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iShares ESG Aware US Aggregate Bond ETF

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
51
Park Avenue Securities
New York
$6.49M -$1.89M -40,217 -23%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$6.14M -$1.44M -30,503 -19%
BRIA
53
Balanced Rock Investment Advisors
Massachusetts
$5.91M -$138K -2,931 -2%
AWA
54
Alaska Wealth Advisors
Alaska
$5.88M +$602K +12,787 +11%
MWM
55
Mascoma Wealth Management
New Hampshire
$5.74M +$686K +14,586 +14%
OWA
56
One Wealth Advisors
California
$5.58M +$28.5K +605 +0.5%
SAG
57
SageView Advisory Group
California
$5.57M +$5.57M +69,726 New
HighTower Advisors
58
HighTower Advisors
Illinois
$5.54M +$851K +18,106 +18%
RSWM
59
Robertson Stephens Wealth Management
California
$4.86M +$364K +7,733 +8%
SHGA
60
Sand Hill Global Advisors
California
$4.66M +$2.42M +51,462 +108%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$4.52M +$309K +6,564 +7%
EWA
62
EP Wealth Advisors
California
$4.22M -$171K -3,627 -4%
US Bancorp
63
US Bancorp
Minnesota
$3.92M +$280K +5,943 +8%
APW
64
Atlantic Private Wealth
North Carolina
$3.71M +$471 +10 +0%
Creative Planning
65
Creative Planning
Kansas
$3.62M +$57.2K +1,215 +2%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.59M +$42.4K +901 +1%
AWS
67
Atria Wealth Solutions
New York
$3.58M -$387K -8,234 -10%
SA
68
Stewardship Advisors
Pennsylvania
$3.58M +$48.7K +1,035 +1%
SPIA
69
Steward Partners Investment Advisory
New York
$3.55M +$2.5M +53,100 +237%
GWM
70
Grand Wealth Management
Michigan
$3.28M -$81.3K -1,728 -2%
BPA
71
Beacon Pointe Advisors
California
$3.2M +$119K +2,538 +4%
HGWM
72
Horst & Graben Wealth Management
Oregon
$3.11M +$331K +7,030 +12%
HPFG
73
Hart & Patterson Financial Group
Massachusetts
$3.06M -$631K -13,406 -17%
RJT
74
Raymond James Trust
Florida
$3.06M
TC
75
Trilogy Capital
California
$3.01M -$150K -3,186 -5%