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iShares ESG Aware US Aggregate Bond ETF

397 hedge funds and large institutions have $3.01B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
197
Reduced
95
Closed
31
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Market Value Shares Shares
Change
Shares
Change %
GWSG
351
GPS Wealth Strategies Group
Colorado
$49.1K 1,057 +230 +28%
ME
352
McIlrath & Eck
Washington
$48.5K 1,044 -174 -14%
AGWCA
353
Annis Gardner Whiting Capital Advisors
Florida
$45K 969 -64 -6%
T
354
Transce3nd
Texas
$43.5K 937 +937 New
OLVIG
355
Oliver Lagore Vanvalin Investment Group
Michigan
$37.9K 816 -181 -18%
CA
356
Crewe Advisors
Utah
$36.8K 793 +229 +41%
DIP
357
DT Investment Partners
Pennsylvania
$33K 711
AAG
358
Armstrong Advisory Group
Massachusetts
$32.2K 693 -1,093 -61%
RMP
359
Richards, Merrill & Peterson
Washington
$29.9K 644 +644 New
GWM
360
Geneos Wealth Management
Colorado
$28.3K 610 +20 +3%
CAS
361
Coppell Advisory Solutions
Texas
$25.5K 549 +257 +88%
PWA
362
Physician Wealth Advisors
Utah
$25.5K 548 +548 New
PG
363
Proffitt & Goodson
Tennessee
$25.2K 543 +140 +35%
M
364
MOTCO
Texas
$24.5K 528 +528 New
KFP
365
Keener Financial Planning
Texas
$23K 510 -40 -7%
WCM
366
WealthTrak Capital Management
Virginia
$22.8K 491 +491 New
CA
367
CoreCap Advisors
Michigan
$22.4K 482 -674 -58%
C
368
Covestor
United Kingdom
$22K 463 -253 -35%
Bessemer Group
369
Bessemer Group
New Jersey
$21K 443 +443 New
RA
370
Rise Advisors
New York
$20.6K 444 -36 -8%
WTC
371
WhitTier Trust Company
Nevada
$19.4K 417
MFS
372
Mattson Financial Services
Michigan
$19K 391
LOIP
373
Live Oak Investment Partners
Texas
YAL
374
Your Advocates Ltd
Texas
$14.2K 306
IA
375
IFP Advisors
Florida
$13K 279