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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $922M invested in iShares ESG Aware USD Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
110
Reduced
92
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$39.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$77.8M
3
Betterment LLC
3
Betterment LLC
New York
$30.7M
4
Raymond James Financial
4
Raymond James Financial
Florida
$4.33M
5
SG
5
Stanich Group
New York
$3.33M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M
2
B
2
Barings
North Carolina
$30M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.6M
4
MIS
4
Morningstar Investment Services
Illinois
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$57.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M 7,483,062 -495,590 -6%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$77.8M 3,424,679 +269,248 +9%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$57.5M 2,532,070 -144,758 -5%
Wealthfront Advisers
4
Wealthfront Advisers
California
$54.1M 2,381,201 -9,201 -0.4%
LPL Financial
5
LPL Financial
California
$39.5M 1,738,960 +564,304 +48%
Ameriprise
6
Ameriprise
Minnesota
$38.4M 1,690,905 -64,435 -4%
Betterment LLC
7
Betterment LLC
New York
$30.7M 1,349,465 +197,589 +17%
B
8
Barings
North Carolina
$30M 1,318,969 -296,533 -18%
Creative Planning
9
Creative Planning
Kansas
$24.6M 1,081,934 +75,564 +8%
Morgan Stanley
10
Morgan Stanley
New York
$24.3M 1,069,786 -2,888 -0.3%
AA
11
Acorns Advisers
California
$23.7M 1,043,727 +69,714 +7%
Fisher Asset Management
12
Fisher Asset Management
Washington
$20.1M 885,516 +49,848 +6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$13.5M 593,512 -24,740 -4%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$12.6M 554,120 -177,352 -24%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$11.9M 525,674 +109,279 +26%
PAS
16
Park Avenue Securities
New York
$11.8M 521,308 -45,718 -8%
Wells Fargo
17
Wells Fargo
California
$9.51M 418,415 +17,004 +4%
I
18
IMPACTfolio
Colorado
$9.29M 408,888 +21,371 +6%
UBS Group
19
UBS Group
Switzerland
$9.2M 404,834 -44,491 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.22M 362,013 +38,978 +12%
MML Investors Services
21
MML Investors Services
Massachusetts
$7.95M 350,072 -56,936 -14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.22M 317,885 -10,389 -3%
Bank of America
23
Bank of America
North Carolina
$6.9M 303,517 -26,486 -8%
Financial Engines Advisors
24
Financial Engines Advisors
California
$6.55M 288,121 +7,293 +3%
OWA
25
One Wealth Advisors
California
$6.51M 286,487 -29,965 -9%
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