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iShares ESG Aware USD Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $566M → $621M (+$55M)

1% more funds holding

Funds holding: 154155 (+1)

0.44% more ownership

Funds ownership: 66.95%67.39% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.61%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$244M +$57.6M +2,431,715 +30%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$96.3M +$28.1M +1,184,094 +40%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$47.2M -$2.44M -103,096 -5%
Wealthfront Advisers
4
Wealthfront Advisers
California
$21.1M +$3.08M +129,830 +17%
BlackRock
5
BlackRock
New York
$15.7M -$456K -19,238 -3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$13M +$488K +20,598 +4%
AA
7
Acorns Advisers
California
$10.9M +$1.73M +72,957 +18%
Creative Planning
8
Creative Planning
Kansas
$10.4M +$1.02M +42,837 +11%
PI
9
PFS Investments
Georgia
$8.72M -$500K -21,078 -5%
Betterment LLC
10
Betterment LLC
New York
$8.67M -$390K -16,448 -4%
UBS Group
11
UBS Group
Switzerland
$8.32M +$508K +21,425 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.86M +$1.43M +60,137 +22%
I
13
IMPACTfolio
Colorado
$7.24M +$657K +27,708 +10%
Bank of America
14
Bank of America
North Carolina
$7.1M -$247K -10,412 -3%
BCM
15
Brookstone Capital Management
Illinois
$5.87M -$519K -21,910 -8%
LPL Financial
16
LPL Financial
California
$5.26M +$299K +12,636 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.85M +$1.63M +68,888 +49%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.44M +$1.3M +54,860 +40%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.42M -$780K -32,914 -15%
PAS
20
Park Avenue Securities
New York
$4.28M +$1.16M +48,769 +36%
OWA
21
One Wealth Advisors
California
$4.08M +$2.94M +124,158 +239%
EB
22
Eastern Bank
Massachusetts
$3.71M +$3.8M +160,152 New
Morgan Stanley
23
Morgan Stanley
New York
$3.56M +$889K +37,493 +32%
Wells Fargo
24
Wells Fargo
California
$3.5M -$897K -37,863 -20%
WB
25
WesBanco Bank
West Virginia
$2.63M +$113K +4,755 +4%