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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$899M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M
4
LPL Financial
4
LPL Financial
California
$73.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77.1M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28.2M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$327M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$15.7M 338,397 -157,693 -32%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$15.1M 325,591 +18,352 +6%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$14.8M 318,192 +1,827 +0.6%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$14.3M 307,821 +44,682 +17%
UBS Group
30
UBS Group
Switzerland
$13.9M 299,631 -9,739 -3%
DWM
31
Destination Wealth Management
California
$12.9M 278,431 +9,159 +3%
SC
32
Savant Capital
Illinois
$11.5M 248,195 +21,365 +9%
Morgan Stanley
33
Morgan Stanley
New York
$11.2M 240,752 +390 +0.2%
DL
34
DOHJ LLC
Washington
$10.5M 226,252 +20,666 +10%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$10.4M 224,332 +56,642 +34%
FWI
36
Facet Wealth Inc
Maryland
$10.1M 215,456 +6,297 +3%
WB
37
WesBanco Bank
West Virginia
$10M 215,262 +7,134 +3%
Mariner
38
Mariner
Kansas
$9.99M 215,186 +30,662 +17%
Osaic Holdings
39
Osaic Holdings
Arizona
$9.48M 204,101 -10,966 -5%
JAA
40
Joel Adams & Associates
North Carolina
$9.45M 203,471 +203,471 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$9.45M 203,417 +11,404 +6%
Financial Engines Advisors
42
Financial Engines Advisors
California
$9.36M 201,647 +59,682 +42%
AC
43
Apella Capital
Connecticut
$9.02M 194,311 +7,220 +4%
WIA
44
World Investment Advisors
California
$8.71M 187,614 -2,682 -1%
AI
45
Accredited Investors
Minnesota
$8.63M 185,932 -2,988 -2%
MG
46
Mather Group
Illinois
$8.52M 183,380 +8,618 +5%
ACA
47
Affinity Capital Advisors
California
$8.48M 183,624 +6,735 +4%
GEM
48
Global Endowment Management
North Carolina
$8.35M 179,779 +179,779 New
Truist Financial
49
Truist Financial
North Carolina
$7.9M 170,138 +4,129 +2%
MWM
50
Mascoma Wealth Management
New Hampshire
$7.55M 162,622 -1,763 -1%
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