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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

155 hedge funds and large institutions have $621M invested in iShares ESG Aware USD Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
74
Reduced
44
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$96.3M
3
EB
3
Eastern Bank
Massachusetts
$3.71M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$21.1M
5
OWA
5
One Wealth Advisors
California
$4.08M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$352K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.2M
3
5L
3
55I LLC
Massachusetts
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.01M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$244M 10,434,817 +2,431,715 +30%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$96.3M 4,158,125 +1,184,094 +40%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$47.2M 2,037,926 -103,096 -5%
Wealthfront Advisers
4
Wealthfront Advisers
California
$21.1M 912,381 +129,830 +17%
BlackRock
5
BlackRock
New York
$15.7M 677,675 -19,238 -3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$13M 560,446 +20,598 +4%
AA
7
Acorns Advisers
California
$10.9M 471,796 +72,957 +18%
Creative Planning
8
Creative Planning
Kansas
$10.4M 449,577 +42,837 +11%
PI
9
PFS Investments
Georgia
$8.73M 376,888 -21,078 -5%
Betterment LLC
10
Betterment LLC
New York
$8.67M 374,521 -16,448 -4%
UBS Group
11
UBS Group
Switzerland
$8.32M 359,416 +21,425 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.86M 339,368 +60,137 +22%
I
13
IMPACTfolio
Colorado
$7.24M 312,779 +27,708 +10%
Bank of America
14
Bank of America
North Carolina
$7.1M 306,719 -10,412 -3%
BCM
15
Brookstone Capital Management
Illinois
$5.87M 253,229 -21,910 -8%
LPL Financial
16
LPL Financial
California
$5.26M 227,183 +12,636 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.85M 209,536 +68,888 +49%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.44M 191,965 +54,860 +40%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.42M 191,063 -32,914 -15%
PAS
20
Park Avenue Securities
New York
$4.28M 184,752 +48,769 +36%
OWA
21
One Wealth Advisors
California
$4.08M 176,009 +124,158 +239%
EB
22
Eastern Bank
Massachusetts
$3.71M 160,152 +160,152 New
Morgan Stanley
23
Morgan Stanley
New York
$3.56M 153,863 +37,493 +32%
Wells Fargo
24
Wells Fargo
California
$3.5M 151,337 -37,863 -20%
WB
25
WesBanco Bank
West Virginia
$2.63M 113,452 +4,755 +4%
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