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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$783M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$285M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$453M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.2M
5
MIS
5
Morningstar Investment Services
Illinois
$24.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.3M
2
BlackRock
2
BlackRock
New York
$118M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
OWA
5
One Wealth Advisors
California
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$15.7M 328,518 +16,423 +5%
SEI Investments
27
SEI Investments
Pennsylvania
$15M 314,798 +2,306 +0.7%
B
28
Barings
North Carolina
$14.5M 303,107 +27,030 +10%
AF
29
Allworth Financial
California
$14.2M 297,385 +10,345 +4%
UBS Group
30
UBS Group
Switzerland
$13M 273,285 +107,996 +65%
FNWM
31
Financial Network Wealth Management
Utah
$13M 272,715 +28,293 +12%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$12.4M 260,123 +40,783 +19%
DWM
33
Destination Wealth Management
California
$10.9M 229,361 -51,135 -18%
MML Investors Services
34
MML Investors Services
Massachusetts
$9.4M 196,805 -7,502 -4%
WB
35
WesBanco Bank
West Virginia
$9.08M 190,150 +8,830 +5%
SC
36
Savant Capital
Illinois
$8.86M 185,645 +2,497 +1%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$8.83M 185,000 +70,093 +61%
NL
38
NEPC LLC
Massachusetts
$8.74M 182,971 -26,979 -13%
FWI
39
Facet Wealth Inc
Maryland
$8.51M 180,342 +9,164 +5%
PAS
40
Park Avenue Securities
New York
$8.51M 178,216 -14,108 -7%
DL
41
DOHJ LLC
Washington
$8.48M 177,645 +177,645 New
AC
42
Apella Capital
Connecticut
$8.42M 177,835 -7,366 -4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$7.68M 160,861 +51,389 +47%
AI
44
Accredited Investors
Minnesota
$7.52M 157,454 +20,482 +15%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$7.52M 157,425 +9,262 +6%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$7.12M 149,240 -10,760 -7%
Truist Financial
47
Truist Financial
North Carolina
$7.09M 148,612 -4,837 -3%
DAS
48
Dynamic Advisor Solutions
Arizona
$6.94M 146,923 +16,242 +12%
Wealthfront Advisers
49
Wealthfront Advisers
California
$6.84M 143,278 +13,108 +10%
Pictet Asset Management
50
Pictet Asset Management
Switzerland
$6.47M 135,482 – –
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