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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

60 hedge funds and large institutions have $89.2M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
33
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.2M
2
PG
2
Pendal Group
Australia
$3.39M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.05M
4
UBS Group
4
UBS Group
Switzerland
$1.04M
5
PI
5
PFS Investments
Georgia
$1.25M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TC
2
TownSquare Capital
Utah
$0
3
ASN
3
Advisory Services Network
Georgia
$187K
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$105K
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$516K
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
$11.2M 437,012 +208,081 +91%
Bank of America
3
Bank of America
North Carolina
$5.69M 221,319 +21,672 +11%
Fisher Asset Management
4
Fisher Asset Management
Washington
$5.03M 195,512 +2,759 +1%
PG
5
Pendal Group
Australia
$3.39M 132,500 +132,500 New
Ameriprise
6
Ameriprise
Minnesota
$2.41M 93,655 +24,733 +36%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.27M 88,179 +15,617 +22%
RWP
8
RWA Wealth Partners
Massachusetts
$2.11M 82,081 +12,012 +17%
LPL Financial
9
LPL Financial
California
$1.61M 62,653 +9,147 +17%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
– – – –
PI
11
PFS Investments
Georgia
$1.25M 48,475 +30,442 +169%
WP
12
WealthSource Partners
California
$1.08M 42,149 +10,420 +33%
HHGA
13
Halbert Hargrove Global Advisors
California
$1.06M 41,334 -89 -0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.05M 64,387 +64,387 New
UBS Group
15
UBS Group
Switzerland
$1.04M 40,314 +32,494 +416%
AIP
16
Ameritas Investment Partners
Nebraska
$956K 37,196 +6,051 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$950K 36,945 +22,275 +152%
CJA
18
C-J Advisory
California
$930K 36,175 +7,200 +25%
HA
19
Harborview Advisors
Maine
$793K 30,855 +5,716 +23%
B
20
Bailard
California
$770K 30,082 +1,275 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$758K 29,481 +18,866 +178%
WCFA
22
Walkner Condon Financial Advisors
Wisconsin
$516K 20,059 -1,585 -7%
MML Investors Services
23
MML Investors Services
Massachusetts
$512K 19,903 +7,648 +62%
CRWM
24
Castle Rock Wealth Management
California
$507K 19,169 +19,169 New
RJA
25
Raymond James & Associates
Florida
$463K 18,020 +5,600 +45%
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