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iShares ESG Aware USD Corporate Bond ETF

250 hedge funds and large institutions have $876M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 133 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
133
Reduced
61
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$181M 7,951,648 +77,419 +1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$64.8M 2,853,964 +539,093 +23%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$60.4M 2,658,058 +26,481 +1%
Wealthfront Advisers
4
Wealthfront Advisers
California
$52.2M 2,297,518 +241,438 +12%
Ameriprise
5
Ameriprise
Minnesota
$44.4M 1,955,181 -168,353 -8%
LPL Financial
6
LPL Financial
California
$25.2M 1,107,074 +179,955 +19%
B
7
Barings
North Carolina
$25M 1,101,278 +53,312 +5%
Fisher Asset Management
8
Fisher Asset Management
Washington
$23.6M 1,040,191 +105,857 +11%
Betterment LLC
9
Betterment LLC
New York
$23.6M 1,036,957 +366,392 +55%
Morgan Stanley
10
Morgan Stanley
New York
$22.6M 996,006 +112,087 +13%
Creative Planning
11
Creative Planning
Kansas
$22.3M 979,782 +49,125 +5%
AA
12
Acorns Advisers
California
$21.6M 952,541 +54,149 +6%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$20.6M 906,840 -84,260 -9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$13.5M 593,104 -3,279 -0.5%
PAS
15
Park Avenue Securities
New York
$12.7M 558,986 +14,125 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$9.71M 427,437 -35,075 -8%
UBS Group
17
UBS Group
Switzerland
$9.47M 416,745 +8,266 +2%
Wells Fargo
18
Wells Fargo
California
$8.75M 385,002 +48,837 +15%
I
19
IMPACTfolio
Colorado
$8.63M 379,693 +36,266 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.8M 343,328 -10,562 -3%
Bank of America
21
Bank of America
North Carolina
$7.44M 327,551 +4,578 +1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$7.4M 325,661 +84,411 +35%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.16M 315,131 +12,799 +4%
Financial Engines Advisors
24
Financial Engines Advisors
California
$6.31M 277,749 +22,483 +9%
AWS
25
Atria Wealth Solutions
New York
$5.2M 228,862 -3,194 -1%