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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$194M
2
BlackRock
2
BlackRock
New York
$133M
3
Bank of America
3
Bank of America
North Carolina
$720M
4
NL
4
NEPC LLC
Massachusetts
$9.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$215M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.38M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$20.9M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.5M
5
BIP
5
Blueprint Investment Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
26
Destination Wealth Management
California
$12.8M 271,879 +1,453 +0.5%
MIS
27
Morningstar Investment Services
Illinois
$12M 253,766 +5,399 +2%
FNWM
28
Financial Network Wealth Management
Utah
$10.1M 215,404 +16,809 +8%
NL
29
NEPC LLC
Massachusetts
$9.9M 209,950 +209,950 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$9.61M 203,771 +26,592 +15%
AF
31
Allworth Financial
California
$9.51M 201,580 +40,265 +25%
MML Investors Services
32
MML Investors Services
Massachusetts
$9.47M 200,797 +21,732 +12%
PAS
33
Park Avenue Securities
New York
$8.59M 182,179 +9,576 +6%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$8.55M 181,309 -3,379 -2%
WB
35
WesBanco Bank
West Virginia
$8.49M 179,966 +7,224 +4%
AC
36
Apella Capital
Connecticut
$8.3M 175,878 +175,878 New
UBS Group
37
UBS Group
Switzerland
$7.91M 167,777 -4,405 -3%
SC
38
Savant Capital
Illinois
$7.57M 160,436 +8,150 +5%
Truist Financial
39
Truist Financial
North Carolina
$7.08M 150,009 +5,160 +4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$6.87M 145,667 +3,710 +3%
PAMS
41
Pictet Asset Management (Switzerland)
Switzerland
$6.39M 135,482 +135,482 New
AI
42
Accredited Investors
Minnesota
$6.3M 133,612 +11,547 +9%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$6.15M 130,452 +22,718 +21%
FWI
44
Facet Wealth Inc
Maryland
$6.12M 131,552 +131,552 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.05M 128,224 +59,085 +85%
Wealthfront Advisers
46
Wealthfront Advisers
California
$5.84M 123,863 +14,928 +14%
DAS
47
Dynamic Advisor Solutions
Arizona
$5.52M 116,979 +14,215 +14%
MWM
48
Mascoma Wealth Management
New Hampshire
$4.67M 100,018 +35,525 +55%
AWA
49
Alaska Wealth Advisors
Alaska
$4.56M 96,701 +10,104 +12%
OWA
50
One Wealth Advisors
California
$4.52M 95,845 -20,864 -18%
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