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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

51 hedge funds and large institutions have $72.9M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.06M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.92M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$5.1M
4
Ameriprise
4
Ameriprise
Minnesota
$1.82M
5
RWP
5
RWA Wealth Partners
Massachusetts
$1.85M

Top Sellers

1
Jane Street
1
Jane Street
New York
$677K
2
GSWM
2
Golden State Wealth Management
California
$0
3
APSP
3
Asset Planning Services (Pennsylvania)
Pennsylvania
$0
4
FAAS
4
First Allied Advisory Services
California
$0
5
HA
5
Harborview Advisors
Maine
$665K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$35.7M 1,288,876 – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.06M 228,931 +133,993 +141%
Bank of America
3
Bank of America
North Carolina
$5.28M 199,647 +15,679 +9%
Fisher Asset Management
4
Fisher Asset Management
Washington
$5.1M 192,753 +43,682 +29%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.92M 72,562 +45,674 +170%
RWP
6
RWA Wealth Partners
Massachusetts
$1.85M 70,069 +23,463 +50%
Ameriprise
7
Ameriprise
Minnesota
$1.82M 68,922 +40,024 +139%
LPL Financial
8
LPL Financial
California
$1.42M 53,506 +10,114 +23%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
– – – –
HHGA
10
Halbert Hargrove Global Advisors
California
$1.1M 41,423 +13,083 +46%
WP
11
WealthSource Partners
California
$840K 31,729 +19,462 +159%
AIP
12
Ameritas Investment Partners
Nebraska
$824K 31,145 +4,107 +15%
CJA
13
C-J Advisory
California
$766K 28,975 +3,300 +13%
B
14
Bailard
California
$762K 28,807 +1,997 +7%
Jane Street
15
Jane Street
New York
$677K 25,578 -278,402 -92%
HA
16
Harborview Advisors
Maine
$665K 25,139 -478 -2%
WCFA
17
Walkner Condon Financial Advisors
Wisconsin
$573K 21,644 +21,644 New
PI
18
PFS Investments
Georgia
$477K 18,033 +18,033 New
JIP
19
Jaffetilchin Investment Partners
Florida
$441K 16,685 +596 +4%
AG
20
Advisor Group
Arizona
$411K 15,564 +9,986 +179%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$388K 14,670 +4,430 +43%
WCM
22
Windsor Capital Management
Arizona
$383K 14,504 +4,703 +48%
FT
23
Fiduciary Trust
Massachusetts
$357K 13,500 +13,500 New
MMA
24
Miracle Mile Advisors
California
$354K 13,380 +13,380 New
CCA
25
Cobblestone Capital Advisors
New York
$347K 13,120 +250 +2%
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