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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
240
Holders Change
+37
Holders Change %
+18.23%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
121
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M
3
B
3
Barings
North Carolina
$13.1M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$55.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$50.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$201M
2
SC
2
Savant Capital
Illinois
$7.13M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.2M
4
BlackRock
4
BlackRock
New York
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$201M 8,585,760 -1,571,994 -15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M 6,595,606 +706,076 +12%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$55.5M 2,384,522 +300,691 +14%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.7M 2,179,597 +248,280 +13%
Wealthfront Advisers
5
Wealthfront Advisers
California
$41.6M 1,787,998 +175,204 +11%
Morgan Stanley
6
Morgan Stanley
New York
$35M 1,502,762 +850,587 +130%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$30.2M 1,297,558 -212,092 -14%
LPL Financial
8
LPL Financial
California
$20.5M 880,682 -11,344 -1%
AA
9
Acorns Advisers
California
$19.5M 836,657 +45,725 +6%
Fisher Asset Management
10
Fisher Asset Management
Washington
$19.4M 833,367 +18,215 +2%
Creative Planning
11
Creative Planning
Kansas
$18.8M 807,281 +71,830 +10%
Betterment LLC
12
Betterment LLC
New York
$14.4M 616,795 +17,080 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$13.5M 578,809 -141,723 -20%
BlackRock
14
BlackRock
New York
$13.3M 571,162 -145,786 -20%
B
15
Barings
North Carolina
$13.1M 563,514 +563,514 New
PAS
16
Park Avenue Securities
New York
$11M 472,813 +46,805 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.1M 434,117 +133,016 +44%
MML Investors Services
18
MML Investors Services
Massachusetts
$9.21M 395,595 +45,370 +13%
UBS Group
19
UBS Group
Switzerland
$9.02M 387,641 -8,263 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.27M 355,322 -19,367 -5%
I
21
IMPACTfolio
Colorado
$7.5M 322,400 -5,870 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$7.28M 312,761 +18,891 +6%
SC
23
Savant Capital
Illinois
$7.13M 306,333 -325,242 -51%
Bank of America
24
Bank of America
North Carolina
$7.01M 301,227 -16,942 -5%
OWA
25
One Wealth Advisors
California
$6.6M 283,614 +28,975 +11%
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