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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 %
LFA
301
LGT Financial Advisors
Texas
$36.8K 813 +813 New
WP
302
WealthShield Partners
North Carolina
$35K 773 +22 +3%
CAS
303
Coppell Advisory Solutions
Texas
$35K 749 +489 +188%
Citigroup
304
Citigroup
New York
$27.2K 600
APC
305
Aspire Private Capital
North Carolina
$21.3K 470 +70 +18%
RA
306
Rise Advisors
New York
$21K 463 +4 +0.9%
CA
307
Crewe Advisors
Utah
$19.4K 428 +8 +2%
AAG
308
Armstrong Advisory Group
Massachusetts
$14.6K 322 +43 +15%
LOIP
309
Live Oak Investment Partners
Texas
PG
310
Proffitt & Goodson
Tennessee
$12K 265 +45 +20%
BCM
311
Bourgeon Capital Management
Connecticut
$9.51K 210 +65 +45%
DIP
312
DT Investment Partners
Pennsylvania
$9.33K 206
LFG
313
Larson Financial Group
Missouri
$7.61K 168
FSWA
314
Financial Synergies Wealth Advisors
Texas
$6.91K 153 +12 +9%
GFPC
315
Global Financial Private Client
Florida
$6.41K 143
HI
316
Horizon Investments
North Carolina
$6.08K 135 +10 +8%
PP
317
Pacifica Partners
Canada
$5.56K 124
ACA
318
Aptus Capital Advisors
Alabama
$4.94K 109 +10 +10%
PWM
319
Provident Wealth Management
Tennessee
$4.67K 103
BWS
320
Buck Wealth Strategies
Colorado
$4.08K 90 +90 New
PAI
321
Pittenger & Anderson Inc
Nebraska
$2.31K 51
RCM
322
Raleigh Capital Management
North Carolina
$1.99K 44 +44 New
DJSG
323
D.J. St. Germain
Massachusetts
$1.45K 32 +32 New
LFA
324
Level Financial Advisors
New York
$815 18
CTWM
325
Cherry Tree Wealth Management
Minnesota
$771 17