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iShares ESG Aware USD Corporate Bond ETF

247 hedge funds and large institutions have $948M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
247
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
129
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$190M 7,978,652 +27,004 +0.3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$75.1M 3,155,431 +301,467 +11%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$63.7M 2,676,828 +18,770 +0.7%
Wealthfront Advisers
4
Wealthfront Advisers
California
$56.9M 2,390,402 +92,884 +4%
Ameriprise
5
Ameriprise
Minnesota
$41.8M 1,755,340 -199,841 -10%
B
6
Barings
North Carolina
$38.4M 1,615,502 +514,224 +47%
LPL Financial
7
LPL Financial
California
$27.9M 1,174,656 +67,582 +6%
Betterment LLC
8
Betterment LLC
New York
$27.4M 1,151,876 +114,919 +11%
Morgan Stanley
9
Morgan Stanley
New York
$25.5M 1,072,674 +76,668 +8%
Creative Planning
10
Creative Planning
Kansas
$23.9M 1,006,370 +26,588 +3%
AA
11
Acorns Advisers
California
$23.2M 974,013 +21,472 +2%
Fisher Asset Management
12
Fisher Asset Management
Washington
$19.9M 835,668 -204,523 -20%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$17.4M 731,472 -175,368 -19%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$14.7M 618,252 +25,148 +4%
PAS
15
Park Avenue Securities
New York
$13.5M 567,026 +8,040 +1%
UBS Group
16
UBS Group
Switzerland
$10.7M 449,325 +32,580 +8%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$9.91M 416,395 +90,734 +28%
MML Investors Services
18
MML Investors Services
Massachusetts
$9.68M 407,008 -20,429 -5%
Wells Fargo
19
Wells Fargo
California
$9.55M 401,411 +16,409 +4%
I
20
IMPACTfolio
Colorado
$9.22M 387,517 +7,824 +2%
Bank of America
21
Bank of America
North Carolina
$7.85M 330,003 +2,452 +0.7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.81M 328,274 -15,054 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.69M 323,035 +7,904 +3%
OWA
24
One Wealth Advisors
California
$7.53M 316,452 +316,452 New
Financial Engines Advisors
25
Financial Engines Advisors
California
$6.68M 280,828 +3,079 +1%