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iShares ESG Aware USD Corporate Bond ETF

241 hedge funds and large institutions have $854M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 140 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
140
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$181M 7,874,229 +1,278,623 +19%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$60.5M 2,631,577 +247,055 +10%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$53.2M 2,314,871 +135,274 +6%
Ameriprise
4
Ameriprise
Minnesota
$48.7M 2,123,534 -6,462,226 -75%
Wealthfront Advisers
5
Wealthfront Advisers
California
$47.3M 2,056,080 +268,082 +15%
B
6
Barings
North Carolina
$24.1M 1,047,966 +484,452 +86%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$22.8M 991,100 -306,458 -24%
Fisher Asset Management
8
Fisher Asset Management
Washington
$21.5M 934,334 +100,967 +12%
Creative Planning
9
Creative Planning
Kansas
$21.4M 930,657 +123,376 +15%
LPL Financial
10
LPL Financial
California
$21.3M 927,119 +46,437 +5%
AA
11
Acorns Advisers
California
$20.7M 898,392 +61,735 +7%
Morgan Stanley
12
Morgan Stanley
New York
$20.3M 883,919 -618,843 -41%
Betterment LLC
13
Betterment LLC
New York
$15.4M 670,565 +53,770 +9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$13.7M 596,383 +283,622 +91%
PAS
15
Park Avenue Securities
New York
$12.5M 544,861 +72,048 +15%
MML Investors Services
16
MML Investors Services
Massachusetts
$10.6M 462,512 +66,917 +17%
BlackRock
17
BlackRock
New York
$10.5M 457,893 -113,269 -20%
UBS Group
18
UBS Group
Switzerland
$9.39M 408,479 +20,838 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.14M 353,890 -1,432 -0.4%
I
20
IMPACTfolio
Colorado
$7.9M 343,427 +21,027 +7%
Wells Fargo
21
Wells Fargo
California
$7.73M 336,165 +54,215 +19%
OWA
22
One Wealth Advisors
California
$7.5M 326,221 +42,607 +15%
Bank of America
23
Bank of America
North Carolina
$7.43M 322,973 +21,746 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.95M 302,332 -131,785 -30%
SC
25
Savant Capital
Illinois
$5.96M 259,434 -46,899 -15%