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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$783M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$285M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$453M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.2M
5
MIS
5
Morningstar Investment Services
Illinois
$24.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.3M
2
BlackRock
2
BlackRock
New York
$118M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
OWA
5
One Wealth Advisors
California
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$2.93M 61,383 +14,079 +30%
OFG
77
Omega Financial Group
California
$2.91M 61,007 -6,931 -10%
HGWM
78
Horst & Graben Wealth Management
Oregon
$2.82M 59,144 +396 +0.7%
RFA
79
RTD Financial Advisors
Pennsylvania
$2.8M 58,625 +2,555 +5%
CFIA
80
Cantor Fitzgerald Investment Advisors
New York
$2.73M 57,151 +57,151 New
OMC
81
Old Mission Capital
Illinois
$2.7M 56,504 +56,504 New
SWG
82
Summit Wealth Group
Vermont
$2.68M 56,120 +5,777 +11%
GI
83
Gradient Investments
Minnesota
$2.63M 55,048 -189 -0.3%
AG
84
AlTi Global
New York
$2.62M 54,952 +54,952 New
Franklin Resources
85
Franklin Resources
California
$2.58M 54,119 +43,764 +423%
SHJ
86
Sharkey, Howes & Javer
Colorado
$2.58M 54,042 -1,476 -3%
PA
87
Parkside Advisors
California
$2.56M 53,635 +3,974 +8%
CT
88
Cambridge Trust
Massachusetts
$2.55M 53,441 -5,991 -10%
EGWAG
89
Elwood & Goetz Wealth Advisory Group
Georgia
$2.5M 52,291 +2,761 +6%
EH
90
Equitable Holdings
New York
$2.38M 49,951 +3,559 +8%
BMC
91
Bear Mountain Capital
Washington
$2.38M 50,376 +50,376 New
BC
92
Brio Consultants
California
$2.37M 49,640 +8,963 +22%
LNWWM
93
Laird Norton Wetherby Wealth Management
California
$2.37M 49,585 – –
BDFN
94
Bond & Devick Financial Network
Minnesota
$2.35M 49,223 -3,868 -7%
RCS
95
Retirement Capital Strategies
California
$2.35M 49,165 +49,165 New
SHGA
96
Sand Hill Global Advisors
California
$2.27M 47,557 +39,497 +490%
AssetMark Inc
97
AssetMark Inc
California
$2.22M 46,434 +4,581 +11%
LSAG
98
Lake Street Advisors Group
New Hampshire
$2.21M 46,349 +561 +1%
JFA
99
JNBA Financial Advisors
Minnesota
$2.18M 45,693 +2,016 +5%
UCFA
100
United Capital Financial Advisors
Texas
$2.18M 45,653 +45,653 New
2 3
4
5 6