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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 %
ME
326
McIlrath & Eck
Washington
$54.6K -$141 -3 -0.3%
OLVIG
327
Oliver Lagore Vanvalin Investment Group
Michigan
$53.3K -$10.3K -218 -16%
SIS
328
Sound Income Strategies
Florida
$52K
HFS
329
HBC Financial Services
Washington
$51K
C
330
Covestor
United Kingdom
$48K -$15.3K -324 -24%
SS
331
Sunbelt Securities
Texas
$42K
LFA
332
LGT Financial Advisors
Texas
$39K +$235 +5 +0.6%
Bank of Montreal
333
Bank of Montreal
Ontario, Canada
$37.4K
WP
334
WealthShield Partners
North Carolina
$36.4K
DIP
335
DT Investment Partners
Pennsylvania
$33.5K +$19.3K +411 +137%
CA
336
Crewe Advisors
Utah
$26.1K +$5.93K +126 +29%
IGWM
337
ICA Group Wealth Management
Colorado
$25.9K +$8.24K +175 +47%
Citigroup
338
Citigroup
New York
$23.5K
RA
339
Rise Advisors
New York
$22.2K +$141 +3 +0.6%
APC
340
Aspire Private Capital
North Carolina
$20.7K -$941 -20 -4%
EWA
341
EverSource Wealth Advisors
Alabama
$19.9K
WTC
342
WhitTier Trust Company
Nevada
$19.6K
PG
343
Proffitt & Goodson
Tennessee
$17.1K +$2.45K +52 +17%
YAL
344
Your Advocates Ltd
Texas
$14.4K +$1.41K +30 +11%
AAG
345
Armstrong Advisory Group
Massachusetts
$13.8K
RIA
346
Realta Investment Advisors
Delaware
$11.6K +$11.6K +246 New
DSC
347
Duncker Streett & Co
Missouri
$10.4K +$10.4K +220 New
CAM
348
Clarity Asset Management
Iowa
$9.38K -$8.15K -173 -47%
FSWA
349
Financial Synergies Wealth Advisors
Texas
$8.83K +$3.76K +80 +74%
LFG
350
Larson Financial Group
Missouri
$7.91K