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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 %
JSW
301
Journey Strategic Wealth
New Jersey
$205K +$205K +4,365 New
DI
302
DDFG Inc
California
$205K -$9.41K -200 -4%
FA
303
Fountainhead AM
New Jersey
$205K +$2.92K +62 +1%
FNB
304
Farmers National Bank
Kentucky
$203K +$203K +4,313 New
Qube Research & Technologies (QRT)
305
Qube Research & Technologies (QRT)
United Kingdom
$202K +$57.4K +1,219 +40%
HWM
306
Horizons Wealth Management
North Carolina
$202K
Comerica Bank
307
Comerica Bank
Texas
$190K -$15.3K -326 -7%
JWA
308
JFS Wealth Advisors
Pennsylvania
$182K -$5.51K -117 -3%
PTC
309
Private Trust Company
Ohio
$168K
TWC
310
TD Waterhouse Canada
Ontario, Canada
$149K +$18.2K +314 +14%
S
311
SignatureFD
Georgia
$148K +$28.7K +610 +24%
SC
312
Stephens Consulting
Michigan
$146K -$20.8K -443 -13%
PS
313
Principal Securities
Iowa
$145K -$2.49K -53 -2%
SWM
314
Sugarloaf Wealth Management
Georgia
$142K -$12.5K -265 -8%
CA
315
Continuum Advisory
Idaho
$121K +$121K +2,618 New
FHA
316
First Horizon Advisors
Tennessee
$109K -$36.5K -775 -25%
SMFG
317
Sumitomo Mitsui Financial Group
Japan
$103K
SA
318
Scarborough Advisors
Maryland
$99.4K +$3.62K +77 +4%
GRP
319
Global Retirement Partners
California
$96.2K +$28.5K +606 +42%
William Blair & Company
320
William Blair & Company
Illinois
$80.2K -$25.4K -539 -24%
GC
321
Gould Capital
Washington
$77.8K +$23.8K +506 +44%
PCMC
322
Private Capital Management (Colorado)
Colorado
$72.1K
BNP Paribas Financial Markets
323
BNP Paribas Financial Markets
France
$70.9K +$19.9K +423 +39%
AGWCA
324
Annis Gardner Whiting Capital Advisors
Florida
$61.7K -$10.4K -220 -14%
CA
325
CoreCap Advisors
Michigan
$56.4K +$56.4K +1,198 New