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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
5%
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 %
CF
76
Cantor Fitzgerald
New York
$2.11M 43,866 -23,757 -35%
CAN
77
Cetera Advisor Networks
California
$2.1M 43,745 +33,759 +338%
BDFN
78
Bond & Devick Financial Network
Minnesota
$2.09M 43,556 +17,235 +65%
SHJ
79
Sharkey, Howes & Javer
Colorado
$2.09M 43,534 +43,534 New
HGWM
80
Horst & Graben Wealth Management
Oregon
$2.06M 42,870 +42,870 New
BAM
81
Baldrige Asset Management
Pennsylvania
$2.04M 42,470 +5,036 +13%
LRWA
82
Long Run Wealth Advisors
New York
$1.99M 41,468 +930 +2%
BCM
83
Brookstone Capital Management
Illinois
$1.94M 40,593 -4,333 -10%
JFA
84
JNBA Financial Advisors
Minnesota
$1.84M 38,287 +3,499 +10%
EH
85
Equitable Holdings
New York
$1.65M 34,359 +34,359 New
OPS
86
Orion Portfolio Solutions
Nebraska
$1.6M 33,395 +17,097 +105%
BCI
87
Brinker Capital Investments
Pennsylvania
$1.6M 33,395 +21,997 +193%
BWM
88
Baystate Wealth Management
Massachusetts
$1.53M 31,772 -771 -2%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$1.52M 31,615 +3,577 +13%
FG
90
Foster Group
Iowa
$1.51M 31,410 -4,021 -11%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.5M 31,224 +14,231 +84%
BMD
92
Better Money Decisions
New Mexico
$1.49M 31,028 +8,116 +35%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$1.49M 31,016 +31,016 New
RIS
94
Retirement Income Solutions
Michigan
$1.44M 29,912 +18,529 +163%
GI
95
Gradient Investments
Minnesota
$1.41M 29,237 -6,553 -18%
SPA
96
Sentinel Pension Advisors
Massachusetts
$1.39M 28,712 -3,833 -12%
BC
97
Brio Consultants
California
$1.39M 28,824 +438 +2%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$1.38M 28,761 +12,812 +80%
BAAM
99
Baker Avenue Asset Management
California
$1.36M 28,213 +381 +1%
AssetMark Inc
100
AssetMark Inc
California
$1.3M 26,984 +21,459 +388%
2 3
4
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