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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 %
HFS
276
HBC Financial Services
Washington
$53K 1,115
EWM
277
Endurance Wealth Management
Rhode Island
$50K 1,031
GC
278
Gould Capital
Washington
$47.9K 997 +92 +10%
CFGS
279
Concourse Financial Group Securities
Alabama
$44.6K 928 +928 New
SS
280
Sunbelt Securities
Texas
$42.7K 893 +893 New
MAWA
281
Moss Adams Wealth Advisors
Washington
$40K 833 -1,678 -67%
WP
282
WealthShield Partners
North Carolina
$36.1K 751 +751 New
AAS
283
Ameritas Advisory Services
Nebraska
$34.2K 713 +713 New
AAG
284
Armstrong Advisory Group
Massachusetts
$30K 625 -501 -44%
Citigroup
285
Citigroup
New York
$28.8K 600
IA
286
IFP Advisors
Florida
$25.3K 506 -6,271 -93%
SWG
287
Summit Wealth Group
Vermont
$25K 1,211,977 +1,185,124 +4,413%
RA
288
Rise Advisors
New York
$21.9K 455 +2 +0.4%
CA
289
Crewe Advisors
Utah
$20.2K 420
APC
290
Aspire Private Capital
North Carolina
$19.2K 400 +400 New
BNP Paribas Financial Markets
291
BNP Paribas Financial Markets
France
$16.1K 336 +336 New
VCM
292
Vigilant Capital Management
Maine
$16K 330
LOIP
293
Live Oak Investment Partners
Texas
Commonwealth Equity Services
294
Commonwealth Equity Services
Massachusetts
$11.9K 247,904 +20,034 +9%
DIP
295
DT Investment Partners
Pennsylvania
$9.8K 206 +56 +37%
PG
296
Proffitt & Goodson
Tennessee
$8.46K 176 +32 +22%
HS
297
Horan Securities
United States
$7.62K 158 -872 -85%
PP
298
Pacifica Partners
Canada
$5.98K 124
FSWA
299
Financial Synergies Wealth Advisors
Texas
$5.98K 124 +16 +15%
HI
300
Horizon Investments
North Carolina
$5.6K 117 +117 New