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iShares ESG Aware USD Corporate Bond ETF

202 hedge funds and large institutions have $797M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
97
Reduced
59
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$201M 8,847,292 +158,285 +2%
Ameriprise
2
Ameriprise
Minnesota
$145M 6,430,811 +47,608 +0.7%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$48.3M 2,122,598 -43,300 -2%
Wealthfront Advisers
4
Wealthfront Advisers
California
$33.3M 1,462,422 +193,065 +15%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.4M 985,697 +877,394 +810%
Fisher Asset Management
6
Fisher Asset Management
Washington
$17.5M 768,857 +67,564 +10%
AA
7
Acorns Advisers
California
$17.1M 750,005 +66,986 +10%
BlackRock
8
BlackRock
New York
$16.3M 717,605 +133,968 +23%
SC
9
Savant Capital
Illinois
$15M 658,190 +5,821 +0.9%
Morgan Stanley
10
Morgan Stanley
New York
$14.6M 642,166 +91,639 +17%
Creative Planning
11
Creative Planning
Kansas
$13.8M 605,304 +70,590 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.7M 600,899 -7,555 -1%
Betterment LLC
13
Betterment LLC
New York
$13.2M 582,014 +101,833 +21%
LPL Financial
14
LPL Financial
California
$12.2M 537,266 +85,978 +19%
Jane Street
15
Jane Street
New York
$12M 528,147 +428,108 +428%
PAS
16
Park Avenue Securities
New York
$11M 485,606 +16,463 +4%
MML Investors Services
17
MML Investors Services
Massachusetts
$9.36M 411,501 +21,963 +6%
UBS Group
18
UBS Group
Switzerland
$8.46M 372,076 -5,568 -1%
PI
19
PFS Investments
Georgia
$7.92M 348,158 -4,164 -1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$7.49M 329,572 +2,212 +0.7%
I
21
IMPACTfolio
Colorado
$7.11M 312,796 -6,116 -2%
Bank of America
22
Bank of America
North Carolina
$7.08M 311,320 +3,571 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.92M 304,260 +24,366 +9%
Wells Fargo
24
Wells Fargo
California
$4.5M 198,068 +27,408 +16%
AWS
25
Atria Wealth Solutions
New York
$4.42M 194,443 +2,246 +1%