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iShares ESG Aware US Aggregate Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
CAN
51
Cetera Advisor Networks
California
$6.27M 131,271 +1,445 +1%
ACA
52
Affinity Capital Advisors
California
$6.19M 129,595 -907 -0.7%
BRIA
53
Balanced Rock Investment Advisors
Massachusetts
$6.14M 128,531 +128,531 New
OWA
54
One Wealth Advisors
California
$5.63M 117,862 -81,717 -41%
AWA
55
Alaska Wealth Advisors
Alaska
$5.36M 112,203 -735 -0.7%
MWM
56
Mascoma Wealth Management
New Hampshire
$5.13M 107,477 +4,640 +5%
HighTower Advisors
57
HighTower Advisors
Illinois
$4.76M 99,824 -23,787 -19%
RSWM
58
Robertson Stephens Wealth Management
California
$4.57M 95,627 +36,045 +60%
EWA
59
EP Wealth Advisors
California
$4.45M 93,282 +72,780 +355%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$4.28M 89,564 +34,914 +64%
AWS
61
Atria Wealth Solutions
New York
$4.02M 84,217 -3,547 -4%
APW
62
Atlantic Private Wealth
North Carolina
$3.76M 78,856 -944 -1%
HPFG
63
Hart & Patterson Financial Group
Massachusetts
$3.75M 78,479 +78,479 New
US Bancorp
64
US Bancorp
Minnesota
$3.69M 77,323 +11,273 +17%
Creative Planning
65
Creative Planning
Kansas
$3.62M 75,768 -2,494 -3%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.59M 75,287 +8,226 +12%
SA
67
Stewardship Advisors
Pennsylvania
$3.58M 74,946 -9,448 -11%
GWM
68
Grand Wealth Management
Michigan
$3.41M 71,459 +19,918 +39%
Mariner
69
Mariner
Kansas
$3.23M 67,583 -18,912 -22%
TC
70
Trilogy Capital
California
$3.21M 67,235 +4,046 +6%
BPA
71
Beacon Pointe Advisors
California
$3.13M 65,484 -26,125 -29%
RJT
72
Raymond James Trust
Florida
$3.1M 64,959 +20,560 +46%
BC
73
Bartlett & Co
Ohio
$2.97M 62,108 +2,857 +5%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$2.97M 62,108 +2,857 +5%
BWM
75
Baystate Wealth Management
Massachusetts
$2.95M 61,772 +32,299 +110%