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iShares ESG Aware USD Corporate Bond ETF

120 hedge funds and large institutions have $474M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+34
Holders Change %
+39.53%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
49
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$220M 7,799,170 +1,840,230 +31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.8M 2,285,997 -606,301 -21%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$35.7M 1,288,876
BlackRock
4
BlackRock
New York
$32.1M 1,131,907 -14,138 -1%
PI
5
PFS Investments
Georgia
$8.74M 313,766 +107,448 +52%
Fisher Asset Management
6
Fisher Asset Management
Washington
$8.53M 301,103 +54,585 +22%
Bank of America
7
Bank of America
North Carolina
$8.33M 293,990 +20,987 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.64M 234,436 -42,796 -15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.7M 201,015 +56,500 +39%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.17M 182,527 +155,962 +587%
UBS Group
11
UBS Group
Switzerland
$4.23M 149,104 -606,628 -80%
BCM
12
Brookstone Capital Management
Illinois
$3.92M 138,160 +26,571 +24%
FI
13
FormulaFolio Investments
Michigan
$3.87M 136,696 +136,696 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.77M 132,948 +9,834 +8%
LPL Financial
15
LPL Financial
California
$3.19M 112,460 +44,397 +65%
RWP
16
RWA Wealth Partners
Massachusetts
$3.18M 112,201 +21,511 +24%
PG
17
Pendal Group
Australia
$2.76M 97,500 -50,000 -34%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.41M 85,018 -35,959 -30%
Citadel Advisors
19
Citadel Advisors
Florida
$2.22M 78,347 +51,024 +187%
WP
20
WealthSource Partners
California
$2.01M 70,962 -35,119 -33%
PAS
21
Park Avenue Securities
New York
$1.91M 67,352 +12,023 +22%
William Blair & Company
22
William Blair & Company
Illinois
$1.84M 65,049 +3,328 +5%
5L
23
55I LLC
Massachusetts
$1.78M 62,845 +14,907 +31%
RJA
24
Raymond James & Associates
Florida
$1.69M 59,455 +22,575 +61%
EH
25
Equitable Holdings
New York
$1.66M 58,632 -11,222 -16%