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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

203 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
92
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$221M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$45.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$42M
4
LPL Financial
4
LPL Financial
California
$19.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$128M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$32.9M
3
Jane Street
3
Jane Street
New York
$2.23M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$853K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$221M 10,157,754 +3,726,943 +58%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M 5,889,530 -2,957,762 -33%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$45.3M 2,083,831 +2,083,831 New
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$42M 1,931,317 +945,620 +96%
Wealthfront Advisers
5
Wealthfront Advisers
California
$35.1M 1,612,794 +150,372 +10%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$32.9M 1,509,650 -612,948 -29%
LPL Financial
7
LPL Financial
California
$19.4M 892,026 +354,760 +66%
Fisher Asset Management
8
Fisher Asset Management
Washington
$17.7M 815,152 +46,295 +6%
AA
9
Acorns Advisers
California
$17.2M 790,932 +40,927 +5%
Creative Planning
10
Creative Planning
Kansas
$16M 735,451 +130,147 +22%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.7M 720,532 +119,633 +20%
BlackRock
12
BlackRock
New York
$15.6M 716,948 -657 -0.1%
Morgan Stanley
13
Morgan Stanley
New York
$14.2M 652,175 +10,009 +2%
SC
14
Savant Capital
Illinois
$13.7M 631,575 -26,615 -4%
Betterment LLC
15
Betterment LLC
New York
$13.1M 599,715 +17,701 +3%
PAS
16
Park Avenue Securities
New York
$9.27M 426,008 -59,598 -12%
UBS Group
17
UBS Group
Switzerland
$8.61M 395,904 +23,828 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.15M 374,689 +329,072 +721%
MML Investors Services
19
MML Investors Services
Massachusetts
$7.62M 350,225 -61,276 -15%
I
20
IMPACTfolio
Colorado
$7.14M 328,270 +15,474 +5%
Bank of America
21
Bank of America
North Carolina
$6.92M 318,169 +6,849 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.55M 301,101 -3,159 -1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$6.39M 293,870 -35,702 -11%
OWA
24
One Wealth Advisors
California
$5.54M 254,639 +73,569 +41%
Wells Fargo
25
Wells Fargo
California
$4.75M 218,324 +20,256 +10%
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