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iShares ESG Aware USD Corporate Bond ETF

196 hedge funds and large institutions have $746M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
196
Holders Change
+14
Holders Change %
+7.69%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
107
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$200M 8,689,007 +3,350,673 +63%
Ameriprise
2
Ameriprise
Minnesota
$147M 6,383,203 -470,035 -7%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$49.8M 2,165,898 +428,533 +25%
Wealthfront Advisers
4
Wealthfront Advisers
California
$29.2M 1,269,357 +163,230 +15%
Fisher Asset Management
5
Fisher Asset Management
Washington
$16.1M 701,293 +44,234 +7%
AA
6
Acorns Advisers
California
$15.7M 683,019 +66,958 +11%
SC
7
Savant Capital
Illinois
$15M 652,369 +652,369 New
Osaic Holdings
8
Osaic Holdings
Arizona
$14M 608,454 +205,777 +51%
BlackRock
9
BlackRock
New York
$13.4M 583,637 +519,152 +805%
Morgan Stanley
10
Morgan Stanley
New York
$12.7M 550,527 +140,568 +34%
Creative Planning
11
Creative Planning
Kansas
$12.3M 534,714 +15,093 +3%
Betterment LLC
12
Betterment LLC
New York
$11.1M 480,181 +32,871 +7%
PAS
13
Park Avenue Securities
New York
$10.8M 469,143 +204,752 +77%
LPL Financial
14
LPL Financial
California
$10.4M 451,288 +142,146 +46%
MML Investors Services
15
MML Investors Services
Massachusetts
$8.97M 389,538 +141,744 +57%
UBS Group
16
UBS Group
Switzerland
$8.69M 377,644 +50,285 +15%
PI
17
PFS Investments
Georgia
$8.16M 352,322 +6,660 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$7.53M 327,360 +99,148 +43%
I
19
IMPACTfolio
Colorado
$7.34M 318,912 +11,068 +4%
Bank of America
20
Bank of America
North Carolina
$7.08M 307,749 +41,099 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.44M 279,894 +43,549 +18%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.07M 220,205 +22,062 +11%
AWS
23
Atria Wealth Solutions
New York
$4.42M 192,197 +74,590 +63%
Wells Fargo
24
Wells Fargo
California
$3.93M 170,660 -97,486 -36%
OWA
25
One Wealth Advisors
California
$3.81M 165,474 +52,283 +46%