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iShares ESG Aware USD Corporate Bond ETF

81 hedge funds and large institutions have $192M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
42
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.8M +$44.8M +1,621,095 +371%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$35.7M
UBS Group
3
UBS Group
Switzerland
$17.7M +$16.6M +600,888 +1,491%
Bank of America
4
Bank of America
North Carolina
$7.21M +$1.1M +39,714 +18%
PG
5
Pendal Group
Australia
$6.64M +$2.98M +108,000 +82%
Fisher Asset Management
6
Fisher Asset Management
Washington
$6.24M +$836K +30,256 +15%
Ameriprise
7
Ameriprise
Minnesota
$4.91M +$2.32M +83,644 +89%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.71M +$2.93M +106,154 +165%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.69M +$2.67M +96,581 +261%
Jane Street
10
Jane Street
New York
$3.57M +$3.57M +129,282 New
BlackRock
11
BlackRock
New York
$2.95M +$2.94M +106,603 +98,706%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.86M +$421K +15,225 +17%
BCM
13
Brookstone Capital Management
Illinois
$2.75M +$2.75M +99,637 New
RWP
14
RWA Wealth Partners
Massachusetts
$2.36M +$91.4K +3,309 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.29M +$1.74M +62,844 +316%
WP
16
WealthSource Partners
California
$2.28M +$1.12M +40,418 +96%
PI
17
PFS Investments
Georgia
$2.18M +$840K +30,421 +63%
LPL Financial
18
LPL Financial
California
$1.92M +$187K +6,780 +11%
Citadel Advisors
19
Citadel Advisors
Florida
$1.58M +$1.12M +40,675 +247%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.37M -$1.37M
CJA
21
C-J Advisory
California
$1.16M +$163K +5,897 +16%
EH
22
Equitable Holdings
New York
$1.11M +$1.11M +40,196 New
AIP
23
Ameritas Investment Partners
Nebraska
$1.08M +$50.8K +1,838 +5%
5L
24
55I LLC
Massachusetts
$986K +$986K +35,687 New
HHGA
25
Halbert Hargrove Global Advisors
California
$957K -$185K -6,699 -16%