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iShares ESG Aware US Aggregate Bond ETF

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EFM
251
Eley Financial Management
Vermont
$214K 4,455 +4,455 New
ATWA
252
Arbor Trust Wealth Advisors
Michigan
$209K 4,346
LNC
253
Lincoln National Corp
Pennsylvania
$207K 4,301
KWM
254
Kingsview Wealth Management
Oregon
$202K 4,212 +4,212 New
BTI
255
Blue Trust Inc
Georgia
$198K 4,245
MFC
256
Morris Financial Concepts
South Carolina
$194K 4,044 +4,044 New
SWPG
257
Strategic Wealth Partners Group
Illinois
$193K 3,994 +3,994 New
SWM
258
Spire Wealth Management
Virginia
$182K 3,780 -1,266 -25%
HWM
259
Horizons Wealth Management
North Carolina
$178K 3,706 +18 +0.5%
PTC
260
Private Trust Company
Ohio
$171K 3,563 +466 +15%
FHA
261
First Horizon Advisors
Tennessee
$146K 3,038 +3,038 New
AIM
262
Acropolis Investment Management
Missouri
$139K 2,900 -4,655 -62%
VWM
263
Venturi Wealth Management
Texas
$124K 2,587 +2,587 New
CAL
264
Capital Analysts LLC
Pennsylvania
$121K 2,512 +1,993 +384%
William Blair & Company
265
William Blair & Company
Illinois
$106K 2,213 +5 +0.2%
SMFG
266
Sumitomo Mitsui Financial Group
Japan
$106K 2,196
FFA
267
Farther Finance Advisors
California
$105K 2,195 +2,053 +1,446%
BAM
268
Belpointe Asset Management
Nevada
$89K 1,851 +198 +12%
GRP
269
Global Retirement Partners
California
$70.7K 1,466 -455 -24%
4FG
270
4Thought Financial Group
New York
$64.3K 1,338 +76 +6%
FCA
271
Fortis Capital Advisors
Kansas
$61.8K 1,285
ME
272
McIlrath & Eck
Washington
$61.4K 1,277 -1,355 -51%
C
273
Covestor
United Kingdom
$59K 1,227 +150 +14%
OLVIG
274
Oliver Lagore Vanvalin Investment Group
Michigan
$58.9K 1,225 +1,209 +7,556%
S
275
SignatureFD
Georgia
$58.7K 1,222