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iShares ESG Aware US Aggregate Bond ETF

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWM
226
Perigon Wealth Management
California
$335K 7,387 +7,387 New
FI
227
Financial Insights
Washington
$329K 7,399
RPSA
228
Richard P. Slaughter Associates
Texas
$327K 7,217 -6,487 -47%
SWPG
229
Strategic Wealth Partners Group
Illinois
$325K 7,175 +12 +0.2%
TFCP
230
Twin Focus Capital Partners
Massachusetts
$322K 7,100 -2,000 -22%
SHWM
231
Smith & Howard Wealth Management
Georgia
$319K 7,037 -2,327 -25%
1WM
232
1900 Wealth Management
Texas
$317K 7,003
SB
233
Strategic Blueprint
Georgia
$317K 7,000 +2,529 +57%
RFC
234
Regions Financial Corp
Alabama
$301K 6,646 -823 -11%
GM
235
GeoWealth Management
Illinois
$297K 6,570 +1,074 +20%
AG
236
Ascent Group
Virginia
$294K 6,514 +176 +3%
CG
237
Colony Group
Massachusetts
$288K 6,351 -8,026 -56%
SYBT
238
Stock Yards Bank & Trust
Kentucky
$288K 6,353 +6,353 New
HPM
239
Hoxton Planning & Management
West Virginia
$282K 6,216 +858 +16%
SWM
240
Spire Wealth Management
Virginia
$275K 6,062 +2,198 +57%
USCWA
241
U.S. Capital Wealth Advisors
Texas
$270K 5,968 +836 +16%
KAS
242
Kestra Advisory Services
Texas
$269K 5,943 +946 +19%
DP
243
Denver PWM
Colorado
$268K 5,958 +451 +8%
B
244
Bridgeworth
Alabama
$255K 5,621 +503 +10%
JC
245
JB Capital
Connecticut
$253K 5,582 +805 +17%
KFSC
246
Keystone Financial Services (Colorado)
Colorado
$252K 5,568 +678 +14%
OWM
247
Opes Wealth Management
California
$250K 5,527 +760 +16%
OC
248
Oakworth Capital
Alabama
$248K 5,477
RIA
249
Regal Investment Advisors
Michigan
$246K 5,423 +506 +10%
MFC
250
Morris Financial Concepts
South Carolina
$244K 5,391 +28 +0.5%