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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 %
BRIA
51
Balanced Rock Investment Advisors
Massachusetts
$7.44M 160,116 +16,295 +11%
NL
52
NEPC LLC
Massachusetts
$7.01M 151,042 -31,827 -17%
DAS
53
Dynamic Advisor Solutions
Arizona
$6.84M 147,394 -8,478 -5%
HighTower Advisors
54
HighTower Advisors
Illinois
$6.71M 144,461 +19,234 +15%
MML Investors Services
55
MML Investors Services
Massachusetts
$6.53M 140,575 -2,529 -2%
Wealthfront Advisers
56
Wealthfront Advisers
California
$6.47M 139,418 -87,790 -39%
PAS
57
Park Avenue Securities
New York
$6.41M 137,927 +5,149 +4%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$6.12M 131,785 +4,023 +3%
AWA
59
Alaska Wealth Advisors
Alaska
$5.93M 127,678 +2,857 +2%
BFA
60
Bluestem Financial Advisors
Illinois
$5.55M 119,551 +14,436 +14%
RSWM
61
Robertson Stephens Wealth Management
California
$5.23M 112,620 +15,440 +16%
Citadel Advisors
62
Citadel Advisors
Florida
$5.18M 111,453 +111,453 New
OWA
63
One Wealth Advisors
California
$4.95M 106,628 -4,641 -4%
SRWM
64
Shira Ridge Wealth Management
California
$4.74M 102,095 +38,578 +61%
SHGA
65
Sand Hill Global Advisors
California
$4.74M 102,019 +3,912 +4%
US Bancorp
66
US Bancorp
Minnesota
$4.73M 101,926 +17,244 +20%
LAMNM
67
Longview Asset Management (New Mexico)
New Mexico
$4.39M 94,487 +94,487 New
BPA
68
Beacon Pointe Advisors
California
$4.19M 90,284 +16,884 +23%
NA
69
NewEdge Advisors
Louisiana
$3.91M 84,252 +51,434 +157%
APW
70
Atlantic Private Wealth
North Carolina
$3.91M 84,220 -5,559 -6%
LRWA
71
Long Run Wealth Advisors
New York
$3.64M 78,292 +8,816 +13%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$3.61M 77,716 +2,653 +4%
SPIA
73
Steward Partners Investment Advisory
New York
$3.59M 77,251 -6,187 -7%
Creative Planning
74
Creative Planning
Kansas
$3.57M 76,965 -21 -0%
FWIA
75
Fort Washington Investment Advisors
Ohio
$3.54M 76,124 -8,626 -10%
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