205K 8,221 +21 +0.3%
ASN
16
Advisory Services Network
Georgia
$190K 7,605 +855 +13%
LFA
17
Legacy Financial Advisors
Kentucky
$176K 7,025 +263 +4%
GSWM
18
Golden State Wealth Management
California
$109K 4,359 +4,359 New
AF
19
Advisornet Financial
Minnesota
$61K 2,436 +79 +3%
AIM
20
Advantage Investment Management
Iowa
$30K 1,200 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$28K 1,106 – –
GWM
22
Geneos Wealth Management
Colorado
$20K 828 – –
LFG
23
LifePlan Financial Group
Ohio
$19K 759 – –
BlackRock
24
BlackRock
New York
$6K 233 +15 +7%
UBS Group
25
UBS Group
Switzerland
$4K 145 -6 -4%
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