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iShares ESG Aware US Aggregate Bond ETF

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFG
376
Beacon Financial Group
Texas
-6,428 Closed
MWM
377
Mission Wealth Management
California
-6,391 Closed
SWM
378
Spire Wealth Management
Virginia
-5,906 Closed
SFG
379
Sage Financial Group
Pennsylvania
-5,135 Closed
HWMA
380
Heritage Wealth Management (Arizona)
Arizona
-4,951 Closed
WF
381
Williams Financial
Vermont
-4,789 Closed
LA
382
Lane & Associates
New Jersey
-4,750 Closed
CC
383
Copperleaf Capital
North Carolina
-4,748 Closed
JSW
384
Journey Strategic Wealth
New Jersey
-4,365 Closed
FA
385
Fountainhead AM
New Jersey
-4,361 Closed
Qube Research & Technologies (QRT)
386
Qube Research & Technologies (QRT)
United Kingdom
-4,290 Closed
IGWM
387
ICA Group Wealth Management
Colorado
-550 Closed
APC
388
Aspire Private Capital
North Carolina
-439 Closed
DSC
389
Duncker Streett & Co
Missouri
-220 Closed
FSWA
390
Financial Synergies Wealth Advisors
Texas
-188 Closed
FGAM
391
Financial Gravity Asset Management
Texas
-117 Closed
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
-57 Closed
SRCM
393
Signature Resources Capital Management
California
-29 Closed
SAM
394
Smartleaf Asset Management
Massachusetts