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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.74B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 24 closing their positions.

Holders
264
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
132
Reduced
65
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$614M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$102M
3
BlackRock
3
BlackRock
New York
$87.2M
4
Ameriprise
4
Ameriprise
Minnesota
$58M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$265M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$51.6M
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$25.1M
3
Jane Street
3
Jane Street
New York
$18.7M
4
OWA
4
One Wealth Advisors
California
$1.59M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$691K
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
51
Bartlett & Co Wealth Management
Ohio
$3.05M 65,759 +1,373 +2%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M 63,111 +8,246 +15%
TC
53
Trilogy Capital
California
$2.61M 56,112 +1,369 +3%
RBA
54
Richard Bernstein Advisors
New York
$2.53M 54,454 +27,534 +102%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$2.43M 52,211 +28,740 +122%
GI
56
Gradient Investments
Minnesota
$2.3M 49,453 +49,453 New
PA
57
Parkside Advisors
California
$2.23M 48,008 +2,818 +6%
CHP
58
Cable Hill Partners
Oregon
$2.21M 47,501 +2,498 +6%
RFA
59
RTD Financial Advisors
Pennsylvania
$2.19M 47,228 -2,945 -6%
LSAG
60
Lake Street Advisors Group
New Hampshire
$2.18M 46,888 +3,524 +8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$2.16M 46,523 -1,039 -2%
RJT
62
Raymond James Trust
Florida
$2.15M 46,370 +461 +1%
GWM
63
Grand Wealth Management
Michigan
$2.11M 45,442 +5,314 +13%
BPA
64
Beacon Pointe Advisors
California
$1.8M 38,687 +6,282 +19%
MWM
65
Mascoma Wealth Management
New Hampshire
$1.78M 38,216 +1,714 +5%
EGWAG
66
Elwood & Goetz Wealth Advisory Group
Georgia
$1.73M 37,221 -2,140 -5%
Mariner
67
Mariner
Kansas
$1.7M 36,685 +24,143 +192%
FG
68
Foster Group
Iowa
$1.62M 34,800 +622 +2%
OWA
69
One Wealth Advisors
California
$1.59M 34,313 -96,030 -74%
BAM
70
Baldrige Asset Management
Pennsylvania
$1.55M 33,331 +7,631 +30%
LRWA
71
Long Run Wealth Advisors
New York
$1.54M 33,155 +1,600 +5%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.53M 32,871 +5,620 +21%
SHGA
73
Sand Hill Global Advisors
California
$1.49M 32,170 +32,170 New
JFA
74
JNBA Financial Advisors
Minnesota
$1.4M 30,094 +4,529 +18%
HWM
75
Hemington Wealth Management
Virginia
$1.37M 29,535 -10,720 -27%
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