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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$209M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
BlackRock
3
BlackRock
New York
$125M
4
Wells Fargo
4
Wells Fargo
California
$35.3M
5
Jane Street
5
Jane Street
New York
$36.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
Franklin Resources
2
Franklin Resources
California
$536K
3
DWA
3
Divergent Wealth Advisors
Utah
$3.76M
4
RCS
4
Retirement Capital Strategies
California
$0
5
CT
5
Cambridge Trust
Massachusetts
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
MIS
26
Morningstar Investment Services
Illinois
$11.9M 248,367 -3,275 -1%
SWM
27
SigFig Wealth Management
California
$10.6M 221,098 +73,470 +50%
FNWM
28
Financial Network Wealth Management
Utah
$9.54M 198,595 +4,541 +2%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$8.88M 184,688 +5,901 +3%
MML Investors Services
30
MML Investors Services
Massachusetts
$8.61M 179,065 +136,393 +320%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$8.52M 177,179 +473 +0.3%
WB
32
WesBanco Bank
West Virginia
$8.3M 172,742 +16,609 +11%
PAS
33
Park Avenue Securities
New York
$8.3M 172,603 +161,858 +1,506%
UBS Group
34
UBS Group
Switzerland
$8.28M 172,182 +26,649 +18%
AF
35
Allworth Financial
California
$7.75M 161,315 +34,565 +27%
SC
36
Savant Capital
Illinois
$7.32M 152,286 +21,588 +17%
Truist Financial
37
Truist Financial
North Carolina
$6.96M 144,849 +2,580 +2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$6.82M 141,957 +121,311 +588%
AI
39
Accredited Investors
Minnesota
$5.87M 122,065 +15,748 +15%
OWA
40
One Wealth Advisors
California
$5.61M 116,709 +77,202 +195%
Wealthfront Advisers
41
Wealthfront Advisers
California
$5.24M 108,935 +5,310 +5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$5.18M 107,734 +11,765 +12%
DAS
43
Dynamic Advisor Solutions
Arizona
$4.94M 102,764 +5,676 +6%
PP
44
Prudential plc
United Kingdom
$4.81M 100,000 – –
HighTower Advisors
45
HighTower Advisors
Illinois
$4.35M 90,531 +933 +1%
AWA
46
Alaska Wealth Advisors
Alaska
$4.16M 86,597 +1,013 +1%
Mariner
47
Mariner
Kansas
$3.92M 81,622 +32,535 +66%
DWA
48
Divergent Wealth Advisors
Utah
$3.76M 78,209 -89,627 -53%
OFG
49
Omega Financial Group
California
$3.75M 77,988 +3,742 +5%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$3.61M 75,170 +14,039 +23%
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