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iShares ESG Aware US Aggregate Bond ETF

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
251
AE Wealth Management
Kansas
$318K 6,829 -143 -2%
SB
252
Strategic Blueprint
Georgia
$316K 6,781 -810 -11%
BFG
253
Buttonwood Financial Group
Missouri
$312K 6,747 +225 +3%
B
254
Birchbrook
Maine
$310K 6,648 -514 -7%
WCFA
255
Walkner Condon Financial Advisors
Wisconsin
$309K 6,622 -549 -8%
OWM
256
Opes Wealth Management
California
$304K 6,527 +100 +2%
CAM
257
Cresset Asset Management
Illinois
$297K 6,369 +6,369 New
EC
258
Estate Counselors
Wisconsin
$295K 6,325 +375 +6%
PAG
259
Private Advisor Group
New Jersey
$292K 6,269 -3,721 -37%
JF
260
JSF Financial
California
$292K 6,254 +1,264 +25%
AG
261
Ascent Group
Virginia
$285K 6,120 -1 -0%
CFFNO
262
Common Fund For Nonprofit Organizations
Connecticut
$285K 6,104 +615 +11%
EPP
263
ETF Portfolio Partners
Kansas
$282K 6,042 -8,573 -59%
HBT
264
Hills Bank & Trust
Iowa
$280K 6,013 +328 +6%
FCIM
265
Fairview Capital Investment Management
California
$277K 5,950 +250 +4%
FA
266
Fermata Advisors
California
$276K 5,919 -5,234 -47%
S
267
SignatureFD
Georgia
$271K 5,822 +2,682 +85%
BBA
268
Braun-Bostich & Associates
Pennsylvania
$269K 5,772 +5,772 New
SF
269
SWP Financial
California
$266K 5,698 +658 +13%
SOAG
270
Silver Oak Advisory Group
Oregon
$264K 5,664 +5,664 New
AFG
271
ABLE Financial Group
Arizona
$258K 5,541 +5,541 New
SQA
272
Simon Quick Advisors
New Jersey
$255K 5,481 -1,047 -16%
OC
273
Oakworth Capital
Alabama
$255K 5,477
TIA
274
Traphagen Investment Advisors
New Jersey
$255K 5,474 -420 -7%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$251K 5,392 -368 -6%