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iShares ESG Aware US Aggregate Bond ETF

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
251
Advisornet Financial
Minnesota
$322K -$18.4K -392 -5%
SFG
252
SNS Financial Group
Minnesota
$320K +$19.4K +413 +6%
FFA
253
Farther Finance Advisors
California
$313K -$4.94K -106 -2%
SQA
254
Simon Quick Advisors
New Jersey
$307K
BFG
255
Buttonwood Financial Group
Missouri
$307K +$76.6K +1,627 +33%
BFG
256
Beacon Financial Group
Texas
$303K +$303K +6,428 New
OWM
257
Opes Wealth Management
California
$302K +$19.8K +420 +7%
MWM
258
Mission Wealth Management
California
$301K +$301K +6,391 New
DP
259
Denver PWM
Colorado
$295K +$295K +6,317 New
AG
260
Ascent Group
Virginia
$288K -$141 -3 -0%
FI
261
Financial Insights
Washington
$287K
EC
262
Estate Counselors
Wisconsin
$280K -$391K -8,300 -58%
CWM
263
Centurion Wealth Management
Virginia
$278K +$8.8K +187 +3%
SWM
264
Spire Wealth Management
Virginia
$278K +$15K +318 +6%
TCA
265
Transcend Capital Advisors
New Jersey
$278K +$67.2K +1,429 +32%
TIA
266
Traphagen Investment Advisors
New Jersey
$277K +$43.4K +923 +19%
JC
267
JB Capital
Connecticut
$274K +$17.7K +377 +7%
SRWM
268
Shira Ridge Wealth Management
California
$273K +$273K +5,804 New
SWPG
269
Strategic Wealth Partners Group
Illinois
$272K
USCWA
270
U.S. Capital Wealth Advisors
Texas
$271K -$9.79K -208 -3%
OWMIAS
271
One Wealth Management Investment & Advisory Services
Florida
$270K -$93.5K -1,986 -26%
Pathstone Holdings
272
Pathstone Holdings
New Jersey
$269K +$48.7K +1,034 +22%
FCIM
273
Fairview Capital Investment Management
California
$268K +$58.8K +1,250 +28%
HBT
274
Hills Bank & Trust
Iowa
$268K +$55.3K +1,175 +26%
CFGS
275
Concourse Financial Group Securities
Alabama
$267K +$3.67K +78 +1%