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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

371 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
200
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$55.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
Bank of America
3
Bank of America
North Carolina
$841M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$84.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.6M
2
Jane Street
2
Jane Street
New York
$516K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.33M
4
B
4
Barings
North Carolina
$4.32M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.3M 67,940 -12,659 -16%
OIA
77
OneDigital Investment Advisors
Kansas
$3.19M 65,750 +5,799 +10%
RJT
78
Raymond James Trust
Florida
$3.16M 64,959 – –
TC
79
Trilogy Capital
California
$3.14M 64,564 -2,360 -4%
LSAG
80
Lake Street Advisors Group
New Hampshire
$3.1M 63,719 +17,078 +37%
SRWM
81
Shira Ridge Wealth Management
California
$3.09M 63,517 +56,504 +806%
BC
82
Brio Consultants
California
$3.02M 62,125 +3,195 +5%
CFIA
83
Cantor Fitzgerald Investment Advisors
New York
$2.95M 60,768 -1,113 -2%
HGWM
84
Horst & Graben Wealth Management
Oregon
$2.94M 60,599 +541 +0.9%
BCI
85
Brinker Capital Investments
Pennsylvania
$2.94M 60,481 +35,095 +138%
OPS
86
Orion Portfolio Solutions
Nebraska
$2.94M 60,481 +35,095 +138%
PA
87
Parkside Advisors
California
$2.93M 60,229 +557 +0.9%
OFG
88
Omega Financial Group
California
$2.88M 59,297 -1,190 -2%
RFA
89
RTD Financial Advisors
Pennsylvania
$2.84M 58,438 +757 +1%
BDFN
90
Bond & Devick Financial Network
Minnesota
$2.83M 58,262 +6,791 +13%
EWA
91
EP Wealth Advisors
California
$2.82M 57,964 +1,154 +2%
AssetMark Inc
92
AssetMark Inc
California
$2.8M 57,706 +7,231 +14%
GI
93
Gradient Investments
Minnesota
$2.77M 56,912 +3,461 +6%
RCS
94
Retirement Capital Strategies
California
$2.71M 55,764 +55,764 New
SPA
95
Sentinel Pension Advisors
Massachusetts
$2.7M 55,573 +6,437 +13%
EH
96
Equitable Holdings
New York
$2.64M 54,345 +2,785 +5%
Corient Private Wealth
97
Corient Private Wealth
Florida
$2.58M 53,129 +1,580 +3%
BMC
98
Bear Mountain Capital
Washington
$2.57M 53,671 +1,315 +3%
COCM
99
Charter Oak Capital Management
New Hampshire
$2.52M 51,779 +12,001 +30%
SWG
100
Summit Wealth Group
Vermont
$2.52M 51,755 -3,309 -6%
2 3
4
5 6