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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
4.99%
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 %
APW
51
Atlantic Private Wealth
North Carolina
$3.55M 73,947 +3,120 +4%
Creative Planning
52
Creative Planning
Kansas
$3.45M 71,762 +2,877 +4%
AWS
53
Atria Wealth Solutions
New York
$3.42M 71,148 +71,148 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$3.32M 69,139 +2,129 +3%
RBA
55
Richard Bernstein Advisors
New York
$3.32M 69,111 +13,193 +24%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.3M 68,657 +6,553 +11%
MWM
57
Mascoma Wealth Management
New Hampshire
$3.11M 64,493 +16,090 +33%
BC
58
Bartlett & Co
Ohio
$3.06M 63,585 +38 +0.1%
BCWM
59
Bartlett & Co Wealth Management
Ohio
$3.06M 63,585 +38 +0.1%
CT
60
Cambridge Trust
Massachusetts
$2.84M 59,147 -40,906 -41%
RFA
61
RTD Financial Advisors
Pennsylvania
$2.71M 56,394 +2,766 +5%
BIP
62
Blueprint Investment Partners
North Carolina
$2.69M 55,942 +55,942 New
TC
63
Trilogy Capital
California
$2.68M 55,712 +1,650 +3%
BPA
64
Beacon Pointe Advisors
California
$2.55M 53,142 +16,124 +44%
CHP
65
Cable Hill Partners
Oregon
$2.49M 51,842 +2,872 +6%
PA
66
Parkside Advisors
California
$2.45M 50,974 +22,446 +79%
WP
67
WealthSource Partners
California
$2.45M 50,952 +38,195 +299%
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$2.41M 50,085 -2,126 -4%
GWM
69
Grand Wealth Management
Michigan
$2.4M 49,877 -809 -2%
SA
70
Stewardship Advisors
Pennsylvania
$2.35M 48,969 -40,819 -45%
EGWAG
71
Elwood & Goetz Wealth Advisory Group
Georgia
$2.32M 48,239 +9,417 +24%
LSAG
72
Lake Street Advisors Group
New Hampshire
$2.28M 47,523 +224 +0.5%
Corient Private Wealth
73
Corient Private Wealth
Florida
$2.27M 47,311 +7,943 +20%
Prudential Financial
74
Prudential Financial
New Jersey
$2.15M 44,744 +44,744 New
RJT
75
Raymond James Trust
Florida
$2.14M 44,424 – –
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